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Funds list for seasoned investors

Call on our wide choice of funds to make sure your investments remain aligned with your long-term goals

Select from our rated funds list

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. 

What's your desired outcome?

  • 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.

  • 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

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.

More about Square Mile

Other fund lists

  • Why EQi?

    Funds to get you started

    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. 

  • Why EQi?

    Funds to build up your portfolio

    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.

Fund list updates 

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.