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Trending articles

Investment outlook: Thinking longer-term
Investment outlook: Thinking longer-term

EQ Investors launches Climate Action portfolio range
EQ Investors launches Climate Action portfolio range

Tax rates & allowances
Tax rates & allowances

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Blog

Investment outlook: Thinking longer-term 3 min read

Kasim Zafar
Kasim Zafar,

10/05/2022

The persistence of inflationary pressures and the Russia-Ukraine conflict have fuelled market volatility in recent months.

Blog

EQ Investors launches Climate Action portfolio range

Supporting the world’s transition to net zero.

Ben Faulkner
Ben Faulkner,

20/04/2022

2 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 2022 to 5 April 2023.

Ben Faulkner
Ben Faulkner,

12/03/2022

5 min read

Blog

Investing in uncertain times

As the Ukraine crisis continues to develop, we look at the implications for investors, while also being sensitive to the realities many people are experiencing.

Kasim Zafar
Kasim Zafar,

04/03/2022

3 min read

Blog

Tax year planning: helping you every step of the way

The clock is ticking if you want to use this year’s tax allowances - and make the most of any savings you might have accrued.

4 min read

Blog

Russia-Ukraine: Impact on markets and risks ahead

EQ's Chief Investment Strategist, Kasim Zafar comments on the investment implications following Russia’s invasion of Ukraine.

Kasim Zafar
Kasim Zafar,

24/02/2022

3 min read

Blog

Investment outlook 2022

EQ's Chief Investment Strategist, Kasim Zafar, summarises the causes of recent volatility and details the upcoming drivers of change that could influence markets in 2022.

Kasim Zafar
Kasim Zafar,

28/01/2022

5 min read

Blog

City of London Wealth Management Awards 2022

EQ Investors nominated for City of London Wealth Management Awards.

Ben Faulkner
Ben Faulkner,

24/01/2022

2 min read

Blog

What’s been driving markets?

Financial markets have been volatile over the past few months, so we thought it would be helpful to update you on what’s driving this instability.

Kasim Zafar
Kasim Zafar,

19/01/2022

4 min read

Blog

London’s stock market reforms

New stock market listing rules make the UK more attractive for growth businesses

Andrew Rees
Andrew Rees,

20/12/2021

3 min read

Blog

Omicron fears add to market uncertainty

As the Government introduces new rules to slow the spread of Covid, EQ’s Kasim Zafar looks at what they could mean for the markets and your money.

Kasim Zafar
Kasim Zafar,

15/12/2021

4 min read

Blog

Award-winning impact report

EQ Investors is the proud winner of the Portfolio Adviser ‘Marketing/Digital Initiative Award’ for its Positive Impact report.

Ben Faulkner
Ben Faulkner,

03/12/2021

3 min read

Blog

Investment outlook: inflation – it’s back

Inflation running at 30-year highs. Governments talking about transforming the energy landscape as the price of fossil fuels rockets.

Kasim Zafar
Kasim Zafar,

01/12/2021

3 min read

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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.

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

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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