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Climate Action Portfolios

Climate Action Portfolios

Supporting the world’s transition to net zero

Transforming the fundamental workings of our globalised economy, away from its reliance on fossil fuels, will require significant innovation and investment. Climate change has become an investment consideration impossible to ignore.

Investing towards net zero emissions

Climate change is a global issue and investors have a crucial role to play. Achieving net-zero emissions will require a whole economy transition – every company will have to adjust their business models. The EQ Climate Action portfolios allow you to align your financial goals with the global effort to reduce climate change risks and reach net zero.

We make investing easy

We build your investment plan around you. By getting to know you, we can create and manage a portfolio that you can be proud of. We care about you and your money.

We think differently so we can take advantage of the things that others miss

Independent thinking from EQ Investors

Independent thinking

As a business we like to think differently. We’re nimble, and ideally positioned to take advantage of niche opportunities, smaller funds and newer fund managers.

We evaluate all major markets and invest your money where we see the right mix of risk vs. reward. It’s not easy to beat the market, so we don’t often find new gems. But we keep seeking them out.

A robust approach

We have a highly qualified team with the flexibility and expertise to consider all types of investment. We spend a lot of time analysing global markets with specialist tools, invest in the areas of the market where we see the strongest opportunities.

We are rigorous in selecting the best fund managers to exploit these opportunities & keep our ingredients broad, but carefully select and blend them to suit each portfolio.

Three-pronged approach

The Climate Action portfolios will focus primarily on companies that are best-in-class when it comes to climate policies and/or have exposure to green transition initiatives, lower carbon intensive sectors, or climate-focused engagement practices.

Low carbon leaders

Low carbon leaders have already reduced their carbon emissions by 33% versus their peers. These companies are industry leaders with advanced climate risk management processes already built into their business models, operations, and supply chains.

Climate solutions

The coming decades will see huge demand for companies that are helping to tackle the climate crisis. Companies whose products reduce carbon emissions across a wide range of industries, and green bonds that are being issued to directly finance the climate transition are positioned to grow strongly.

Transition companies

The global economy depends on carbon-intensive sectors to meet real human needs. To transition to a low carbon economy, we need to decarbonise these sectors. We invest in strongly profitable businesses with credible, science based plans to reduce their emissions, as well as selected companies where our managers see an opportunity to engage for change.

Supporting the world's transition to net zero

Tackling climate change and supporting the transition to a green economy.

Eight risk-adjusted portfolio options are available, ranging from defensive to all-equity.

Past performance is not a guide to future performance.

The value of investments and the income derived from them may go down as well as up, so you could get back less than you originally invested.

Model portfolio performance is shown in sterling, net of underlying fund charges and an annual management fee of 0.59%, with all income reinvested. Actual client returns and the levels of fees will vary. Annual management fees will vary depending on assets under management and the level of service. We use the UK Consumer Price Index (CPI) to benchmark the performance of our portfolios; CPI measures changes in the price level of a weighted average market basket of consumer goods and services purchased by households. Data sources: EQ, Morningstar.

Looking for more information?

Factsheet

Climate Action – 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.

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Factsheet

Factsheet

Climate Action – 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

Climate Action – 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.

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Factsheet

Factsheet

Climate Action – 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.

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Factsheet

Factsheet

Climate Action – 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.

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Factsheet

Factsheet

Climate Action – 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.

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Factsheet

Factsheet

Climate Action – 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.

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Factsheet

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