Embark Horizon Multi Asset Fund IV I Acc

The aim of the Fund is to grow investment through a combination of income and capital growth over the medium to long term (5 or more years) and to keep the fund within a designated risk profile. This Fund is aligned to risk profile 4, the second highest risk profile in this range, which means that it aims to deliver income and capital growth through assets that may demonstrate moderate to large price fluctuations, with greater exposure to equity and some fixed income securities.

The Fund will be invested in collective investment schemes, indirectly invested in a range of different asset classes. Under normal market circumstances, between 50% and 95% of the value of the Fund will be invested in global equities, including emerging market equities. The Fund will have some exposure to global fixed income securities and there may be some indirect exposure to real estate and commodities. Up to 10% may be invested directly in cash, near cash, and money market instruments.

The Fund's risk level is managed by varying the weighting of the asset classes to which the Fund is exposed. The Investment Manager may need to adjust the exposure level to global equities during periods of unusual instability in the markets. The Fund may use derivatives to reduce risk or cost or to generate additional capital or income at proportionate risk.

https://embarkinvestments.co.uk/wp-content/uploads/sites/7/EMBARK-HORIZON-MULTI-ASSET-FUND-IV.pdf