EQ Model Portfolio: Best Ideas – High Octane

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained in its selection criteria from 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.

Current Portfolio

Equities: Global
BNY Mellon Global IncomeA global equity fund with investing in cash generative companies with strict dividend requirements.Details
Rathbone Global OpportunitiesA global equity fund seeking to investing in under-the-radar and out-of-favour companies with growth opportunities.Details
Fundsmith EquityA global equity fund investing in companies with sustainably growing cash flows and durable business models.Details
Equities: UK
JOHCM UK DynamicThis fund focuses on investing in restructure, recovery and hidden growth stocks.Details
Liontrust Special SituationsA long only UK equity growth fund consisting of high quality companies with strong balance sheetsDetails
Threadneedle UK Equity IncomeAn equity fund investing predominately in large sized UK companies that in addition pays an income to investors.Details
Royal London Sustainable Leaders TrustThis is a UK Equity fund that will predominately invest in large cap stocks chosen for their positive impact on society and the environment.Details
Equities: Europe
iShares Continental European Equity TrackerA fund that looks to track the performance of large and medium sized companies in Continental EuropeDetails
Jupiter EuropeanAn equity fund investing in large sized European companies.Details
Equities: Asia
Stewart Investors Asia Pacific LeadersThe 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.Details
Impax Asian Environmental MarketsA 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.Details
Hermes Asia ex-Japan EquityA fund that follows a contrarian strategy, investing in large sized companies in the Pacific basin.Details
Equities: Japan
Baillie Gifford JapaneseAn equity fund investing in large sized Japanese companies.Details
Equities: Emerging Markets
Hermes Global Emerging MarketsAn equity fund investing predominately in stocks of emerging market countries.Details
Equities: Thematic
First State Global Listed Infrastructure FundThe fund focuses on identifying stocks that are under-priced with respect to their quality in sectors with Infrastructure characteristics such as long-duration cash flows and inflation linked revenues.Details
GAM Star Disruptive GrowthAn equity fund investing globally in a diversified portfolio of technology related companies.Details
Impax Environmental MarketsA 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.Details
Sarasin Food and Agricultural OpportunitiesA thematic fund that invests in companies globally which generates most of their revenues from sustainable food and agricultural themes.Details
Polar Capital BiotechnologyA thematic equity fund that gives investors access to both large and small companies in the rapidly growing biotechnology spaceDetails
Hermes Impact Opportunities EquityThe fund invests in companies globally addressing the unmet needs in society, through the development of products and services making a clear and measurable impact on society and the environment. Towards this end, the strategy offers a way to meaningfully support delivery on the widely agreed UN Sustainable Development Goals.Details
Equities: Frontier Markets
MAGNA New FrontiersA 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.Details