Compare The Platform: EQ Investors – Best Ideas Portfolio

/EQ Investors – Best Ideas Portfolio

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 InvestmentsISAsJISAsPensions & SIPPsJunior SIPPLifetime ISAsOthers
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 CHARGESPRODUCT CHARGESOTHER 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 chargesVariable: 0.7% to 0.8%

Minimum Investments

Lump-sumTop-upsMonthly
£1,000£250

Compare the Platform Says

Products & Wrappers Research & GuidanceChargesOVERALL SERVICE
4.0
4.0
1.0
3.0
Good product range. A wealth of guides, articles and other resources.Expensive especially for modest portfolios.Unique portfolio coupled with good service. The higher charges reflect use of actives and service.