Horizon by Embark has extended the distribution of its multi-asset Horizon Fund range to both Standard Life’s Elevate and Wrap platforms. The five risk-profiled funds, which currently rank in the top quartile of their respective Investment Association sectors with four in the top 10, will be available on Advance by Embark, Embark Platform, Aegon ARC, Aegon Cofunds, Transact, Standard Life Elevate and Standard Life Wrap platforms.
Fraser Blain, Chief Commercial Director, Horizon by Embark, said: “Our multi-asset Horizon funds are continuing to go from strength to strength. Since their launch, the funds have delivered cumulative returns of between 44.8% and 73.1%, and assets under management are now in excess of £600 million.
“Given their strong and consistent performance since launch, we’ve seen strong demand for the funds, especially from advisers looking for a retirement solution. Adding the funds to Standard Life’s platforms will further extend their availability and reach for advisers and consumers.”
The funds, which are designed to optimise returns for a given level of risk, have a unique investment process, benefitting from 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.
Blain added: “By combining EValue’s modelling of long-term asset returns with Columbia Threadneedle’s skill in tactical asset allocation and active asset management, the funds have helped to optimise returns for investors in all conditions. We are focussed on continuing to develop and enhance the range for advisers and their clients to meet their ever evolving needs.
The funds, launched in December 2013, have a Defaqto 5 Diamond Risk Targeted Fund Family Rating. They invest in a mix of assets including equities, fixed interest securities, property and cash, and are competitively priced with charges (OCFs) of between 0.81 and 0.84%.
Data as at 12 May 2020, from the period: 12 December 2013 to 11 May 2020.
The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.
For further information, please contact:
The Agency Partnership (Embark Media Relations)
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 £33bn in assets under administration on behalf of c360,000 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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