EQ Model Portfolio: Positive Impact – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained in its selection criteria from within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

Current Portfolio

Equities: Global
BMO Responsible Global EquityA global equity fund investing in companies considered to be making a positive contribution to society and the environment.Details
Equities: Asia
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
Equities: Thematic
Impax Environmental LeadersA 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
Polar Capital BiotechnologyA thematic equity fund that gives investors access to both large and small companies in the rapidly growing biotechnology spaceDetails
Janus Henderson Global Sustainable EquityThe fund invests in a concentrated portfolio of companies globally that have a positive impact on the society or the environment.Details
Hermes Impact Opportunities EquityThe 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
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: UK
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
Ninety One UK Sustainable EquityThis 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