EQ Model Portfolios
EQ offers a wide range of managed portfolios designed to reflect different investment themes and risk profiles. These portfolios are available via Simply EQ & EQ Wealth and allow us to make EQ’s high quality investment process available to the majority.
Each of the portfolios is constructed using EQ’s unique process for identifying the best funds in each area, employing an asset allocation to favour the most attractive areas and a wide range of risk profiles.
Portfolios are usually rebalanced four times per annum but this can be more frequent if there is a material change in circumstances.
Click on each portfolio to see its current holdings and a factsheet.