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.
Visit The WebsiteAvailable products & Wrappers
| General Investments | ISAs | JISAs | Pensions & SIPPs | Junior SIPP | Lifetime ISAs | Others |
|---|---|---|---|---|---|---|
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% | ||
| (£1mil+) | 0.66% | ||
| Underlying fund charges | Variable: 0.7%-0.8% |
Minimum Investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £1,000 | £250 |
Compare the Platform Says
| Products & Wrappers | Research & Guidance | Charges | OVERALL SERVICE |
|---|---|---|---|
| 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. |