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This impact calculator illustrates the underlying positive impacts that companies in EQ’s Positive Impact Portfolios contribute to the world. This positive impact is ultimately generated by the end users or beneficiaries of the products and services of invested businesses; the data does not include positive impacts that result from non-material parts of invested businesses. For an in-depth explanation of our impact methodology, please click here
Why? Because investing in companies providing solutions to real problems 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.
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