Embark Investments

Why choose Multi-Asset Funds?

Managing investments in any market conditions can be challenging, so selecting the right mix of investments is crucial to meet your clients’ risk profile requirements and investment goals.

With greater regulatory focus on demonstrating the value of your advice and services, outsourcing investment management to industry experts can be an effective strategy, freeing up your time and managing risk in your business.

Investing in a single asset class may not meet your clients’ objectives.
Multi-asset strategies offer greater flexibility and asset class diversification which can help generate returns from the wider investment market and in different conditions.

Why choose the Embark Horizon Multi-Asset Funds?

The Embark Horizon Multi-Asset Fund range offers five active, volatility managed, risk profiled multi-asset solutions designed to adapt to changing market conditions, grow investments over the medium to long term (5 years or more), and provide the right balance of risk and reward to help deliver your clients’ retirement and investment goals.

Risk profiled to easily choose the right option for your clients’ needs
Managed by industry experts through a unique investment process
Globally diversified across different assets, geographical regions, and styles
Established long-term performance track record since 2013
Defaqto 4 Diamond Award Rating 2024

View fund guide

Risk profiled to suit a variety of client needs

The Embark Horizon Multi-Asset Funds have pre-defined risk and return objectives and are managed with the aim of remaining within their respective risk profiles. They are aligned with the EValue (EV) five-point risk scale of 1 to 5, with a focus on delivering investment outcomes to meet specific risk appetite needs over the medium to long term.

Independently risk-rated by a number of market leading risk profiling companies to help you choose the right options for your client’s needs.

Risk profiling

Unique three-layer investment process

To design, monitor, and manage the Embark Horizon Multi-Asset Fund range, a three-layer investment process is applied. This is based on the proven long-term benefits of remaining invested where the outcome is likely to be more positive.

Even though the Embark Horizon Multi-Asset Funds are distinct in their risk profiles and asset allocations, the investment process provides a consistent and robust governance framework, giving you and your clients’ confidence their investments remain well-placed to meet their needs.