EQ Model Portfolio

Positive Impact – Adventurous Plus

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 typeFund Manager
Bonds - Corporate Bond 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
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 - Global
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.

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.

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 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
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.

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.

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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