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Embark Group continues to monitor the Coronavirus to support our clients and ensure the safety of our employees. For more information, tools and resources please visit our COVID-19 page.

Investment Options

We offer a comprehensive range of funds, accounts and investment solutions. Get in touch – contact your Advance Account Manager or you can call us on 0345 607 2013.

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Through the Platform we make available a comprehensive choice of mutual funds and exchange traded assets, as well as providing access to a range of accounts and investment solutions giving you the flexibility you need to deliver to your clients’ investment strategy needs.

Horizon funds

The Horizon Multi-Asset fund range consists of five purpose-built funds designed to match five typical attitudes to risk, or risk profiles.

Each fund aims to grow investments through a combination of income and capital growth over the medium to long term, five or more years, whilst remaining within its respective risk profile. The funds invest in a number of underlying funds which in turn invest in a mix of assets including equities, bonds, property and cash. The higher the risk profile of the Horizon fund, the higher risk of the underlying funds it invests in.

The five risk profiles, on a scale of 1 to 5, are built using EValue’s long-term Strategic Asset allocation model, designed with a focus on delivering investment outcomes to meet specific investor needs

Horizon by Embark website

Morningstar model portfolios

There are 10 risk rated model portfolios available from Morningstar through the Advance by Embark Platform. These can be useful starting points to help you target different clients’ investment needs, and could help save you the time, effort and expense of building and maintaining your own portfolios. The model portfolios combine the asset allocation skills of EValue and the fund selection expertise of Morningstar. The asset mix and associated funds within the model portfolios are aligned with the strategic asset allocation model used within the tools accessed from the Platform.

Guide to Morningstar model portfolios

Tradeable Assets

Through the Advance by Embark Platform we make available a broad range of investment funds. There is also an extensive selection of UK investment trusts, shares, Exchange Traded Funds and gilts which can be accessed through our independent stockbroking service.

This information is correct as at 23 October 2020.

Tradeable asset list

Discretionary Fund Managers

A number of discretionary-managed model portfolios are available through the Advance by Embark Platform within the Investment Account, Retirement Account, ISA and Junior suite products.

For a full list of the discretionary investment managers on the Advance by Embark platform, download the DFM list.

This information is correct as at 1 June 2020.

DFM list

TAX WRAPPERS

Choose from a comprehensive range to meet your clients’ needs.
 

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PROTECTING YOUR CLIENTS’ PORTFOLIO

The addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.

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TRUSTS

As the UK demographic changes, a greater proportion of private wealth is held by those clients approaching or at retirement.

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PLATFORM UPDATES

From launching new products to making changes to support you through the most recent regulatory change.

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OUR PLATFORM TOOLS

Access to a range of independent tools from EValue and Financial Express.
 

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