Advisers Can Now Access Positive Impact Portfolios on Alliance Trust Savings Platform

by | Aug 23, 2016

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Brown Shipley

Advisers will now be able to access the specialist Positive Impact Portfolios on the Alliance Trust Savings platform.

They also remain available via the Novia platform and the Simply EQ service.

Established by EQ Investors in 2012, the discretionary managed portfolios are designed to provide access to socially responsible investments, together with attractive financial returns. The portfolios contain around 20 to 25 of what are described as socially responsible funds. These set out to cover a range of styles, asset classes and fund management groups.

EQ Investors has listed the key features of its Positive Impact Portfolios which include:

  • seven risk profiles with the maximum equity exposure ranging from 35% to 100%;
  • independent research team conducting financial and socially responsible due diligence;
  • available in ISA, SIPP or GIA accounts;
  • annual management charge of 0.35% plus VAT;
  • investing only in FCA authorised and recognised funds offering daily liquidity.

Chief Executive of EQ Investors John Spiers said: “Our unique Positive Impact Portfolios have been a terrific success since their launch in 2013, in line with growing evidence that companies run in a sustainable and responsible manner generate higher returns.

“We are committed to working with advisers and ensuring the portfolios are available to their clients where possible. The inclusion of our Positive Impact Portfolio services on the Alliance Trust Savings platform is further evidence of our continuing support to advisers. We are pleased that we have bought socially responsible investing to the platform for the first time.”

Head of Platform Proposition at Alliance Trust Savings Sara Wilson added: “We are delighted to welcome EQ as our latest DFM partner. Feedback from intermediaries is that having access to a range of model portfolios from leading DFMs is becoming increasingly important in meeting individual client investment needs and EQ’s focus on socially responsible investing fits well with our proposition.”

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