Best Ideas Portfolios
Our signature portfolios invest in the very best ideas unearthed by our research team, unconstrained across all asset types.
Who are they for?
As the name suggests, these portfolios are made up from the very best ideas coming out of our research process, covering a wide range of risk profiles. Each portfolio invests across the full range of assets:
- Fixed Interest Bonds
- Commercial Property
- Alternatives &
How do they work?
In the main they will consist of specialist actively managed funds. For clients of EQ Bespoke the portfolios these can include closed end funds, such as investment trusts, if we think they offer the best potential.
The asset allocation will be adjusted to reflect the investment manager’s views on the relative attractions of each asset class as well as the risk profile of each portfolio. The underlying investments will be drawn from the best funds selected by the EQ investment research team and continually reviewed.
» If you have any questions about the portfolios, please do not hesitate to contact us.