EQ Model Portfolio

Absolute Return

This portfolio seeks to achieve lower volatility of returns than the stockmarket by investing in a range of alternative funds.

Current Portfolio

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 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 - 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 - Investment Grade
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
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.
TwentyFour Monument BondOEICBen Hayward
A fixed income fund investing exclusively in lower risk Asset Backed Securities across Europe.
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.
Property - Direct Property
F&C UK PropertyUnit TrustGuy Glover & Julian Smith
A fund investing predominately in direct commercial property assets in the UK.

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