Wealth management and Financial Planning firm EQ Investors has announced that its Positive Impact Portfolios are now available via Aviva’s Platform.
The portfolios are selected to make "a positive contribution to society and/or the environment" as well as a financial return and are also available via the Alliance Trust, Novia, Nucleus, 7IM, Standard Life and Transact platforms. They were launched in 2012.
The portfolios are invested in open-ended funds and extend across the spectrum of risk profiles, ranging from ‘cautious’ for the most risk-adverse, to ‘high octane’ for the most aggressive. The models are available for advisers to invest in at an annual management fee of 0.35% + VAT.
The portfolios contain 20-25 funds, covering a range of styles, asset classes and fund management groups. Each model makes use of EQ’s research team which conducts extensive analysis, fund selection and impact due diligence
Damien Lardoux, portfolio manager at EQ Investors, said: “Our unique Positive Impact Portfolios have been a terrific success since their launch, in line with growing evidence that companies developing new products or services helping to tackle today’s social and environmental issues generate higher returns.
“We are committed to working with advisers and platforms to ensure the EQ Positive Impact Porfolios are as widely available as possible.”