EQ Investors cuts fees on sustainable range

Increase in size in ESG portfolios has allowed the group to cut costs

UK wealth manager EQ Investors has reduced fees on its sustainable model portfolio ranges.

The group said the increase in size in these portfolios has allowed the group to cut costs as investor appetite for responsibly invested mandates grows.

From 1 July, EQ Investors is reducing its standard charge for the EQ Positive Impact Portfolios from 0.35% to 0.33%.

Additionally, for firms investing over £5m with EQ we are further reducing our DFM charges:

Total assets managed by EQ:EQ Future Leaders
EQ Positive Impact Portfolios
< £5m0.25%0.33%
> £30m*0.125%0.20%

Furthermore, VAT will no longer be chargeable on the EQ Investors DFM Model Portfolio Service.

The group said this reduces the standard DFM charge for its flagship EQ Positive Impact Portfolios from 0.42% to 0.33%.

See also : – Video interview: EQ Investors’ Kennedy unveils Future Leaders range

Damien Lardoux (pictured), head of impact investing at EQ, commented: “As our sustainable DFM business has increased in size we are happy to be able to pass on some of our cost savings to our adviser community as more people align their investments with their values.”

John Spiers, CEO at the firm, added: “Our DFM proposition is growing strongly, with clients delighted both with the investment performance and the market leading quality of service, especially with regard to impact reporting. We are grateful for each partnership we form and are pleased to show our appreciation by reducing costs for clients which we fully understand is an important consideration for all advisers.”


Natalie Kenway

Natalie is editor in chief at MA Financial covering ESG Clarity, Portfolio Adviser and International Adviser. She was previously global head of ESG insight for ESG Clarity and has been an investment journalist...