- EQ Investors - https://eqinvestors.co.uk -

Low Cost 3

Growth
Bonds: Corporate Credit - HY
[1]AXA Pan European High Yield Bond [1]A fund focusing on the European high yield bond marketDetails [1]
[2]AXA US Short Duration High Yield [2]A high yield bond funds which invests in securities that have a maturity of under 3 years.Details [2]
Equities: Global
[3]BMO Responsible Global Equity [3]A global equity fund investing in companies considered to be making a positive contribution to society and the environment.Details [3]
[4]BNY Mellon Global Income [4]A global equity fund with investing in cash generative companies with strict dividend requirements.Details [4]
[5]Rathbone Global Opportunities [5]A global equity fund seeking to investing in under-the-radar and out-of-favour companies with growth opportunities.Details [5]
[6]Fundsmith Equity [6]A global equity fund investing in companies with sustainably growing cash flows and durable business models.Details [6]
Equities: US & North America
[7]Aviva Investors US Equity Income II [7]A differentiated US equity income fund, attempting to generate a competitive yield with a low volatility.Details [7]
[8]iShares US Equity Tracker [8]A fund that looks to track the performance of large and medium sized companies in the United StatesDetails [8]
[9]Vanguard US Equity Index [9]A fund that looks to track the performance of companies of all sizes in the United States.Details [9]
Equities: UK
[10]AXA Framlington UK Smaller Companies [10]An equity fund investing in small sized UK companiesDetails [10]
[11]EdenTree Amity UK [11]A UK equity fund that invests in companies with a positive impact on society and the environment.Details [11]
[12]Fidelity UK Index [12]A fund that looks to track the performance of the FTSE All Share Index, which contains all listed companies in the United Kingdom on the main index.Details [12]
[13]JOHCM UK Equity Income [13]An equity fund investing in mid to small cap companies, whilst aiming to generate an attractive income.Details [13]
[14]JOHCM UK Dynamic [14]This fund focuses on investing in restructure, recovery and hidden growth stocks.Details [14]
[15]Liontrust Special Situations [15]A long only UK equity growth fund consisting of high quality companies with strong balance sheetsDetails [15]
[16]Royal London FTSE 350 Tracker [16]A fund that looks to track the performance of large and medium sized companies in the UKDetails [16]
[17]ASI UK Ethical Equity [17]A fund that looks to deliver a portfolio of UK stocks across the market cap spectrum that are chosen for their positive impact on society and the environment.Details [17]
[18]Threadneedle UK Equity Income [18]An equity fund investing predominately in large sized UK companies that in addition pays an income to investors.Details [18]
[19]iShares 100 UK Equity Tracker [19]A tracker fund offering exposure to the FTSE 100 Index total return performance.Details [19]
[20]Royal London Sustainable Leaders Trust [20]This is a UK Equity fund that will predominately invest in large cap stocks chosen for their positive impact on society and the environment.Details [20]
[21]L&G UK 100 Index [21]A fund that looks to track the performance of the FTSE 100 Index, which contains the largest 100 listed companies in the United KingdomDetails [21]
[22]Ninety One UK Sustainable Equity [22]This fund invests in quality companies that exhibit strong internal and external sustainability within the ten Sustainable Themes developed by Investec. Companies thus score highly I meeting both ESG and Impact investing targets.Details [22]
Equities: Europe
[23]Liontrust Sust Future European Growth [23]A fund that looks to deliver a portfolio of European stocks that are chosen for their positive impact on society generally as well as growth potential.Details [23]
[24]Artemis European Opportunities [24]An equity fund investing predominately in large and medium sized European companies excluding the UK.Details [24]
[25]iShares Continental European Equity Tracker [25]A fund that looks to track the performance of large and medium sized companies in Continental EuropeDetails [25]
[26]Janus Henderson Horizon Euroland GBP [26]An equity fund investing predominately in large and medium sized Continental European companies.Details [26]
[27]Jupiter European [27]An equity fund investing in large sized European companies.Details [27]
[28]ASI Europe ex UK Income Equity [28]A fund that invests in a concentrated portfolio of stocks, to generate a sustainable level of income together with some capital growth.Details [28]
[29]Threadneedle European Select [29]An equity fund investing predominately in large cap European companies with a bias towards those companies who have strong brands and intellectual property.Details [29]
[30]OYSTER Continental European Select [30]A high conviction European all-cap fund investing in high quality companies exhibiting a competitive advantage at attractive valuations.Details [30]
[31]UBAM Positive Impact Equity [31]A European equity fund that invests in companies with products and / or services that aim to deliver positive social and environmental impact. Details [31]
Equities: Asia
[32]Fidelity Asia [32]An equity fund investing in stocks throughout the Pacific Basin, excluding Japan.Details [32]
[33]Stewart Investors Asia Pacific Leaders [33]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.Details [33]
[34]Impax Asian Environmental Markets [34]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.Details [34]
[35]L&G Pacific Index [35]A fund that looks to track the performance of Asia Pacific ex-Japan equities.Details [35]
[36]Janus Henderson Asian Dividend Income [36]A fund investing in high yielding companies in the Asia region.Details [36]
[37]Hermes Asia ex-Japan Equity [37]A fund that follows a contrarian strategy, investing in large sized companies in the Pacific basin.Details [37]
Equities: Japan
[38]Baillie Gifford Japanese [38]An equity fund investing in large sized Japanese companies.Details [38]
[39]Morant Wright Nippon Yield Fund [39]A Japanese equity fund that invests in companies with strong financial positions in order to support high dividend yields relative to the market.Details [39]
[40]Fidelity Japan Index [40]A fund that tracks the performance of large and medium sized Japanese companies.Details [40]
Equities: Emerging Markets
[41]iShares Emerging Markets Equity Tracker [41]A fund that looks to track the performance of large and medium sized companies in global emerging marketsDetails [41]
[42]Hermes Global Emerging Markets [42]An equity fund investing predominately in stocks of emerging market countries.Details [42]
[43]BMO Responsible Global Emerging Markets [43]The fund invests in stocks within Emerging Market countries, looking for companies that fit within six themes which are engaged in positive change on society and renewable energy, and supportive of long term growth.Details [43]
[44]Vanguard Emerging Markets Equity Index [44]A fund that aims to track the performance of in global emerging markets.Details [44]
Equities: Thematic
[45]First State Global Listed Infrastructure Fund [45]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.Details [45]
[46]FP WHEB Sustainability [46]A fund that looks to deliver a portfolio of stocks that play into selected social and environmental themes that are chosen for their positive impact as well as the potential for compelling returns.Details [46]
[47]GAM Star Disruptive Growth [47]An equity fund investing globally in a diversified portfolio of technology related companies.Details [47]
[48]Impax Environmental Markets [48]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.Details [48]
[49]Pictet Water [49]A fund that invests in equities that benefit from the global growth in demand for clean water and related industries.Details [49]
[50]Sarasin Food and Agricultural Opportunities [50]A thematic fund that invests in companies globally which generates most of their revenues from sustainable food and agricultural themes.Details [50]
[51]Impax Environmental Leaders [51]A fund managed by the largest independent environmentally focused investment house that looks to deliver a portfolio of stocks that play into resource efficiency themes.Details [51]
[52]Polar Capital Biotechnology [52]A thematic equity fund that gives investors access to both large and small companies in the rapidly growing biotechnology spaceDetails [52]
[53]Janus Henderson Global Sustainable Equity [53]The fund invests in a concentrated portfolio of companies globally that have a positive impact on the society or the environment.Details [53]
[54]Miton Global Infrastructure Income [54]The fund is focused on income generation, and aims to deliver a comfortable yield of 4-5% p.a. growing at 4-6%. In addition to yield, the manager focuses on identifying high quality companies with strong balance sheets to protect on the downside.Details [54]
[55]Hermes Impact Opportunities Equity [55]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.Details [55]
Equities: Frontier Markets
[56]MAGNA New Frontiers [56]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.Details [56]
Absolute Return: Long / Short
[57]MW TOPS UCITS FUND [57]A quantitative long / short equity market neutral strategy designed to deliver a positive return through both bull and bear marketsDetails [57]
[58]Merian Global Equity Absolute Return GBP [58]A long / short market neutral strategy which aims to achieve a positive return irrespective of whether markets are rising or falling.Details [58]
[59]Janus Henderson UK Absolute Return [59]A long / short equity fund which follows a market neutral strategy, aiming to achieve a positive return independent to the direction of stock markets.Details [59]
[60]Man GLG Innovation Equity [60]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 communitDetails [60]
Mixed Investments
Equities: IA Flexible Investment
[61]Liontrust Sust Future Absolute Growth [61]A fund that looks to deliver a portfolio of global stocks that are chosen for their positive impact on society and environment generally as well as growth potential.Details [61]
Mixed Investments: IA OE Mixed Investment 20-60%
[62]Troy Trojan [62]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.Details [62]
[63]Ruffer Total Return [63]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.Details [63]
[64]CG Absolute Return [64]A mixed-asset fund investing across asset classes, both risk assets at an intrinsic discount, as well as a variety of defensive strategies to provide suitable ballast.Details [64]
Mixed Investments: IA OE Mixed Investment 40-85%
[65]Royal London Sustainable World Trust [65]A fund that will allocate between the equities and bonds of companies which have a positive effect on society and the environment.Details [65]
Mixed Investments: IA OE Mixed Investments 0-35%
[66]Ninety One Diversified Income [66]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.Details [66]
Defensive
Bonds: Short Dated
[67]Muzinich Enhanced Yield Short Term GBP [67]An corporate bond fund with a diversified portfolio across both European and US investment grade and high yield bonds.Details [67]
[68]Royal London Duration Hedged Credit [68]A fixed income fund that invests predominantly in investment grade sterling corporate bonds, with a limited exposure to interest rate riskDetails [68]
[69]TwentyFour Monument Bond [69]A fixed income fund investing exclusively in lower risk Asset Backed Securities across Europe.Details [69]
[70]Insight High Grade ABS [70]An asset backed securities (ABS) strategy focused on higher-rated paper in the European market.Details [70]
[71]L&G Short Dated Sterling Corporate Bond Index [71]A fund that tracks the performance of investment grade sterling corporate bonds with maturities of 1-5 years.Details [71]
[72]EdenTree Amity Short Dated Bond [72]A high quality investment grade only bond fund, with its strategy built upon a “profit with principles” approach which is achieved by investing responsible in sustainable businesses.Details [72]
Bonds: Government Bonds
[73]Vanguard UK Government Bond Index [73]A fund that looks to track the performance of UK government bondsDetails [73]
[74]Vanguard US Government Bond Index [74]A fund that looks to track the performance of US government bondsDetails [74]
Bonds: Corporate Credit - IG
[75]Liontrust Sust Future Corporate Bond [75]A fixed income fund that focuses mainly on the bonds of UK corporates which make a positive contribution to society and the environment through sustainable and socially responsible practicesDetails [75]
[76]Royal London Sustainable Managed Income [76]A fixed income fund that invests primarily in corporate bonds issued in the UK and selected by an experienced sustainability team.Details [76]
[77]BMO Responsible Sterling Bond [77]A fixed income fund that invest in corporate bonds selected after both a negative and positive screening.Details [77]
[78]Rathbone Ethical Bond [78]A fixed income fund that focuses on the bonds of UK corporates that are engaged in activities with a benefit to society and the environmentDetails [78]
[79]Royal London Corporate Bond Fund [79]A fixed income fund that invests predominantly in investment grade sterling corporate bonds.Details [79]
[80]Threadneedle UK Social Bond [80]A fund that focuses on the corporate bonds of UK corporates and institutions which make a positive contribution to society.Details [80]
[81]L&G Sterling Corporate Bond Index [81]A fund that looks to track the performance of Sterling corporate bonds of investment grade quality.Details [81]
[82]Allianz Green Bond [82]The fund invests into green bonds, which are bonds raised to finance projects meeting specific environmental criteria. Allianz Green Bond is one of the first funds focusing on this relatively new and fast growing asset class.Details [82]
[83]Threadneedle European Social Bond [83]A fund that focuses on the corporate bonds of European corporates and institutions which make a positive contribution to society.Details [83]
[84]Rathbone (Lux) Ethical Bond [84]A fixed income fund that focuses on the bonds of UK corporates that are engaged in activities with a benefit to society and the environment.Details [84]
[85]Wellington Global Impact Bond [85]A global investment grade fund aiming to achieve both attractive financial returns and a meaningful social and/or environmental impact.Details [85]
Bonds: Flexible Bonds
[86]EdenTree Amity Sterling Bond [86]A fixed income fund that focuses mainly on the bonds of UK corporates which make a positive contribution to society and the environment through sustainable and socially responsible practicesDetails [86]
[87]Janus Henderson Strategic Bond [87]A fixed income fund that invests in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares and other bonds.Details [87]
[88]Fidelity Strategic Bond [88]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.Details [88]
[89]TwentyFour Dynamic Bond [89]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.Details [89]
[90]Hermes Multi Strategy Credit [90]A fund investing across the full spectrum of credit asset classes, structurally allocating to the best long ideas as well as defensive trades to protect the portfolio in a market downturn.Details [90]
[91]TwentyFour Strategic Income [91]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.Details [91]
Bonds: Inflation Linked Bonds
[92]Royal London Global Index Linked [92]An inflation-linked government bond fund with geographically diversified exposure to the government index linked bond market. Details [92]
[93]Royal London Short Duration Global Index Linked [93]An inflation-linked government bond fund with geographically diversified short duration exposure to the government index linked bond market. Details [93]
Alternatives
Property: Property
[94]BMO UK Property [94]A fund investing predominately in direct commercial property assets in the UK.Details [94]
Property: Global Property
[95]Sarasin Sustainable Equity Global Real Estate [95]A fund that invests in ethically screened securities of real estate companies globally with a focus on sustainable buildings.Details [95]
Absolute Return: Directional Trading
[96]Alma Platinum IV Systematic Alpha Fund [96]The fund follows the Winton Diversified Programme, a successful CTA strategy which invests globally in long and short positions and attempts to provide a positive return irrespective of market conditions, with low correlation to traditional asset classesDetails [96]
[97]JPMorgan Global Macro Opportunities [97]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.Details [97]
[98]Montlake DUNN WMA Institutional [98]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.Details [98]
Absolute Return: Multi Strategy
[99]BNY Mellon Real Return [99]A global multi-asset fund attempting to achieve a positive return over a three year rolling period, irrespective of market movements.Details [99]
[100]Invesco Perpetual Global Targeted Income [100]An absolute return mandate attempting to deliver a positive total return in all market conditions over a three year rolling period, targeting an income of 3.5% per annum over UK 3 month LIBOR.Details [100]
[101]BlackRock Style Advantage [101]Designed to provide attractive, diversified risk-adjusted returns with low correlation to the major equity and bond markets. The fund invests in a diverse set of long/short portfolios, each of which represents exposure to a specific “style factor” that has been proven to outperform over long time periods of time.Details [101]
Absolute Return: Event Driven
[102]Lumyna PSAM Global Event UCITS [102]The fund invests in companies involved in corporate events such as mergers or acquisitions on a global basis.Details [102]
[103]Boussard & Gavaudan EUR [103]A multi-strategy event driven fund investing in a variety of arbitrage and relative value strategies, primarily focused around hard catalyst eventsDetails [103]
[104]Boussard & Gavaudan GBP [104]Details [104]
Absolute Return: Relative Value
[105]Goldman Sachs Global Strategic Macro Bond [105]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.Details [105]