EQ Model Portfolio: Best Ideas – Adventurous
A moderate risk multi-asset portfolio constructed from funds most highly rated by EQ. In asset classes where we lack conviction in the skills of active managers we will use passive funds.
Current Portfolio
| Fund type | Managed by | |
|---|---|---|
| Bonds - Flexible Bonds | ||
| Janus Henderson Strategic Bond | OEIC | John 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 Bond | OEIC | Eoin 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 Index | Unit Trust | Chad Rakvin |
| A fund that tracks the performance of investment grade sterling corporate bonds with maturities of 1-5 years | ||
| Bonds - Relative Value | ||
| Goldman Sachs Global Strategic Macro Bond | SICAV | Iain 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 | ||
| Hermes Asia ex-Japan Equity | OEIC | Jonathan Pines |
| A fund that follows a contrarian strategy, investing in large sized companies in the Pacific basin. | ||
| Impax Asian Environmental Markets | OEIC | David Li & Bruce Jenkyn-Jones |
| A 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. | ||
| Stewart Investors Asia Pacific Leaders | OEIC | David 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 Markets | OEIC | Gary Greenberg |
| An equity fund investing predominately in stocks of emerging market countries. | ||
| Equities - Europe | ||
| Jupiter European | Unit Trust | Alexander Darwall |
| An equity fund investing in large sized European companies. | ||
| OYSTER Continental European Select | OEIC | Mike Clements |
| The OYSTER Continental European Select fund is a high conviction European all-cap fund investing in high quality companies exhibiting a competitive advantage at attractive valuations. It is managed by Swiss based SYZ Asset Management, with the European equity desk based in London. | ||
| Equities - Frontier Markets | ||
| Magna New Frontiers | OEIC | Dominic 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 Equity | OEIC | Terry Smith |
| A long only global growth equity fund consisting of a portfolio of 20-30 quality companies. | ||
| Newton Global Income | OEIC | Nick Clay & Terry Coles |
| An unconstrained global equity fund, with an aim to produce a yield in excess of the MSCI World index. | ||
| Rathbone Global Opportunities | Unit Trust | James Thomson |
| An equity fund investing in stocks on a global basis. | ||
| Equities - Japan | ||
| Baillie Gifford Japanese | OEIC | Matthew Brett |
| An equity fund investing in large sized Japanese companies. | ||
| Man GLG Japan CoreAlpha | OEIC | Stephen Harker |
| An equity fund investing in large sized Japanese companies. | ||
| Equities - Thematic | ||
| First State Global Listed Infrastructure Fund | OEIC | Andrew 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. | ||
| GAM Star Technology | OEIC | Mark Hawtin |
| An equity fund investing globally in a diversified portfolio of technology related companies. | ||
| Impax Environmental Markets | OEIC | Jon Forster & Bruce Jenkyn-Jones |
| A 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. | ||
| Polar Capital Biotechnology | OEIC | David Pinniger |
| A pure thematic fund that gives investors access to both large and small companies in the rapidly growing biotechnology space | ||
| Sarasin Food and Agricultural Opportunities | Unit Trust | Henry Boucher |
| A thematic fund that invests in companies globally which generates most of their revenues from sustainable food and agricultural themes. | ||
| Equities - UK | ||
| JOHCM UK Dynamic | OEIC | Alex Savvides |
| This fund focuses on investing in restructure, recovery and hidden growth stocks. | ||
| Liontrust Special Situations | OEIC | Anthony Cross and Julian Fosh |
| A long only UK equity growth fund consisting of high quality companies with strong balance sheets | ||
| Majedie UK Income | OEIC | Chris Reid |
| An equity fund investing in large and medium sized UK companies, whilst aiming to maintain an attractive income yield. | ||
| Threadneedle UK Equity Income | OEIC | Richard Colwell |
| An equity fund investing predominately in large sized UK companies that in addition pays an income to investors. | ||
| Equities - US | ||
| Vanguard US Equity Index | OEIC | Gerard O’Reilly |
| A fund that looks to track the performance of companies of all sizes in the United States | ||
| Mixed - Mixed Investment | ||
| Troy Trojan | OEIC | Sebastian 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 Property | Unit Trust | Guy Glover & Julian Smith |
| A fund investing predominately in direct commercial property assets in the UK. | ||
