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Positive Impact Report 2021
Positive Impact Report 2021

You’re invited to our autumn webinar series
You’re invited to our autumn webinar series

Five sustainable investing myths debunked
Five sustainable investing myths debunked

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Guide

Positive Impact Report 2021 10 min read

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Guide

EQ’s 2021 impact report outlines the environmental and social benefits linked to its clients’ investments in the EQ Positive Impact portfolios.

Blog

You’re invited to our autumn webinar series

We'll be running a series of highly educational webinars this Autumn all tailored towards sustainability issues.

Ben Faulkner
Ben Faulkner,

24/09/2021

2 min read

Article

Five sustainable investing myths debunked

Whilst the number of investors who would like to make a positive impact to society and the environment continues to grow. We still encounter misconceptions that prevent some from taking the plunge. This piece dispels some of the common myths associated with sustainable investing.

4 min read

Guide

Market View Q3 2021

This document presents a summary of our investment views. It explains our latest thinking on world markets and the most recent decisions we have made about what to buy and sell within your portfolio. Please note that our views may change at any time.

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Guide

Blog

Investors managing $46 trillion in assets urge governments to undertake five priority actions to accelerate climate investment before COP26

EQ Investors joins global investors' call to governments to step up climate response ahead of 26th United Nations Climate Conference in Glasgow in November (COP26).

5 min read

Blog

Climate change: The investment perspective

Climate change is a major emerging risk management challenge.

Damien Lardoux
Damien Lardoux,

13/09/2021

3 min read

Guide

Market View Q2 2021

Our latest thinking on world markets and the most recent decisions we have made about what to buy and sell within your portfolio. Please note that our views may change at any time.

Download
Guide

Blog

Euro 2020 | England end 55-year long wait for final berth

A lot's changed during those 55 years of hurt.

Tertius Bonnin
Tertius Bonnin,

09/07/2021

2 min read

Guide

Summer newsletter

Welcome to the summer edition of our newsletter, with the latest news and views from the EQ team.

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Guide

Blog

What does net zero emissions mean for big oil?

Growing pressure on international oil and gas companies to set short-, medium- and long-term targets that are consistent with the Paris Agreement.

4 min read

Guide

The good guide to what to do with an inheritance

EQ has sponsored the 'Good guide to what to do with an inheritance'.

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Guide

Guide

Positive Impact Portfolios: Q2 update

The EQ Positive Impact Portfolios invest in companies that are making a positive impact on society and the environment by providing solutions to real world problems.

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Guide

Guide

Introducing EQ

We offer a full range of life planning and financial advisory services for individuals, families, trustees, attorneys, directors and business owners.

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Guide
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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.

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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

Factsheet

Future Leaders – 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

Best Ideas – 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

Best Ideas – 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

Best Ideas – 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

Best Ideas – 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

Best Ideas – 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

Best Ideas – 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

Best Ideas – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

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© 2021 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.