EQ Rated Funds

These are the current EQ top fund picks in each sector which form the core of our model portfolios. EQ carries out a comprehensive and systematic approach to fund selection.

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 typeFund Manager
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.

JP Morgan 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 EventOEICP. Schoenfeld Asset Management

The fund invests in companies involved in corporate events such as mergers or acquisitions on a global basis.

Alternatives - Global Multi Strategy
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.

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

FP Argonaut Absolute ReturnOEICBarry Norris

An equity fund investing on a long and short basis in European listed companies.

GAM Star Emerging AlphaOEICEnrico Camera

A long/short equity fund, predominantly investing in emerging market equities, and which offers a low beta relative to the MSCI Emerging Markets index.

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.

Bonds - Corporate Bond Investment Grade
Alliance Trust 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

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

F&C Responsible Sterling BondOEICRebecca Seabrook

A fixed income fund that invest in corporate bonds selected after both a negative and positive screening.

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

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 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

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.

Bonds - Corporate Credit-High Yield
Axa Pan European High Yield BondUnit TrustJames Gledhill

A fund focusing on the European high yield bond market

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

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

Hermes Global Emerging MarketsOEICGary Greenberg

An equity fund investing predominately in stocks of emerging market countries.

JPM 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
Alliance Trust 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.

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.

SLI 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 Market
HSBC GIF Frontier MarketsUnit TrustChristopher Turner

The fund will invest in companies globally operating in what we call Frontier markets, which are countries with investable markets that are less established than those in the emerging markets and with high economic and population growth prospects.

Equities - Global
Alliance Trust 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.

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.

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
AXA Framlington BiotechUnit TrustLinden Thomson

A pure thematic fund that gives investors access to both large and small companies in the rapidly growing biotechnology space

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.

Jupiter EcologyUnit TrustCharlie Thomas

The oldest environmental fund that looks to build a portfolio of global companies with both a long term capital appreciation potential and a commitment to protect the environment.

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.

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.

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.

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.

RLUM 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.

Royal London FTSE 350 TrackerUnit TrustVicky Harriss

A fund that looks to track the performance of large and medium sized companies in the UK

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
Aviva US Equity IncomeOEICHenry Saunders & Thomas Forsha

A differentiated US equity income fund, attempting to generate a competitive yield with a low volatility.

BlackRock US Equity TrackerUnit TrustKieran Doyle

A fund that looks to track the performance of large and medium sized companies in the United States

Vanguard FTSE US Equity IndexOEICGerard O’Reilly

A fund that looks to track the performance of companies of all sizes in the United States

Mixed - Equity 20-60%
AXA Ethical DistributionUnit TrustJim Stride & Matthew Huddart

A fund that looks to invest in both UK equities alongside UK government bonds to mitigate risk.

Mixed - Equity 40-85%
Henderson Global Care ManagedUnit TrustHamish Chamberlayne & Nick Anderson

A fund that will allocate between the equities and bonds of companies which have a positive effect on society and the environment.

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.

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.

Mixed - Multi Asset
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.

Property - Direct Property
Aviva Property TrustUnit TrustAndrew Hook and Mike Luscombe

A fund investing predominately in direct commercial property assets in the UK.

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.