EQ Investors, Nordea Launch Low-Cost ESG Multi-Asset Funds

EQ Investors has partnered with Nordea Asset Management to launch two ESG-screened multi-asset funds, offering financial advisers access to low-cost responsible investment strategies through a single, risk-rated holding. Announced on 10 November 2026, the Nordea EQ Future Leaders Multi-Asset Balanced Fund and Nordea EQ Future Leaders Multi-Asset Adventurous Fund aim to deliver long-term capital growth and market-like returns while incorporating environmental, social and governance considerations.

 

The Balanced Fund targets 60% equity exposure, while the Adventurous Fund targets 80%. Both funds will be available through investment platforms for ISAs, self-invested personal pensions (SIPPs), general investment accounts and offshore bonds. Early investors can access a founder share class with an ongoing charges figure of 0.35% for both funds, alongside a standard share class.

 

Read more: Morningstar Reports $6.5B Sustainable Fund Inflows Despite US Outflows

 

The funds follow EQ's Future Leaders investment methodology, excluding 10 business activities, including fossil fuel extraction, armaments, tobacco and gambling, subject to defined thresholds. The strategy also screens out companies with poor ESG performance or violations of international norms. Its equity holdings target a higher average ESG score and lower carbon footprint than the MSCI All Country World Index.

 

EQ Investors will act as strategic adviser, setting asset allocations, monitoring responsible investment characteristics and overseeing client reporting. Nordea will manage daily fund operations, liquidity and regulatory governance, using its BetaPlus Enhanced investment methodology. Sophie Kennedy, Joint CEO at EQ Investors, said, "We’ve spent more than a decade building our approach to sustainable and responsible investing, and these funds bring that experience to advisers in a single holding."

 

The new funds complement EQ's existing model portfolio service, which manages more than £2 billion in assets. David Crawford, Head of Nordea Asset Management UK, highlighted growing demand for affordable sustainable portfolios with competitive risk-adjusted returns. The partnership expands access to ESG-screened investments for advisers seeking diversified, lower-cost fund options, although the strategies' target returns and sustainability characteristics are not guaranteed.

 

Source: EQ Investors