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The rise of mobile technology is just one theme driving deep structural change in world markets. The EQ Best Ideas portfolios tap in to these trends that are shaping our world, and invest to take maximum advantage of them.
As an independent 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.
Admirably level-headed fund managers
There are a number of long term, structural themes informing our research:
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.
Our qualified advisers are just a phone call away: please call us on 020 7488 7110 or email us.
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