EQ Model Portfolio: Positive Impact – High Octane

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

Growth
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: UK
ASI UK Ethical EquityA 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
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
Investec 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
Equities: Europe
Liontrust Sust Future European GrowthA 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
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
FP WHEB SustainabilityA 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
Impax Environmental MarketsA 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
Pictet WaterA fund that invests in equities that benefit from the global growth in demand for clean water and related industries.Details
Sarasin Food and Agricultural OpportunitiesA thematic fund that invests in companies globally which generates most of their revenues from sustainable food and agricultural themes.Details
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
Equities: Emerging Markets
BMO Responsible Global Emerging MarketsThe 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
Alternatives
Property: Global Property
Sarasin Sustainable Equity Global Real EstateA fund that invests in ethically screened securities of real estate companies globally with a focus on sustainable buildings.Details