The Embark Horizon fund range is managed in line with EValue’s risk profiles. However, we work with other third party providers to map these funds to other popular attitude to risk profiles. Below you will find how the funds map to the Distribution Technology, FinaMetrica and Defaqto risk profiling scales. The synthetic risk reward indicators (SRRI) can be found on the funds’ Key Investor Information Documents (KIIDs).
The SRRI is a standard risk rating used by the whole industry. The higher the SRRI number the greater the potential reward but the greater the risk of losing money. The SRRI is calculated using historical volatility data using a methodology agreed across the EU.
Ratings accurate as at February 2020. Providers update ratings at different times.
¹EValue’s 5 point scale
²© FinaMetrica Pty Ltd. Risk tolerance scores were mapped to the funds’ strategic asset allocations as at 06/11/2018. 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 Horizon pays FinaMetrica for the mappings in the table. However these mappings are calculated independently by FinaMetrica.
³Defaqto is a financial information business, helping financial institutions and consumers make better informed decisions.
We welcome your feedback, if you would like to see the range mapped against any additional tools, please do not hesitate to get in touch via your Account Manager or call us on 0345 607 2013.
We may record or monitor calls to improve our service.
For use by professional financial advisers only. No other person should rely on, or act on any information in this document 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.
This document has been issued by Sterling ISA Managers Limited, authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under company number 02395416. Registered Office: 100 Cannon Street, London, EC4N 6EU.