We have partnered with Square Mile, the independent investment research business, to provide a list of three starter funds.
You can choose a fund based on asset type, geography or strategic aim, complete with ESG ratings. Each fund also sets out its desired outcome so you can see at a glance if the focus is growth, income or preservation.
For investors who are building up their savings
For investors who are seeking income from their investments
For investors not aiming for capital growth, however this does not guarantee that investments won't go down.
Funds are given a grading between 0-3 for their environmental, social and governance credentials
ESG has not been a consideration in this fund's investment process
ESG factors may be considered
ESG factors are actively considered
ESG is fully integrated and instrumental
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.
How do you know where to start when there are so many funds to choose from? Start with just three, aligned to your appetite for risk.
As you build your confidence over time and know what to look for, it helps to have more choice. See our top funds aligned to your investing goals and your appetite for risk.
30 March 2020
We have removed the BNY Mellon Global Equity Income fund from the Global Equities tab as Nick Clay, the fund's manager, and his supporting team will be leaving BNY Mellon in the coming months.
As a suggested replacement from Square Mile, we have added the Janus Henderson Global Equity Income fund.
11 February 2021
We have removed the Royal London UK Equity Income fund from the UK Equities tab as the manager, Martin Cholwill, will be departing towards the end of the year.
Our UK equity list remains to offer many alternatives and so we have added an additional fund to our responsible tab, the Baillie Gifford Positive Change fund.