EQ Rated Funds

These are the current EQ top fund picks in each sector which form the core of our model portfolios. Less than 10% of all active fund managers consistently beat their benchmarks over the long term, so we are prepared to use low cost tracker funds unless we are convinced about the potential for outperformance.

Fund typeManaged by
Alternatives - Directional Trading
DB Platinum IV Systematic AlphaOEICDavid Harding and Matthew Beddall
The fund follows the Winton Diversified Programme, a successful CTA strategy which invests globally in long and short positions and attempts to provide a positive return irrespective of market conditions, with low correlation to traditional asset classes.
DUNN WMA Institutional UCITS FundOEICDr Daniel Dunn & Dr Roberto Osorio
A 100% systematic trend following program that is adaptive to the market risk environment and the trend characteristics prevalent at any time. The portfolio encompasses global financial, energy, metal and agriculture futures markets.
GAM Star Global RatesOEICAdrian Owens
A global macro fund that utilises government bond and currency strategies in an attempt to provide a positive return irrespective of market movements.
IPM Systematic Macro UCITSOEICBjörn Österberg
The fund follows a systematic macro strategy, which invests globally in long and short positions and generates returns that are uncorrelated with traditional asset classes.
JPMorgan Global Macro OpportunitiesOEICJames Elliot, Talib Sheikh & Shrenick Shah
The fund should be viewed as an Absolute Return vehicle, attempting to generate a return of cash + 7% by identifying and investing in macroeconomic themes globally that are likely to drive asset prices.
Alternatives - Event Driven
FundLogic MS PSAM Global Event UCITS FundOEICP. Schoenfeld Asset Management
The fund invests in companies involved in corporate events such as mergers or acquisitions on a global basis.
Alternatives - Long / Short
F&C Global Equity Market NeutralOEICErik Rubingh
A quantitative long/short equity fund that seeks to generate a positive return whilst having little to no correlation with global stock markets or other asset classes
Henderson UK Absolute ReturnOEICLuke Newman and Ben Wallace
A long / short equity fund which follows a market neutral strategy, aiming to achieve a positive return independent to the direction of stock markets.
Muzinich Long Short Credit YieldOEICJason Horowitz
A long short credit fund investing in the high yield bond market, undertaking in depth credit research combining different approaches to capture an attractive part of the upside of the high yield market while limiting the downside.
Old Mutual Global Equity Absolute ReturnOEICIan Heslop, Amadeo Alentorn and Mike Servent
A long / short market neutral strategy which aims to achieve a positive return irrespective of whether markets are rising or falling.
RWC US Absolute AlphaOEICMike Corcell
A long/short equity fund, predominantly investing in highly liquid, large-cap US equities which exhibits a low volatility and limited beta exposure.
Alternatives - Multi Strategy
Invesco Perpetual Global Targeted IncomeOEICSebastian Mackay, Richard Batty, Gwilym Satchell
An absolute return mandate attempting to deliver a positive total return in all market conditions over a three year rolling period, targeting an income of 3.5% per annum over UK 3 month Libor.
Invesco Perpetual Global Targeted ReturnOEICDavid Millar, David Jubb and Richard Batty
An absolute return mandate attempting to deliver positive returns over the medium term, regardless of market conditions.
Newton Real ReturnOEICIain Stewart
A global multi-asset fund attempting to achieve a positive return over a three year rolling period, irrespective of market movements.
Bonds - Corporate Bond Investment Grade
F&C Responsible Sterling BondOEICRebecca Seabrook
A fixed income fund that invest in corporate bonds selected after both a negative and positive screening.
Royal London Duration Hedged CreditOEICPaola Binns & Shalin Shah
A fixed income fund that invests predominantly in investment grade sterling corporate bonds, with a limited exposure to interest rate risk
Bonds - Flexible Bonds
Blackrock Fixed Income Global OpportunitiesOEICRick Reider, Scott Thiel and Bob Miller
A fixed income fund that invests in a broad range of bonds and fixed-income assets.
Fidelity Strategic BondOEICIan Spreadbury
A flexible fixed income fund that invests in across fixed income markets including high yield bonds, investment grade bonds, government bonds, preference shares and other bonds.
Henderson Strategic BondOEICJohn Pattullo and Jenna Barnard
A fixed income fund that invests in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares and other bonds.
TwentyFour Dynamic BondOEICEoin Walsh and Gary Kirk
An unconstrained fixed income fund that invests in a broad range of bonds and fixed-income assets, managed by a team of industry veterans who were involved in the development of the fixed income markets over the last 25 years.
Bonds - Government
L&G Emerging Markets Government Bond IndexUnit TrustChad Rakvin
A fund that looks to track the performance of government bonds of global emerging markets
Vanguard UK Government Bond IndexUnit TrustGregory Davis
A fund that looks to track the performance of UK government bonds
Bonds - High Yield
AXA Pan European High Yield BondUnit TrustJames Gledhill
A fund focusing on the European high yield bond market
Bonds - Investment Grade
Columbia Threadneedle UK Social BondOEICSimon Bond
A fund that focuses on the corporate bonds of UK corporates and institutions which make a positive contribution to society.
Edentree Amity Sterling BondOEICRobin Hepworth & Chris Hiorns
A fixed income fund that focuses mainly on the bonds of UK corporates which make a positive contribution to society and the environment through sustainable and socially responsible practices
L&G Short Dated Sterling Corporate Bond IndexUnit TrustChad Rakvin
A fund that tracks the performance of investment grade sterling corporate bonds  with maturities of 1-5 years
L&G Sterling Corporate Bond IndexUnit TrustChad Rakvin
A fund that looks to track the performance of Sterling corporate bonds of investment grade quality
Liontrust Sustainable Future Corporate BondOEICStuart McMaster, Kenny Watson & Aitken Ross
A fixed income fund that focuses mainly on the bonds of UK corporates which make a positive contribution to society and the environment through sustainable and socially responsible practices
Muzinich Enhanced Yield Short Term BondOEICTatjana Greil Castro
A fixed income fund investing in global bonds across the credit spectrum with short terms to maturity.
Rathbone Ethical BondOEICBryn Jones
A fixed income fund that focuses on the bonds of UK corporates that are engaged in activities with a benefit to society and the environment
Royal London Corporate BondOEICJonathan Platt
A fixed income fund that invests predominantly in investment grade sterling corporate bonds.
Royal London Sustainable Managed IncomeUnit TrustRichard Nelson
A fixed income fund that invests primarily in corporate bonds issued in the UK and selected by an experienced sustainability team.
Standard Life UK Ethical Corporate BondOEICMark Munro
A fixed income fund that focuses mainly on the bonds of UK corporates which make a positive contribution to society and the environment.
TwentyFour Monument BondOEICBen Hayward
A fixed income fund investing exclusively in lower risk Asset Backed Securities across Europe.
Equities - Asia
Fidelity AsiaOEICTeera Chanpongsang
An equity fund investing in stocks throughout the Pacific Basin, excluding Japan.
Henderson Asian Dividend IncomeUnit TrustMichael Kerley
A fund investing in high yielding companies in the Asia region.
Hermes Asia ex-Japan EquityOEICJonathan Pines
A fund that follows a contrarian strategy, investing in large sized companies in the Pacific basin.
Impax Asian Environmental MarketsOEICDavid Li & Bruce Jenkyn-Jones
A fund that looks to deliver a portfolio of Asian stocks that play into broad environmental themes that are chosen for their positive impact as well as the potential for compelling returns.
L&G Pacific IndexUnit TrustChad Rakvin
A fund that looks to track the performance of Asia Pacific ex-Japan equities
Stewart Investors Asia Pacific LeadersOEICAngus Tulloch & David Gait
The First State Asia Pacific Leaders Fund focuses on large cap stocks with a minimum market cap of $1bn. The fund utilises a team of 22 well-seasoned Asian equity specialists through a stable and well-defined process to uncover compelling stock ideas to construct a high conviction portfolio.
Equities - Emerging Markets
BlackRock Emerging Markets Equity TrackerUnit TrustKieran Doyle
A fund that looks to track the performance of large and medium sized companies in global emerging markets
BMO Responsible Global Emerging Markets Equity FundSICAVSam Mahtani & Jeff Chowdhry
The fund invests in stocks within Emerging Market countries, looking for companies that fit within six themes which are engaged in positive change on society and renewable energy, and supportive of long term growth.
Hermes Global Emerging MarketsOEICGary Greenberg
An equity fund investing predominately in stocks of emerging market countries.
JPMorgan Emerging Markets IncomeOEICOmar Negyal
The fund invests in Emerging Market equities, in large or mid-cap companies that can deliver a progressive dividend and capital growth over time.
Pictet Emerging Market SustainableOEICLaurent Nguyen
A fund that invests in a portfolio of emerging market stocks that are chosen for their positive impact as well as growth potential.
Equities - Europe
Artemis European OpportunitiesUnit TrustMark Page & Laurent Millet
An equity fund investing predominately in large and medium sized European companies excluding the UK.
BlackRock Continental European Equity TrackerUnit TrustKieran Doyle
A fund that looks to track the performance of large and medium sized companies in Continental Europe
Columbia Threadneedle European SelectOEICDavid Dudding
An equity fund investing predominately in large cap European companies with a bias towards those companies who have strong brands and intellectual property.
Henderson Horizon EurolandOEICNick Sheridan
An equity fund investing predominately in large and medium sized Continental European companies.
Jupiter EuropeanUnit TrustAlexander Darwall
An equity fund investing in large sized European companies.
Liontrust Sustainable Future European GrowthOEICNeil Brown & Peter Michaelis
A fund that looks to deliver a portfolio of European stocks that are chosen for their positive impact on society generally as well as growth potential.
Standard Life European Equity IncomeOEICWill James
A fund that invests in a concentrated portfolio of stocks, to generate a sustainable level of income together with some capital growth.
Equities - Frontier Markets
Charlemagne Magna New FrontiersOEICDominic Bokor-Ingram and Stefan Bottcher
A fund focused on frontier markets, including those countries that remain investible but are deemed less established than emerging market countries. Typically these countries exhibit high economic growth and favourable population dynamics.
Equities - Global
Edentree Amity InternationalOEICRobin Hepworth
A fund that looks to deliver a portfolio of global stocks that are chosen for their positive impact on society and the environment through sustainable and socially responsible practises.
F&C Responsible Global EquityOEICAlice Evans & Jamie Jenkins
A fund that looks to deliver a portfolio of global stocks that are considered to be making a positive contribution to society and the environment.
Fundsmith EquityOEICTerry Smith
A long only global growth equity fund consisting of a portfolio of 20-30 quality companies.
Liontrust Sustainable Future Absolute GrowthOEICSimon Clements
A fund that looks to deliver a portfolio of global stocks that are chosen for their positive impact on society and environment generally as well as growth potential.
Newton Global IncomeOEICNick Clay & Terry Coles
An unconstrained global equity fund, with an aim to produce a yield in excess of the MSCI World index.
Rathbone Global OpportunitiesUnit TrustJames Thomson
An equity fund investing in stocks on a global basis.
Vanguard FTSE Developed World ex UK Equity IndexOEICGerard O’Reilly
A fund that looks to track the performance of large and medium sized companies globally in developed markets
Equities - Japan
Baillie Gifford JapaneseOEICSarah Whitley
An equity fund investing in large sized Japanese companies.
Fidelity Japan IndexOEICVincent Gubitosi
A fund that tracks the performance of large and medium sized Japanese companies.
HSBC Japan IndexUnit TrustBijan Seghatchian
A fund that looks to track the performance of large and medium sized companies in Japan
Man GLG Japan Core AlphaOEICStephen Harker
An equity fund investing in large sized Japanese companies.
Equities - Thematic
FP WHEB SustainabilityOEICTed Franks
A fund that looks to deliver a portfolio of stocks that play into selected social and environmental themes that are chosen for their positive impact as well as the potential for compelling returns.
GAM Star TechnologyOEICMark Hawtin
An equity fund investing globally in a diversified portfolio of technology related companies.
Guinness Global EnergyOEICTim Guinness, Will Riley & Jonathan Waghorn
An equity fund investing in companies globally generating most of their revenues from oil and gas.
Henderson Global Care GrowthOEICHamish Chamberlayne & Nick Anderson
The fund invests in a concentrated portfolio of companies globally that have a positive impact on the society or the environment.
Impax Environmental LeadersOEICHubert Aarts, David Winborne & Bruce Jenkyn-Jones
A fund managed by the largest independent environmentally focused investment house that looks to deliver a portfolio of stocks that play into resource efficiency themes.
Impax Environmental MarketsOEICJon Forster & Bruce Jenkyn-Jones
A fund that looks to deliver a portfolio of stocks that play into broad environmental themes that are chosen for their positive impact as well as the potential for compelling returns.
Pictet TimberOEICChristoph Butz and Gabriel Micheli
A thematic fund that invests in shares of companies involved in the processing, production or distribution of timber and other services and products derived from wood.
Pictet WaterOEICHans Peter Portner
A fund that invests in equities that benefit from the global growth in demand for clean water and related industries.
Polar Capital BiotechnologyOEICDavid Pinniger
A pure thematic fund that gives investors access to both large and small companies in the rapidly growing biotechnology space
Sarasin Food and Agricultural OpportunitiesUnit TrustHenry Boucher
A thematic fund that invests in companies globally which generates most of their revenues from sustainable food and agricultural themes.
Equities - UK
AXA Framlington UK Smaller CompaniesOEICDan Harlow
An equity fund investing in small sized UK companies.
Blackrock 100 UK Equity TrackerUnit TrustNimish Patel
A tracker fund offering exposure to the FTSE 100 Index total return performance.
Columbia Threadneedle UK Equity IncomeOEICRichard Colwell
An equity fund investing predominately in large sized UK companies that in addition pays an income to investors.
Edentree Amity UKOEICSue Round
A fund that looks to deliver a portfolio of UK stocks that are chosen for their positive impact on society and the environment.
Fidelity UK IndexOEICMatt Jones
A fund that looks to track the performance of the FTSE All Share Index, which contains all listed companies in the United Kingdom on the main index.
JO Hambro UK DynamicOEICAlex Savvides
This fund focuses on investing in restructure, recovery and hidden growth stocks.
JO Hambro UK Equity IncomeOEICJames Lowen & Clive Beagles
An equity fund investing in mid to small cap companies, whilst aiming to generate an attractive income.
JO Hambro UK OpportunitiesOEICJohn Wood
A defensive equity fund investing in quality companies on a UK basis.
L&G UK 100 IndexUnit TrustChad Rakvin
A fund that looks to track the performance of the FTSE 100 Index, which contains the largest 100 listed companies in the United Kingdom
Liontrust Special SituationsOEICAnthony Cross and Julian Fosh
A long only UK equity growth fund consisting of high quality companies with strong balance sheets
Majedie UK IncomeOEICChris Reid
An equity fund investing in large and medium sized UK companies, whilst aiming to maintain an attractive income yield.
Rathbone RecoveryUnit TrustAlexandra Jackson and Joanne Rands
An equity fund investing in predominately small and medium sized companies listed on the UK stock markets with the ability to invest a proportion in European equities.
Royal London FTSE 350 TrackerUnit TrustVicky Harriss
A fund that looks to track the performance of large and medium sized companies in the UK
Royal London Sustainable Leaders TrustUnit TrustMike Fox
This is a UK Equity fund that will predominately invest in large cap stocks chosen for their positive impact on society and the environment.
Standard Life UK EthicalOEICLesley Duncan
A fund that looks to deliver a portfolio of UK stocks across the market cap spectrum that are chosen for their positive impact on society and the environment.
Equities - United States
BlackRock US Equity TrackerUnit TrustKieran Doyle
A fund that looks to track the performance of large and medium sized companies in the United States
Equities - US
Aviva US Equity Income IIOEICHenry Saunders & Thomas Forsha
A differentiated US equity income fund, attempting to generate a competitive yield with a low volatility.
Vanguard US Equity IndexOEICGerard O’Reilly
A fund that looks to track the performance of companies of all sizes in the United States
Mixed - Mixed Investment
Ruffer Total ReturnOEICSteve Russell and David Ballance
This is a multi-asset fund that will invest in a range of asset classes from traditional equities (UK and overseas), fixed income instruments, collective investment schemes and money market instruments.
Troy TrojanOEICSebastian Lyon
This is a multi-asset fund that will invest in a range of asset classes from traditional equities (UK and overseas), fixed income instruments, collective investment schemes and money market instruments.
Mixed - Mixed Investment Equity 40- 85%
Royal London Sustainable WorldUnit TrustMike Fox
A fund that will allocate between the equities and bonds of companies which have a positive effect on society and the environment.
Property - Direct Property
F&C UK PropertyUnit TrustGuy Glover & Julian Smith
A fund investing predominately in direct commercial property assets in the UK.
Kames Property IncomeUnit TrustDavid Wise and Richard Peacock
A fund investing in higher yielding properties.
Property - REITs
Sarasin Sustainable Equity Global Real EstateUnit TrustGuy Mountain
A fund that invests in ethically screened securities of real estate companies globally with a focus on sustainable buildings.

EQ Fund Selection

EQ has developed sophisticated techniques to identify the very best managers in each sector.more

Why we invest through funds
EQ's model investment portfolios are compiled from funds, not individual equities or bonds. We firmly believe that is the optimal way to invest in the modern era.....more
Active or passive funds?
Actively managed funds rely on exploiting inefficiencies in markets. This is harder to achieve in some areas, especially when investing in the largest quoted companies where there is a multitude of high quality research available.....more