EQ Model Portfolio

Positive Impact – Adventurous

This portfolio invests mainly in Equity and Bond funds, selected on the basis of their potential to achieve positive impact as well as superior returns.

Current Portfolio

Fund typeManaged by
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
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
Equities - Asia
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.
Equities - 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.
Equities - Europe
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.
Equities - Global
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.
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.
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
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.
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.
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.

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