Home

Individuals

EQ Hub

Investment

Investment

Investing can help you build your wealth and reach financial goals.

Trending articles

The benefits of staying invested
The benefits of staying invested

Takeaways from Trump’s ‘Liberation Day’
Takeaways from Trump’s ‘Liberation Day’

Tax rates & allowances
Tax rates & allowances

Sort by:

Show me:

Article

The benefits of staying invested 4 min read

Mike Neumann
Mike Neumann,

04/04/2025

You are more likely to reach your long-term goals if you remain invested and avoid trying to time the market.

Blog

Takeaways from Trump’s ‘Liberation Day’

Donald Trump announced sweeping new tariffs on US imports on Wednesday, taking the global economy into a new era of trade competition.

Kasim Zafar
Kasim Zafar,

03/04/2025

4 min read

Financial Planning

Tax rates & allowances

How much tax do we pay? This page summarises the main rates and allowances. The current tax year runs from 6 April 2025 to 5 April 2026.

5 min read

Blog

Investment outlook: March 2025

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Kasim Zafar
Kasim Zafar,

24/03/2025

3 min read

Blog

Investment outlook: February 2025

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Kasim Zafar
Kasim Zafar,

26/02/2025

3 min read

Blog

5 Star Defaqto Rating 2025

EQ Investors has received an Expert Rated 5-star ranking from Defaqto.

Ben Faulkner
Ben Faulkner,

24/02/2025

2 min read

Blog

Trump 2.0: What areas should investors be keeping an eye on

With President Trump now officially back in White House, we’re seeing some certainty now materialising as to the policy platform the administration is building and the direction of travel for the next four years.

Tertius Bonnin
Tertius Bonnin,

30/01/2025

4 min read

Blog

Investment outlook: January 2024

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Kasim Zafar
Kasim Zafar,

27/01/2025

3 min read

Article

2025 outlook

Chief Investment Officer, Kasim Zafar, considers the economic outlook for 2025 and identifies the trends set to define the next twelve months and beyond.

Kasim Zafar
Kasim Zafar,

13/01/2025

4 min read

Blog

Investment outlook: December 2024

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Kasim Zafar
Kasim Zafar,

11/12/2024

2 min read

Blog

Investment outlook: November 2024

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Kasim Zafar
Kasim Zafar,

27/11/2024

2 min read

Blog

Positive Impact Report 2024

Our eighth annual Positive Impact Report summarises our approach to impact investing and stewardship throughout the last twelve months.

4 min read

Blog

What does a Trump presidency mean for the environmental theme?

Understanding the environmental implications of a Trump presidency.

Tertius Bonnin
Tertius Bonnin,

11/11/2024

4 min read

1
2
3
4
5
13 pages in total

Looking for some advice?

Looking for Factsheets?

Sort by :

Show me :

Factsheet

Sustainable World – Cautious

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Sustainable World – Cautious Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious Plus portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Sustainable World – Balanced

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Sustainable World – Balanced Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced Plus portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Sustainable World – Adventurous

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Sustainable World – Adventurous Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous Plus portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Sustainable World – All Equity

The strategy is comprised of specialist, actively managed and passive tracker funds. This All Equity portfolio is diversified across a mix of equities and cash.

Download
Factsheet

Factsheet

Blended World – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Blended World – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Blended World – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Blended World – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Blended World – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Blended World – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections. 

Download
Factsheet

Factsheet

Blended World – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained by selection criteria within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

Download
Factsheet

Factsheet

Future Leaders – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Future Leaders – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Explore the rest of the EQ Hub

© 2025 EQ Investors Ltd. Company registered in England and Wales (No.07223330). EQ Investors Limited is authorised and regulated by the Financial Conduct Authority (Ref. 539422). UK Investors only.