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Please note that past performance is not necessarily a guide to future performance and the value of investments (and any income from them) can go down, so an investor may get back less than the amount invested. No guarantee is given for the performance of any of the funds.
The tax position of any fund or product will depend on the personal circumstances of the investor and tax rules may change in the future.
For the most up to date information on the Embark Investments Limited range of Horizon funds, please refer to the relevant fund and share class Key Investor Information Document (KIID), the Supplementary Information Document, the Annual or Interim Short Reports and the Prospectus.
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Embark Investments 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.
At Embark Investments, our aim is to offer you the tools needed to fit with your business processes.
The Embark Horizon Multi-Asset Fund range is managed in line with EV’s risk profiles. However, we also work with other third party providers to map our Funds to other popular attitude to risk profiles to help you choose the right solution for your clients’ needs.
Below you will find how our Funds map to EV, Distribution Technology, FinaMetrica, and Defaqto risk profiling scales.
| Fund | EV1 | Distribution Technology2 |
FINAMETRICA3 – Growth Assets |
FINAMETRICA3 – Best fit risk comfort zone |
Defaqto Risk Rating4 |
| Horizon Multi-Asset Fund I | 1 | 4 | 37% | 32-48 | 3 |
| Horizon Multi-Asset Fund II | 2 | 4 | 46% | 49-54 | 4 |
| Horizon Multi-Asset Fund III | 3 | 5 | 57% | 55-62 | 5 |
| Horizon Multi-Asset Fund IV | 4 | 6 | 75% | 63-76 | 6 |
| Horizon Multi-Asset Fund V | 5 | 7 | 95% | 77-100 | 8 |
1 EV’s 5-point scale as at 31/03/2024.
2 Distribution Technology as at Q2 2024.
3 © FinaMetrica Pty Ltd. Risk tolerance scores were mapped to the funds’ strategic asset allocations as at 30/09/2023. The mappings are only for use by financial advisers licensed to use FinaMetrica’s risk profiling system and do not constitute financial advice. Financial advisers must satisfy themselves that the funds’ current asset allocations reflect the risk/return expectations of the funds when mapped. Embark pays FinaMetrica for the mappings in the table. However, these mappings are calculated independently by FinaMetrica.
4 Defaqto is a financial information business. Data as at 18/06/2024.
For use by professional financial advisers only. No other person should rely on, or act on any information in the above when making an investment decision.
The Authorised Corporate Director of the Embark Investment Funds ICVC is Embark Investments Limited, authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under registered number 3383730. Registered Office: 100 Cannon Street, London, EC4N 6EU.