EQ Investors slashes DFM fees across products

Standard charge of EQ Positive Impact Portfolios falls to 0.33%

Lauren Mason
clock • 1 min read

Wealth management firm EQ Investors has reduced its annual discretionary fund management (DFM) charge as of today (1 July), with VAT no longer chargeable across its model portfolio service and a two basis-point drop on the standard charge of its EQ Positive Impact Portfolios to 0.33%.

Companies with more than £5m invested in the Positive Impact range will receive further discounts; those with between £5m and £15m will pay 0.3%; investors with between £15m and £30m in the products will pay fees of 0.25%; and those with more than £30m to invest will pay 0.2%. DFM charges will also reduce across its EQ Future Leaders portfolios depending on the amount that is invested; fees for those with less than £5m invested are 0.25%; those with £5m to £15m to invest will be charged 0.2%; £15m to £30m investments will carry a 0.15% charge and those with more than £30m in any of the p...

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