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

Positive Impact – Cautious Plus

Fund typeManaged by
Bonds - Investment Grade
Allianz Green Bond [1]OEICHervé Dejonghe & Julien Bras [2]
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.
Bonds - Investment grade
EdenTree Amity Short Dated Bond [3]OEICChris Hiorns & David Katimbo-Mugwanya [4]
EdenTree Amity Short Dated Bond fund is 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.
Bonds - Investment Grade
Edentree Amity Sterling Bond [5]OEICRobin Hepworth & Chris Hiorns [6]
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 practices
Liontrust Sustainable Future Corporate Bond [7]OEICStuart McMaster, Kenny Watson & Aitken Ross [8]
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 practices
Rathbone Ethical Bond [9]OEICBryn Jones [10]
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
Royal London Sustainable Managed Income [11]Unit TrustRichard Nelson [12]
A fixed income fund that invests primarily in corporate bonds issued in the UK and selected by an experienced sustainability team.
Threadneedle UK Social Bond [13]OEICSimon Bond [14]
A fund that focuses on the corporate bonds of UK corporates and institutions which make a positive contribution to society.
Equities - Asia
Impax Asian Environmental Markets [15]OEICDavid Li & Bruce Jenkyn-Jones [16]
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.
Equities - Emerging Markets
BMO Responsible Global Emerging Markets Equity Fund [17]SICAVSam Mahtani & Jeff Chowdhry [18]
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.
Equities - Europe
Liontrust Sustainable Future European Growth [19]OEICNeil Brown & Peter Michaelis [20]
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.
Equities - Global
BMO Responsible Global Equity [21]OEICJamie Jenkins & Nick Henderson [22]
A fund that looks to deliver a portfolio of global stocks that are considered to be making a positive contribution to society and the environment.
Equities - Thematic
FP WHEB Sustainability [23]OEICTed Franks [24]
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.
Hermes Impact Opportunities Equity [25]OEICTim Crockford [26]
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 Leaders [27]OEICHubert Aarts, David Winborne & Bruce Jenkyn-Jones [28]
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.
Janus Henderson Global Sustainable Equity [29]OEICHamish Chamberlayne & Nick Anderson [30]
The fund invests in a concentrated portfolio of companies globally that have a positive impact on the society or the environment.
Pictet Water [31]OEICHans Peter Portner [32]
A fund that invests in equities that benefit from the global growth in demand for clean water and related industries.
Polar Capital Biotechnology [33]OEICDavid Pinniger [34]
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 [35]Unit TrustHenry Boucher [36]
A thematic fund that invests in companies globally which generates most of their revenues from sustainable food and agricultural themes.
Equities - UK
ASI UK Ethical Equity [37]OEICLesley Duncan [38]
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.
Investec UK Sustainable Equity [39]OEICMatt Evans [40]
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.
Royal London Sustainable Leaders Trust [41]Unit TrustMike Fox [42]
This is a UK Equity fund that will predominately invest in large cap stocks chosen for their positive impact on society and the environment.
Property - REITs
Sarasin Sustainable Equity Global Real Estate [43]Unit TrustGuy Mountain [44]
A fund that invests in ethically screened securities of real estate companies globally with a focus on sustainable buildings.