Welcome to Embark Horizon

Multi-Asset Funds

Simple, globally diversified, volatility managed solutions for the UK retail market

Welcome to Embark Horizon

Multi-Asset Funds

Simple, globally diversified, volatility managed solutions for the UK retail market

Thinking Differently

Behavioural Investing:

How can a deeper understanding of investor emotions and patterns
of behaviour help advisers enhance their clients’ investment and
retirement outcomes?

Find out more

Thinking Differently

Behavioural Investing:

How can a deeper understanding of investor emotions and patterns
of behaviour help advisers enhance their clients’ investment and
retirement outcomes?

Find out more

Latest

Assessment of Value Report

Download report

Latest

Assessment of Value Report

Download report

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

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.

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.

Explore Additional Resources

Factsheets

The latest monthly Embark Horizon Multi-Asset Fund Range key facts, allocation activity, risk ratings, and performance.

Investor Guide

An introduction to the Embark Horizon Multi-Asset Fund Range key features, reasons to invest, and typical portfolio allocations.

Suitability Paragraphs

Ready-made Embark Horizon Multi-Asset Fund Range paragraphs to help with your clients’ suitability reports.

Fund Quarterly Report

Comprehensive Embark Horizon Multi-Asset Fund Range review of allocation activities, performance, risk ratings, and market commentary.

Target Market Assessment

Embark Horizon Multi-Asset Fund Range key target market information to help you distribute the Funds to the right clients.

Fund prices

Easy access to the latest Embark Horizon Multi-Asset Fund Range prices for your convenience.

Where to invest

Today, the Embark Horizon Multi-Asset Funds are available on a wide range of investment platforms.

Document Library

The home for Embark Horizon Multi-Asset Fund Range reports, guides, updates, prospectus, KIIDs, and more.

Scottish Widows Platform

Modern technology backed by expert support, a pensions and investments platform that fits around your business.