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?
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Growth
For investors who are building up their savings
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Income
For investors who are seeking income from their investments
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Preservation
For investors not aiming for capital growth, however this does not guarantee that investments won't go down.
Investment Risk Warnings
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.
EQi does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.
The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.
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ESG ratings
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
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EQi explains
Find out more about funds
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EQi explains
How do Square Mile pick and rate funds?
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EQi explains
How to read fund factsheets
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.
Other fund lists
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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.
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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.