Compare The Platform: EQ Investors – Positive Impact Portfolio

/EQ Investors – Positive Impact Portfolio

EQ Investors – Positive Impact 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 in its portfolios.

The Positive Impact Portfolio is an ethical investment portfolio that invests in companies looking to make a positive difference. The portfolio invests in companies that address and solve global, environmental and social issues. The minimum investment is £500.

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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 over the phone.

Further information

Infographics, videos and a report on the environmental and social impact of your investment(s).

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%
(£1mil+)0.66%
Underlying fund chargesVariable: 0.7%-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. Free guides, articles and other resources.Expensive especially for modest portfolios.Socially responsible portfolio, great support and resources. Financial planning available. Higher charges reflect active funds and service levels.level.