Positive
Impact
Portfolios

Invest to solve social and environmental problems

For clients who want to maximise their impact and returns

Boasting a solid 10-year track record, Positive Impact is our flagship impact investing strategy, designed around the Sustainable Development Goals.

Watch the video to learn how we maximise impact and returns:

Diversified portfolios of actively managed funds running dedicated impact strategies

Invests in products and services that help to solve social and environmental problems

Award-winning impact reporting, designed to help clients connect to their money

Our positive impact approach naturally avoids controversial sectors

Globally diversified across asset classes

8 risk profiles ranging from 30-100% equity

Available for ISAs, SIPPs, GIAs and offshore bonds on a wide range of adviser platforms

Awarded a 5/5 star rating by Defaqto

Portfolio management fee: 0.32%—0.18% (depending on AUM)
Underlying fund charges: ~0.6%

Are you an offshore adviser? Click here.

2023 Impact Report

Quarterly updates

These updates showcase companies held by our Positive Impact and show how they contribute to the Sustainable Development Goals.

What we invest in

People	Planet
We support	We support
Affordable housing Education Financial inclusion and insurance Healthcare Sanitation Social care Sustainable food	Circular economy Clean energy Conservation of natural resources Energy efficiency Recycling Sustainable infrastructure Sustainable transport
We avoid	We avoid
Alcohol Armaments and military contracting Gambling Poor labour standards Tobacco Unhealthy foods	Air freight Coal Mining Oil majors Palm oil Poor environmental practices

Underlying holdings are mapped to the Sustainable Development Goals. Positive Impact maximises exposure to companies that make a positive impact:

See your impact

Our impact calculator tool lets you generate a PDF impact summary for your clients:

What positive impacts have the companies in the EQ Positive Impact Portfolios had in the last year?

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Read our 2023 Impact Report

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Positive impact associated with owning {{investamtDisplay | currency:'£':0}} of the EQ Positive Impact portfolio over the last year

Environmental impact

Social impact

Investing (e.g. buying shares in a company) does not create these outputs and outcomes: they are instead generated by the activities of our underlying portfolio holdings. An investment can be associated with these measures based on company disclosures and share of ownership. The measures shown will differ depending on the amount invested and portfolio invested in. For an in-depth explanation of our methodology, visit Impact Calculator methodology

Platform availability

Our Positive Impact portfolios are available on the following platforms:

Risk profiles

There are eight risk levels available with equity exposures ranging from 30% to 100%. To download factsheets please click on the links below:

Find out more

EQ Investors is an award-winning investment manager with a strong in-house research team. Click to find out more about our DFM service. For all enquiries about our DFM service and the Positive Impact portfolios, please get in touch: