Horizon by Embark has achieved a Defaqto 5 Diamond Risk Targeted Fund Family Rating for 2021. The five multi-asset fund range has achieved this rating for a third year in a row. This is the latest accolade recognising the value of the Horizon fund range, cementing it as one of the leaders in the risk-profiled, multi-asset fund universe.
Horizon has been awarded the highest possible rating in the Defaqto Risk Targeted Fund Family classification, demonstrating the strength of the range in comparison to other peer propositions, in areas such as charges, performance, and risk shape.
This rating further validates Horizon’s robust and unique three-layered investment process that brings together the expertise of Embark Investments to provide governance, EValue’s industry recognised risk modelling, and the investment strength and expertise of Columbia Threadneedle Investments.
The Defaqto 5 Diamond Rating comes hot on the heels of winning Investment Week’s Best Specialist Risk Targeted Fund Range at the end of 2020.
Thomas Rostron, CEO, Embark Investments, said: “Maintaining our 5 Diamond rating is a great way to start the year, and cements Horizon as one of the leading risk-profiled multi-asset solutions for Financial Advisers. Horizon by Embark continues to deliver exceptional performance for our investors, and this has been independently accredited once again by industry experts.”
Defaqto Diamond Ratings provide a quantitative assessment of the performance and competitiveness of funds and fund families in areas such as risk adjusted returns over time, cost, scale and manager tenure. Fund Family Diamond Ratings give an insight into whether the intended gradations of risk and return have been efficiently delivered.
Pan Andreas Head of Insight and Consulting (Funds & DFM) at Defaqto said: “Our Diamond Ratings are an unbiased annual assessment of funds and fund families. With 98% Defaqto brand recognition, Ratings allow advisers and their clients to see where a fund range sits in the market, with ease. We combine a quantitative assessment of both performance and numerous other data points, including manager tenure, assets under management and costs. In achieving a 5 Diamond Rating, the Embark Horizon Fund Family has one of the highest quality propositions in the market.”
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, Multi-Asset Funds, Fund Research and Employee Benefits Consulting. The Group trades under the brands Embark, Rowanmoor, Vested 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 has more than £38bn in assets under administration on behalf of c415,000 consumer clients, operating across eight UK locations (London, Bolton, Dundee, Edinburgh, Leeds, Leicester, Salisbury and Swindon). Embark has been recognised as one of the most innovative Wealth Tech companies in 2019 and 2020.
By Thomas Rostron, CEO, Embark Investments
Thomas is the CEO of Embark Investments, following Embark Group’s acquisition of Zurich’s Authorised Corporate Director (ACD) & Investment Management (Zurich Investment Services (UK) Limited) businesses on 1 May 2020. Thomas has more than 30 years’ experience in asset and wealth management, including positions as Head of Global Fund Distribution at Fortis Investments and Managing Director Investment Management with Barclays Wealth.
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