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Simply EQ

Simply EQ is one of the oldest sustainable investment firms in the business. It specialises in impact/ethical investing and in low-cost investing. You can use its planning service or go it alone and invest directly in its portfolios.

The Best Ideas Portfolio aims to invest in world-changing trends. Long-term investment portfolio themes revolve around science, infrastructure, artificial intelligence (AI) and financial technology (fintech).
The Future Leaders Portfolio is a cheaper alternative to the other EQ offerings. The portfolio is usually comprised of 10 to 15 index trackers.
With the Climate Action Portfolio, you can invest in businesses that reduce the risks posed by climate change. These are companies that is ahead of the curve in carbon efficiency and those whose products and services provide solutions to decarbonisation.
The Positive Impact Portfolio is an ethical investment portfolio that invests in companies looking to make a positive difference. The portfolio invests in companies that address and solve global, environmental and social issues.

Available products & wrappers

General investments ISAs Lifetime ISAs Junior ISAs Pensions & SIPPs Junior pensions & SIPPs Other

Table of charges

Platform charges Product charges Other charges
(£0-99,999) 0.99%
(£100,000-£249,999) 0.83%
(£250,000-£499,999) 0.66%
(£500,000-£999,999) 0.58%
Underlying fund charges 0.25%-0.6%

Research, tools and information

Advice, help and contact

Lots of articles and blogs with investment tips, guides and help videos. Advisers available over the phone.

Minimum investments

Lump-sum Top-ups Monthly
£1,000 £250

Compare + Invest review of Simply EQ

Products & wrappers Research & guidance Charges Overall rating
4/5
4/5
1/5
3/5
Socially responsible portfolio, great support and resources. Financial planning available. Higher charges reflect active funds and service levels.