EQ Model Portfolio: Best Ideas – Cautious Plus

A multi-asset portfolio with a risk profile between Cautious and Balanced constructed from funds most highly rated by EQ. In asset classes where we lack conviction in the skills of the active managers we will use passive funds.

Current Portfolio

Fund typeManaged by
Alternatives - Directional Trading
JPMorgan Global Macro OpportunitiesOEICJames Elliot, Talib Sheikh & Shrenick Shah
The fund should be viewed as an Absolute Return vehicle, attempting to generate a return of cash + 7% by identifying and investing in macroeconomic themes globally that are likely to drive asset prices.
MontLake DUNN WMA Institutional UCITS FundOEICDr Daniel Dunn & Dr Roberto Osorio
A 100% systematic trend following program that is adaptive to the market risk environment and the trend characteristics prevalent at any time. The portfolio encompasses global financial, energy, metal and agriculture futures markets.
Alternatives - Long / Short
Man GLG Innovation EquityOEICPriya Kodeeswaran
GLG Innovation Alpha is a global equity market neutral fund with a focus on companies that are either innovating or rapidly changing. Often these companies will see significant dispersion of predicted earnings by the analyst community.
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.
Bonds - Flexible Bonds
Blackrock Fixed Income Global OpportunitiesOEICRick Reider, Scott Thiel and Bob Miller
A fixed income fund that invests in a broad range of bonds and fixed-income assets.
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.
TwentyFour Dynamic BondOEICEoin Walsh and Gary Kirk
An unconstrained fixed income fund that invests in a broad range of bonds and fixed-income assets, managed by a team of industry veterans who were involved in the development of the fixed income markets over the last 25 years.
Bonds - Investment Grade
L&G Short Dated Sterling Corporate Bond IndexUnit TrustChad Rakvin
A fund that tracks the performance of investment grade sterling corporate bonds  with maturities of 1-5 years
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.
Equities - Asia
Stewart Investors Asia Pacific LeadersOEICDavid Gait
The 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.
Equities - Emerging Markets
Hermes Global Emerging MarketsOEICGary Greenberg
An equity fund investing predominately in stocks of emerging market countries.
Equities - Europe
Jupiter EuropeanUnit TrustAlexander Darwall
An equity fund investing in large sized European companies.
Equities - Frontier Markets
Magna New FrontiersOEICDominic Bokor-Ingram and Stefan Bottcher
A 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.
Equities - Global
Fundsmith EquityOEICTerry Smith
A long only global growth equity fund consisting of a portfolio of 20-30 quality companies.
Rathbone Global OpportunitiesUnit TrustJames Thomson
An equity fund investing in stocks on a global basis.
Equities - Japan
Baillie Gifford JapaneseOEICMatthew Brett
An equity fund investing in large sized Japanese companies.
Man GLG Japan CoreAlphaOEICStephen Harker
An equity fund investing in large sized Japanese companies.
Equities - Thematic
First State Global Listed Infrastructure FundOEICAndrew Greenup & Peter Meany
The 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.
Equities - UK
JOHCM UK DynamicOEICAlex Savvides
This fund focuses on investing in restructure, recovery and hidden growth stocks.
Liontrust Special SituationsOEICAnthony Cross and Julian Fosh
A long only UK equity growth fund consisting of high quality companies with strong balance sheets
Majedie UK IncomeOEICChris Reid
An equity fund investing in large and medium sized UK companies, whilst aiming to maintain an attractive income yield.
Threadneedle UK Equity IncomeOEICRichard Colwell
An equity fund investing predominately in large sized UK companies that in addition pays an income to investors.
Equities - US
Vanguard US Equity IndexOEICGerard O’Reilly
A fund that looks to track the performance of companies of all sizes in the United States
Mixed - Equity range 0-35%
Investec Diversified IncomeOEICJohn Stopford
A fund investing across the full spectrum of asset classes, allocating across equities, bonds, commodities, infrastructure, property, in addition to a derivative overlay to offer protection.
Mixed - Mixed Investment
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.
Property - Direct Property
BMO UK PropertyUnit TrustGuy Glover & Julian Smith
A fund investing predominately in direct commercial property assets in the UK.