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Future Leaders Portfolios

Future Leaders Portfolios

Invest in the sustainability leaders of tomorrow

Future Leaders is a low cost way to put your money where your ethics are. Benefitting not just yourself but everyone else and the planet we all share, this is a one-stop-shop sustainable investing solution.

How sustainable do you want to be?

Put your money where your ethics are. Invest for the long-term future of you, your family and our planet.

We make sustainable 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.

Invest in the sustainability leaders of tomorrow

Future Leaders portfolios are a one-stop-shop sustainable investment solution:

Low cost

These portfolios are built using efficient passive funds with low fund charges.

All our portfolios are globally diversified, and regularly rebalanced to reflect our views on the potential returns from different markets.

Sustainable

Future Leaders portfolios select the most sustainable companies based on published Environmental, Social and Governance (‘ESG’) data.

They also use thematic funds to provide an overweight to sustainable sectors (clean energy, healthcare and green bonds).

Low carbon

All this means that Future Leaders portfolios have a lower carbon footprint than market benchmarks.

And based on our scenario analysis, they are compatible with limiting global warming to 1.5 degrees.

No need to sacrifice performance

Just because you are investing sustainably and at low cost, doesn’t mean you have to sacrifice performance.

Why? Because investing in companies that are creating the solutions for tomorrow makes sense.

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

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.

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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.

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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.

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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.

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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.

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Factsheet

Find the right portfolio for you

Best-ideas-portfolio-mountains

Best Ideas

Identifies up and coming investment themes and profits from the resulting opportunities. Integrates sustainability factors commonly referred to as ‘ESG’: environmental, social and governance.

future-leaders-portfolio

Future leaders

Combines the growing preference for socially responsible portfolios with the increasing popularity of low-cost passive funds.

Bespoke-portfolio

Bespoke

Designed for clients who want a fully personalised investment portfolio offering a unique blend of strategies.

© 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.