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.
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 - Event Driven
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
BMO Global Equity Market Neutral V10OEICErik 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
Janus 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.
Merian 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.
Alternatives - Multi Strategy
BNY Mellon Real ReturnOEICIain Stewart
A global multi-asset fund attempting to achieve a positive return over a three year rolling period, irrespective of market movements.
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.
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.
Janus 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.
Bonds - Investment Grade
TwentyFour Monument BondOEICBen Hayward
A fixed income fund investing exclusively in lower risk Asset Backed Securities across Europe.
Bonds - Relative Value
Goldman Sachs Global Strategic Macro BondSICAVIain Lindsay & Jonathan Xiong
The fund invests in global fixed income markets, focused mostly on developed market interest rates and currencies. The investment philosophy is focused on macroeconomic fundamentals and takes both long and short positions across markets.
Bonds - Strategic Bonds
Hermes Multi-Strategy CreditOEICFraser Lundie
A fund investing across the full spectrum of credit asset classes, structurally allocating to the best long ideas as well as defensive trades to protect the portfolio in a market downturn.
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.