EQ Model Portfolio: Best Ideas – Adventurous

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.

Current Portfolio

Growth
Equities: US & North America
Vanguard US Equity IndexA fund that looks to track the performance of companies of all sizes in the United States.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
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: Asia
Stewart Investors Asia Pacific Leaders SustainabilityThe 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 Sentier 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
Polar Capital BiotechnologyA thematic equity fund that gives investors access to both large and small companies in the rapidly growing biotechnology spaceDetails
Smith & Williamson Artificial IntelligenceA thematic equity fund investing in companies whose products or services are involved in Artificial Intelligence technologies.Details
Ninety One Global EnvironmentA thematic equity fund investing in companies engaged in activities that are helping to drive the unprecedented shift in energy systems and transport that will result in a decarbonisation.Details
Equities: Global
Fundsmith EquityA global equity fund investing in companies with sustainably growing cash flows and durable business models.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
Mixed Investments
Mixed Investments: IA OE Mixed Investment 20-60%
Troy TrojanThis 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.Details
Defensive
Bonds: Flexible Bonds
Janus Henderson Strategic BondA fixed income fund that invests in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares and other bonds.Details
Bonds: Government Bonds
Vanguard US Government Bond IndexA fund that looks to track the performance of US government bondsDetails
Alternatives
Absolute Return: Directional Trading
JPMorgan Global Macro OpportunitiesThe 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.Details
Montlake DUNN WMA InstitutionalA 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.Details
Absolute Return: Relative Value
Goldman Sachs Global Strategic Macro BondThe 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.Details
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