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Funds to build up your investment portfolio

As you grow in confidence as an investor and start managing your own investment portfolio, it is only right that EQi makes sure your choice of funds grows too. Here we show you how to build up your fund portfolio

  • 10%

    Out of 3,000 funds available, only 10% make it through Square Mile's selection process

  • 7

    Choose from seven funds aligned to your investment goals and appetite for risk

  • ESG

    Each fund has a "Environmental, Social and Governance" rating

  • £0

    With EQi you don't pay for fund purchases

Goal based fund selection

As you grow in confidence as an investor, it is only right that EQi makes sure your choice of funds grows too.

There are thousands of funds available so to help you narrow down which would represent a good fit for your investment goal, we’ve partnered with Square Mile, the independent investment research business.

Your investment goal should work to support your life stage - whether you have time to grow your investments, need income in your retirement or are looking to preserve your capital as you will soon withdraw money to buy a home or purchase an annuity.

Unsure which goal is right for you? Read more about investment goals here.

  • Growth

    For investors who are building up their savings

  • Income

    For investors who are seeking income from their investments

  • Preservation

    For investors not aiming for capital growth, however this does not guarantee that investments won't go down

  • Responsible

    For investors who wish to take a responsible and ethical approach to their investments

  • ESG ratings

    Funds are given a grading between 0-3 for their environmental, social and governance credentials

    (0) ESG has not been a consideration in this fund's investment process

    1 ESG factors may be considered

     ESG factors are actively considered 

     ESG is fully integrated and instrumental

Top fund picks aligned to your investing goal and appetite for risk

Please note: Other funds in these categories are available

Good to know

These fund selections are provided to EQi by Square Mile Investment Consulting Research Limited, an independent research firm.

EQi does not receive a fee or commission should you invest in any of the funds, and neither does Square Mile.

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Neither EQi or Square Mile provide advice or make recommendations about investments. If you have any doubts about the suitability of an investment, you should seek advice from a suitably qualified professional adviser.

Find out more about Square Mile

Other fund lists

  • Why EQi?

    Funds to get you started

    How do you know where to start when there are more than 3,000 funds to choose from? Start with just three, aligned to your appetite for risk. 

  • Why EQi?

    Funds for seasoned investors

    We've added new fund lists for experienced investors, so whether you're looking to invest in Emerging Markets, US equities or ethical funds, we've got 50 to choose from.