EQ Model Portfolio: Best Ideas – Adventurous

A moderate risk multi-asset portfolio constructed from funds most highly rated by EQ. In asset classes where we lack conviction in the skills of active managers we will use passive funds.

Current Portfolio

Fund typeManaged by
Alternatives - Directional Trading
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.
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.
Alternatives - Long / Short
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.
Bonds - Flexible Bonds
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.
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
Equities - Asia
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.
Stewart Investors Asia Pacific LeadersOEICDavid 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
Hermes Global Emerging MarketsOEICGary Greenberg
An equity fund investing predominately in stocks of emerging market countries.
Equities - 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.
Jupiter EuropeanUnit TrustAlexander Darwall
An equity fund investing in large sized European companies.
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
Fundsmith EquityOEICTerry Smith
A long only global growth equity fund consisting of a portfolio of 20-30 quality companies.
Rathbone Global OpportunitiesUnit TrustJames Thomson
An equity fund investing in stocks on a global basis.
Equities - Japan
Baillie Gifford JapaneseOEICSarah Whitley
An equity fund investing in large sized Japanese companies.
Man GLG Japan CoreAlphaOEICStephen Harker
An equity fund investing in large sized Japanese companies.
Equities - Thematic
GAM Star TechnologyOEICMark Hawtin
An equity fund investing globally in a diversified portfolio of technology related companies.
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.
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
Columbia Threadneedle UK Equity IncomeOEICRichard Colwell
An equity fund investing predominately in large sized UK companies that in addition pays an income to investors.
JO Hambro UK DynamicOEICAlex Savvides
This fund focuses on investing in restructure, recovery and hidden growth stocks.
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.
Equities - US
Vanguard US Equity IndexOEICGerard O’Reilly
A fund that looks to track the performance of companies of all sizes in the United States
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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