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Central Investment Proposition

Ascencia Growth CIP

The aim of the Ascencia Growth solution is to achieve growth in capital over the medium-to-long term, through investment in a diversified portfolio of collective investment schemes, other transferable securities, cash or near cash deposits and money market instruments.

Source: Ascencia Investment Management. The figures (above) are for illustration purposes only at the risk level outlined as at 20/09/19 and should not be relied upon for decision making purposes.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.
The investments discussed in this document may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment adviser.


Ascencia Growth 3

For a cautious investor seeking to protect their wealth. They are more interested in avoiding losing money than in maximising potential investment gains. They are prepared to tolerate small fluctuations in the value of the portfolio in order to achieve greater investment returns than a bank or building society deposit.

  • MPS LOW RISK (34%)
  • ESG 3 (25%)
  • SAFETY FIRST 3 (14.75%)
  • VT FREEDOM UCITS OEIC-VT FREEDOM DEFENSIVE (14.75%)
  • EF NEW HORIZON CAUTIOUS FUND (9.50%)
  • CASH (2.00%)
  • Risk Rating Level 3
  • Ongoing charge figure 0.38%
  • DFM fee 0.5%

Ascencia Growth 4

For a conservative investor seeking to maintain their capital. They are prepared to accept a lower investment return than equity markets over the longer term in exchange for trying to minimise potential losses. They accept that the portfolio will be subject to fluctuations in value over the medium-to-longer term.

  • MPS LOW - MEDIUM RISK (38%)
  • ESG 4 (25%)
  • SAFETY FIRST 4 (12.50%)
  • VT FREEDOM UCITS OEIC-VT FREEDOM CAUTIOUS (12.50%)
  • EF NEW HORIZON CAUTIOUS FUND (5%)
  • EF NEW HORIZON BALANCED INCOME & GROWTH FUND (5%)
  • CASH (2%)
  • Risk Raiting Level 3
  • Ongoing charge figure 0.38%
  • DFM fee 0.5%

Ascencia Growth 5

For clients who aim to achieve a greater investment return from the portfolio. They are prepared to own a significant proportion of higher-risk investments in order to try to produce a higher investment return. They are prepared to accept that the value of the portfolio may fluctuate significantly in order to achieve potentially greater investment returns over the longer term.

  • MPS MEDIUM RISK (43%)
  • ESG 5 (25%)
  • SAFETY FIRST 5 (10%)
  • EF NEW HORIZON BALANCED INCOME & GROWTH FUND (10%)
  • VT FREEDOM UCITS OEIC-VT FREEDOM BALANCED (10%)
  • CASH (2%)
  • Risk Rating Level 5
  • Ongoing charge figure 0.40%
  • DFM fee 0.5%

Ascencia Growth 6

For clients who aim to achieve larger investments gains. They are prepared to own a very significant proportion of higher-risk investments in order to try and achieve large investment gains. Most of their portfolio will be invested in risky investments. They are willing (and can afford) to sustain significant investment losses over a prolonged period of time in order to achieve better long-term
investment returns.

  • MPS MEDIUM - HIGH RISK (48%)
  • ESG 6 (25%)
  • SAFETY FIRST 6 (15%)
  • EF NEW HORIZON BALANCED INCOME & GROWTH FUND (10%)
  • CASH (2%)
  • Risk Rating Level 6
  • Ongoing charge figure 0.43%
  • DFM fee 0.5%