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Embark Horizon Multi-Asset Funds

The Embark Horizon fund range is provided by Embark Investments Limited to give you and your financial adviser a simple, straightforward way to help you achieve your financial goals. The five risk-profiled multi-asset funds available can be matched to your attitude to risk and capacity for loss.

Embark Horizon Brochure

Why invest into Horizon Multi Asset Funds?

Due to fluctuations in the performance of individual investmentsinvesting in a single asset class rarely meets investors’ objectives.  However, a solution that actively invests across multiple asset classes can adapt to changing market conditions and help to spread risk. The Horizon Multi-Asset fund range consists of five purpose-built funds designed to match five typical attitudes to risk, or risk profiles.

Each fund is managed with the aim of remaining within its respective risk profile. The funds invest in a number of underlying funds which in turn hold a mix of assets including equities, bonds, property and cash. The higher the risk profile of the Horizon fund, the higher risk of the underlying funds it invests in.

Your Financial Adviser can help assess your risk profile and guide you to the most appropriate fund.

The range of underlying funds are managed by Columbia Threadneedle, with Embark Investment Limited, trading as Horizon by Embark, overseeing the overall management of five portfolios.

Why Horizon Multi-Asset Funds?

  • Five multi-asset portfolios designed to align with your chose risk profile
  • Strategic Asset Allocation (SAA) provided by EValue
  • Active investment management from Columbia Threadneedle
  • Performance track record

Funds available

EMBARK HORIZON MULTI-ASSET FUND I

The fund aims to grow your investment over the medium to long term, five years or more, and to keep the fund within a designated risk profile. It is aligned to risk profile 1 – the lowest in the range – meaning it aims to deliver growth through assets that demonstrate moderate price fluctuations, with greater emphasis placed on fixed income securities and lower exposure to equities.

Risk profile – Cautious

Embark Horizon Multi-Asset Fund I

EMBARK HORIZON MULTI-ASSET FUND II

The fund aims to grow your investment over the medium to long term, five years or more, and to keep the fund within a designated risk profile. It is aligned to risk profile 2, meaning it aims to deliver growth through assets that demonstrate moderate price fluctuations, with emphasis placed on fixed income securities and equities and some exposure to property.

Risk profile – Moderately Cautious

Embark Horizon Multi-Asset Fund II

EMBARK HORIZON MULTI-ASSET FUND III

The fund aims to grow your investment over the medium to long term, five years or more and to keep the fund within a designated risk profile. It is aligned to risk profile 3, meaning it aims to deliver growth through assets that may demonstrate moderate to large price fluctuations. This could mean there is a greater exposure in the underlying funds towards equities, lower exposure to fixed income securities and some exposure to property.

Risk profile – Balanced

Embark Horizon Multi-Asset Fund III

EMBARK HORIZON MULTI-ASSET FUND IV

The fund aims to grow your investment over the medium to long term, five years or more, and to keep the fund within a designated risk profile. It is aligned to risk profile 4, meaning it aims to deliver growth through assets that may demonstrate moderate to large price fluctuations, with greater exposure to equity and some fixed income securities and property

Risk profile – Moderately Adventurous

Embark Horizon Multi-Asset Fund IV

EMBARK HORIZON MULTI-ASSET FUND V

The fund aims to grow your investment over the medium to long term, five years or more, and to keep the fund within a designated risk profile. It is aligned to risk profile 5 – the highest in the range – meaning it aims to deliver growth through assets that may demonstrate large price fluctuations, with greatest exposure to equity and some exposure to property. There may also be some exposure to emerging markets.

Risk profile – Adventurous

Embark Horizon Multi-Asset Fund V

Important documents

Before investing in a fund, please make sure you have read the information contained in the relevant fund’s Key Investor Information Document (KIID) and the supplementary information document.

Did you open a Stocks and Shares ISA after 1 January 2017?

You’ll be able to manage your plan online in your own personal dashboard. Sign into dashboard here and for all other queries please contact 0370 242 5597.

Fund Name
Share Class
Type
Price Date
Price (pence)
Embark Horizon Multi-Asset Fund I
Share Class: Z
Type: Inc
Price Date: 28-MAY-20
Price (pence): 62.06
Embark Horizon Multi-Asset Fund I
Share Class: Z
Type: Acc
Price Date: 28-MAY-20
Price (pence): 64.88
Embark Horizon Multi-Asset Fund I
Share Class: I
Type: Inc
Price Date: 28-MAY-20
Price (pence): 62.26
Embark Horizon Multi-Asset Fund I
Share Class: I
Type: Acc
Price Date: 28-MAY-20
Price (pence): 65.03
Embark Horizon Multi-Asset Fund I
Share Class: E
Type: Acc
Price Date: 28-MAY-20
Price (pence): 65.43
Embark Horizon Multi-Asset Fund II
Share Class: Z
Type: Inc
Price Date: 28-MAY-20
Price (pence): 63.87
Embark Horizon Multi-Asset Fund II
Share Class: Z
Type: Acc
Price Date: 28-MAY-20
Price (pence): 67.26
Embark Horizon Multi-Asset Fund II
Share Class: I
Type: Inc
Price Date: 28-MAY-20
Price (pence): 64.22
Embark Horizon Multi-Asset Fund II
Share Class: I
Type: Acc
Price Date: 28-MAY-20
Price (pence): 67.44
Embark Horizon Multi-Asset Fund II
Share Class: E
Type: Acc
Price Date: 28-MAY-20
Price (pence): 67.80
Embark Horizon Multi-Asset Fund III
Share Class: Z
Type: Inc
Price Date: 28-MAY-20
Price (pence): 65.51
Embark Horizon Multi-Asset Fund III
Share Class: Z
Type: Acc
Price Date: 28-MAY-20
Price (pence): 69.60
Embark Horizon Multi-Asset Fund III
Share Class: I
Type: Inc
Price Date: 28-MAY-20
Price (pence): 65.90
Embark Horizon Multi-Asset Fund III
Share Class: I
Type: Acc
Price Date: 28-MAY-20
Price (pence): 69.82
Embark Horizon Multi-Asset Fund III
Share Class: E
Type: Acc
Price Date: 28-MAY-20
Price (pence): 70.18
Embark Horizon Multi-Asset Fund IV
Share Class: Z
Type: Inc
Price Date: 28-MAY-20
Price (pence): 67.21
Embark Horizon Multi-Asset Fund IV
Share Class: Z
Type: Acc
Price Date: 28-MAY-20
Price (pence): 71.14
Embark Horizon Multi-Asset Fund IV
Share Class: I
Type: Inc
Price Date: 28-MAY-20
Price (pence): 67.66
Embark Horizon Multi-Asset Fund IV
Share Class: I
Type: Acc
Price Date: 28-MAY-20
Price (pence): 71.34
Embark Horizon Multi-Asset Fund IV
Share Class: E
Type: Acc
Price Date: 28-MAY-20
Price (pence): 71.72
Embark Horizon Multi-Asset Fund V
Share Class: Z
Type: Inc
Price Date: 28-MAY-20
Price (pence): 73.39
Embark Horizon Multi-Asset Fund V
Share Class: Z
Type: Acc
Price Date: 28-MAY-20
Price (pence): 76.43
Embark Horizon Multi-Asset Fund V
Share Class: I
Type: Inc
Price Date: 28-MAY-20
Price (pence): 73.69
Embark Horizon Multi-Asset Fund V
Share Class: I
Type: Acc
Price Date: 28-MAY-20
Price (pence): 76.67
Embark Horizon Multi-Asset Fund V
Share Class: E
Type: Acc
Price Date: 28-MAY-20
Price (pence): 77.08

£33bn↑

Assets under admin

100%

Independent

360,000

Individual clients

9

Locations nationwide

*Figures are pro-forma and include the recent acquisitions of Alliance Trust Savings and Zurich businesses. All figures as at 1 March 2020.

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