EQ Investors model portfolios added to AJ Bell Investcentre

by | Oct 5, 2022

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EQ Investors, the B Corp discretionary fund manager, has announced that its range of sustainable model portfolios are now available to advisers via the AJ Bell Investcentre platform.

The EQ managed portfolio ranges now accessible are Positive Impact (active), Future Leaders (passive) and Climate Action (active & passive mix). Each range offers eight risk levels, ranging from defensive to all-equity.

The AJ Bell third-party discretionary fund manager (DFM) service offers advisers access to Managed Portfolio Services (MPS) from a select group of external providers. The service is available via AJ Bell Investcentre’s Retirement Investment Account, SIPP, ISA, and General Investment Account.

EQ has been a leader in sustainable-focused strategies for several years, and this move means its sustainable portfolio range is now available across 21 different platforms.

Sophie Kennedy, Joint-CEO at EQ commented:

“We’re extremely pleased that AJ Bell Investcentre, one of the UK’s leading adviser platforms, has added EQ Investors to its panel of third-party DFMs.

“Model portfolios are becoming increasingly popular with both financial advisers and clients. We are confident our model portfolio strategies can play an important role in helping them meet their long-term financial and sustainable goals.

“We will continue to provide additional platform choice to meet demand and look forward to bringing these strategies to a wider group of advisers.”

Mark Rendle, Head of Marketing at AJ Bell Investcentre added:

“We’re pleased to welcome EQ Investors to our panel of third-party DFMs available via AJ Bell Investcentre.

Advisers have told us they value EQ Investors’ experience in providing sustainable investment portfolios and this addition to our panel helps us to ensure that we have the right choices available for advisers and their clients.”

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