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Blog

Going green with your ISA 5 min read

Jeannie Boyle
Jeannie Boyle,

13/03/2024

At EQ Investors, we offer a wide range of sustainable investment options across the green investment universe which can be tailored to suit your goals.

Blog

Spring Budget 2024: What it means for your money

Here are the main points outlined by the Chancellor in what is expected to be the final Budget before the general election.

5 min read

Blog

B Corp Month 2024

Every year during March, the global B Corp Community come together to celebrate everything it means to be a B Corp, raising awareness of the movement across the world.

Ben Faulkner
Ben Faulkner,

01/03/2024

3 min read

Blog

‘Bed & ISA’ explained

With the dividend tax allowance dropping from 6 April 2024, now is the time to maximise your ISA allowance. A Bed & ISA involves transferring assets held outside of a tax wrapper into an ISA so any future capital growth or income on these assets is sheltered from tax.

Zoe Brett
Zoe Brett,

21/02/2024

3 min read

Blog

Everything you need to know about the end of the tax year

The end of the tax year is an opportunity to take advantage of tax-efficient wrappers and potential government bonuses on some products.

Andrew Birrell
Andrew Birrell,

13/02/2024

4 min read

Blog

EQ Investors’ five-star PRI rating

EQ Investors has been a signatory to the Principles for Responsible Investment since 2019. Each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory, and PRI in turn provides an evaluation of our practices and rates us relative to our peers in a variety of categories.

Ben Faulkner
Ben Faulkner,

05/02/2024

3 min read

Blog

Keep your financial goals on track in 2024

Put yourself on the best financial footing possible for the New Year.

Zoe Brett
Zoe Brett,

08/01/2024

3 min read

Blog

CIO View: 2024 outlook

What are we doing - and why?

Kasim Zafar
Kasim Zafar,

02/01/2024

5 min read

Guide

Autumn-Winter newsletter

Welcome to the latest edition of our twice-yearly newsletter, for the second half of 2023.

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Guide

Financial Planning

On-demand webinar | Understanding the mortgage market

Securing a mortgage is a significant financial decision that requires careful planning and consideration. Mortgage experts, Karl West & Emma Marsden of Westway Financial, address the crucial aspects of the mortgage industry in our recent webinar and discuss the impact of high inflation and rising interest rates.

Ben Faulkner
Ben Faulkner,

11/12/2023

10 min read

Blog

The Big Give: Christmas Challenge 2023

The Big Give Challenge begins at 12 noon on the 28th of November.

Matthew Gould
Matthew Gould,

27/11/2023

2 min read

Blog

Autumn Statement 2023

The Autumn Statement and what it means for you at a glance.

4 min read

Blog

Launching our EQ Positive Impact report for 2023

EQ Investors is proud to unveil its seventh annual Positive Impact Report.

10 min read

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Factsheet

Climate Action – Cautious Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Cautious

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Balanced

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Balanced Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Adventurous

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Adventurous Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – All Equity

The strategy is comprised of specialist, actively managed and passive tracker funds. This All Equity portfolio is diversified across a mix of equities and cash.

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Factsheet

Factsheet

Future Leaders – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Future Leaders – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Future Leaders – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

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Factsheet

Factsheet

Future Leaders – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

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Factsheet

Factsheet

Future Leaders – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

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Factsheet

Factsheet

Future Leaders – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

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Factsheet

Factsheet

Future Leaders – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained by selection criteria within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

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Factsheet

Factsheet

Best Ideas – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Best Ideas – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Best Ideas – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Best Ideas – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Best Ideas – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Best Ideas – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections. 

Download
Factsheet

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