EQ Model Portfolio: Best Ideas – Adventurous Plus

A high 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. This portfolio is expected to be volatile.

Current Portfolio

Fund typeManaged by
Bonds - Flexible 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 - 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
Hermes Asia ex-Japan EquityOEICJonathan Pines
A fund that follows a contrarian strategy, investing in large sized companies in the Pacific basin.
Impax Asian Environmental MarketsOEICDavid 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 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.
OYSTER Continental European SelectOEICMike 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 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.
Newton Global IncomeOEICNick Clay & Terry Coles
An unconstrained global equity fund, with an aim to produce a yield in excess of the MSCI World index.
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.
GAM Star TechnologyOEICMark Hawtin
An equity fund investing globally in a diversified portfolio of technology related companies.
Hermes Impact Opportunities EquityOEICTim Crockford
The 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.
Impax Environmental MarketsOEICJon 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 BiotechnologyOEICDavid 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 OpportunitiesUnit TrustHenry 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 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 - 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.