EQ Positive Impact Portfolios added to Nucleus & Transact platforms

EQ Positive Impact Portfolios added to Nucleus & Transact platforms
03.03.2017 09:45 am

EQ Positive Impact Portfolios added to Nucleus & Transact platforms


EQ Investors (EQ), the boutique wealth manager headed by John Spiers, is delighted to announce that its popular Positive Impact Portfolios are now available for financial advisers to access via the Transact & Nucleus platforms.

The portfolios launched in 2012 are designed to meet the growing investor demand for an investment approach, which delivers an attractive return and also committed to making a positive contribution to society and the environment.

The seven risk adjusted model portfolios available range from ‘Cautious’ for the most risk-adverse to ‘High Octane’ for the most risk-seeking. The models are available for advisers to invest in via the platforms at a competitive annual management fee of 0.35% + VAT.

Each of the models make use of EQ’s independent research team which conducts extensive analysis, fund selection and impact due diligence. The portfolios contain typically 20-25 socially responsible funds, covering a range of styles, asset classes, and fund management groups.

Commenting on the announcement, John Spiers, Chief Executive of EQ, said: “We are committed to working with advisers and platforms to ensure the EQ Positive Impact Portfolios are as widely available as possible.”

Damien Lardoux, Portfolio Manager at EQ, added: “Our unique Positive Impact Portfolios have been a terrific success since their launch, in line with growing evidence that companies run in a sustainable and responsible manner generate higher returns.

“Demand from all types of investors is increasing as the concept of impact investing becomes more widely known.”

The Positive Impact Portfolios are also available via the Novia and Alliance Trust platforms with further announcements due imminently. Available in ISA, SIPP or GIA accounts, the portfolios invest only in FCA authorized and recognized funds offering daily liquidity.

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