Compare The Platform: EQ Investors – Best Ideas Portfolio

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EQ Investors – Best Ideas Portfolio

EQ Investors is a financial planning firm and wealth manager with a strong focus on impact/ethical and low-cost investing. Investors can choose to use its planning service or invest directly in its portfolios.

The Best Ideas Portfolio aims to invest in world-changing trends. Long-term investment portfolio themes revolve around Science, Infrastructure, Artificial Intelligence (AI) and Financial Technology (Fintech).

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPs Junior SIPP Lifetime ISAs Others
Research, Tools and Information

Advice, help and contact

Lots of articles and blogs with investment tips, guides and help videos. Advisers available on the phone.

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
(£0-99,999) 1.19%
(£100,000-£249,999) 0.99%
(£250,000-£499,999) 0.79%
(£500,000-£999,999) 0.69%
(£1m+) 0.66%
Underlying fund charges Variable: 0.7% to 0.8%

Minimum Investments

Lump-sum Top-ups Monthly
£1,000 £250

Compare the Platform Says

Products & Wrappers Research & Guidance Charges OVERALL SERVICE
4.0
4.0
1.0
3.0
Unique portfolio coupled with good service. The higher charges reflect use of actives and service.