Bringing you live news and features since 2006 

Horizon by Embark rolls out multi-asset Horizon Funds on Standard Life platforms

RELATED TOPICS​

Horizon by Embark has extended the distribution of its multi-asset Horizon Fund range to both Standard Life’s Elevate and Wrap platforms. The five risk-profiled funds, which currently rank in the top quartile of their respective Investment Association sectors with four in the top 10, will be available on Advance by Embark, Embark Platform, Aegon ARC, Aegon Cofunds, Transact, Standard Life Elevate and Standard Life Wrap platforms.

 
Fraser Blain, Chief Commercial Director, Horizon by Embark, says: “Our multi-asset Horizon funds are continuing to go from strength to strength. Since their launch, the funds have delivered cumulative returns of between 44.8 per cent and 73.1 per cent, and assets under management are now in excess of GBP600 million. 
 
“Given their strong and consistent performance since launch, we’ve seen strong demand for the funds, especially from advisers looking for a retirement solution. Adding the funds to Standard Life’s platforms will further extend their availability and reach for advisers and consumers.”
 
The funds, which are designed to optimise returns for a given level of risk, have a unique investment process, benefitting from three layers of management. The strategic asset allocation is carried out by EValue, using their stochastic asset model. Columbia Threadneedle’s multi-asset team conducts the tactical allocation and active asset management, and the Horizon team provides a final layer of risk management oversight.
 
Blain adds: “By combining EValue’s modelling of long-term asset returns with Columbia Threadneedle’s skill in tactical asset allocation and active asset management, the funds have helped to optimise returns for investors in all conditions. We are focussed on continuing to develop and enhance the range for advisers and their clients to meet their ever evolving needs.”
 
The funds, launched in December 2013, have a Defaqto 5 Diamond Risk Targeted Fund Family Rating. They invest in a mix of assets including equities, fixed interest securities, property and cash, and are competitively priced with charges (OCFs) of between 0.81 and 0.84 per cent.
 

Latest News

Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..
As the ETF industry reaches a milestone of USD12.71 trillion in global assets, Brown Brothers Harriman writes that its 2024..

Related Articles

Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Sean O' Hara
Pacer ETFs has announced the launch of three Cash Cows UCITS ETFs. The firm writes that this will give European...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by