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Horizon multi-asset funds expand platform distribution as flows continue to grow

The award-winning Horizon multi-asset fund range, part of the Embark Group, is now available on both the 7IM and Nucleus platforms.

Both of these platforms are rated in the top 10 by advisers. This is the latest development in a strong year for Horizon that has also seen continued positive long-term performance and asset growth, with Assets under Management (AuM) passing £800m.

The fund range has also achieved Premier rating from Dynamic Planner and is now a signatory to the UN Principles for Responsible Investing.

The continued growth in flows into Horizon has helped the Embark Group exceed £40bn in Assets under Administration (AuA).

Fraser Blain, Commercial Director, Horizon by Embark, said: “The addition of 7IM and Nucleus to the range of platforms that offer the Horizon fund range means that more investors will be able to take advantage of our leading multi-asset fund range to help them achieve their long-term investment needs.”

Horizon’s five risk-profiled funds have a unique, robust investment process, benefitting from three layers of management: EV conducts the strategic asset allocation using a stochastic model; Columbia Threadneedle investments carries out the tactical allocation and active management; and the Horizon team provides a final layer of risk management oversight.

This approach has been validated by Investment Week, which awarded it ‘best risk targeted fund range’ at its 2020 awards.


Editors’ notes

For further information, please contact:

Harry Stovin-Bradford

The Agency Partnership (Embark Media Relations)

Email: harry.stovin-bradford@theagencypartnership.com

Tel: 07528 715 296


About Embark Group

Embark Group is a fast growing, diversified, financial services business and one of the largest retirement solutions providers in the UK. The Group trades under the brands Embark, Advance, Horizon, Stocktrade, Vested and The Adviser Centre and operates a wide portfolio of white label services to the Wealth Management, D2C, Robo-Advice, Retail Banking and Workplace markets.

Providing a combination of deep pension expertise and leading technology integration that covers the areas of Investment Wrap/ Platform, Investment Brokerage,  SIPP, SSAS, Multi-Asset Funds, Fund Research and Employee Benefit Consulting, Embark works closely with financial advisers and its intermediary distribution partners to deliver their retail savings and investment propositions to consumers of all levels of affluence.

The Group has more than £40bn in assets under administration on behalf of c425,000 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 for the past three years.

www.embarkgroup.co.uk

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