Horizon by Embark attains 5 Crowns across the board for its multi-asset funds

Horizon by Embark today announces that all five of its multi-asset funds have been awarded a five-Crown rating, the highest rating possible, by FE fundinfo’s Crown Fund Ratings.

The Crown Fund Rating is based on a fund’s historical performance relative to an appropriate benchmark, and assesses three key aspects - alpha, volatility and consistent performance - to dictate the one-to-five Crown score. The ratings are designed to help investors distinguish funds that have superior performance in terms of allocation, consistency and risk control.

Horizon’s five risk-profiled funds are designed to optimise returns for a given level of risk. They have a unique investment process, benefitting from a robust three layers of management. The strategic asset allocation is carried out by EValue, using their stochastic asset model. Columbia Threadneedle’s multi-asset team conducts the tactical allocation and active asset management, and the Horizon team provides a final layer of risk management oversight.

These FE fundinfo Crown Ratings are the latest addition to a strong record of industry recognition, with all five Horizon Funds having a Defaqto 5 Diamond Risk Targeted Fund Family Rating.

Thomas Rostron, CEO, Horizon by Embark, commented:

“The award of five Crowns for all our multi-asset funds is great recognition of the benefits our active, adaptable risk-rated solutions have brought to our investors.”




Editors’ notes

 For further information, please contact:

Quintin Keanie

The Agency Partnership (Embark Media Relations)

Email: [email protected]

Tel: 07880 602902

About Embark Group

Embark Group is a full-scale UK retirement solutions provider, active in the areas of Investment Platform, SIPP, SSAS, Fund Research and Employee Benefits Consulting. The Group trades under the brands Embark, Vested, Rowanmoor and The Adviser Centre. It also operates a wide portfolio of white label services for business such as RBS Coutts, Standard Life, Nutmeg, BestInvest, Charles Stanley, Moneyfarm and Wealthsimple. Businesses within the Embark Group have been established in the market for more than 40 years and have a long history of working closely with intermediary distribution partners and consumers of all levels of affluence.

The Group now has more than £35bn in assets under administration on behalf of c405,000 consumer clients, operating across nine UK locations (London, Bolton, Dundee, Edinburgh, Leeds, Leicester, Milton Keynes, Salisbury and Swindon)

Embark has been recognised as one of the most innovative Wealth Tech companies in 2019 and 2020.


About Horizon by Embark

Horizon by Embark offers five multi-asset portfolios designed to align with investor’s chosen risk profile. Embark Investments sets the investment strategy and oversees the use of strategic asset allocation models provided by EValue and active investment management by Columbia Threadneedle to deliver long-term returns for affluent and high net worth investors. With a strong performance track record the Horizon portfolios have the Defaqto 5 diamond award for 2020.

Horizon by Embark is the trading name of Embark Investments Limited which is the Authorised Corporate Director of the Embark Investment Funds ICVC. Embark Investments Limited is authorised and regulated by the FCA.



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