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Central Investment Proposition

Ascencia Income CIP

The aim of the solution is to provide a regular income in excess of that available from standard deposit accounts available from UK deposit takers, through investment in a diversified portfolio of high-yielding collective investment schemes, other transferable securities, cash or near cash, deposits and money market instruments.


Ascencia Income 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.

  • EF NEW HORIZON INCOME FUND (40%)
  • ESG 3 (20%)
  • MPS LOW RISK (14%)
  • SAFETY FIRST 3 (12%)
  • VT FREEDOM UCITS OEIC-VT FREEDOM DEFENSIVE (12%)
  • CASH (2%)
  • Risk Rating Level 3
  • Ongoing charge figure 0.61%
  • DFM fee 0.5%

Ascencia Income 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.

  • EF NEW HORIZON INCOME FUND (40%)
  • ESG 4 (20%)
  • MPS LOW - MEDIUM RISK (18%)
  • VT FREEDOM UCITS OEIC-VT FREEDOM CAUTIOUS (10%)
  • SAFETY FIRST 4 (10%)
  • CASH (2%)
  • Risk Rating Level 4
  • Ongoing charge figure 0.65%
  • DFM fee 0.5%

Ascencia Income 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.

  • EF NEW HORIZON INCOME FUND (37.5%)
  • MPS MEDIUM RISK (23%)
  • ESG 5 (20%)
  • VT FREEDOM UCITS OEIC-VT FREEDOM CAUTIOUS (7.5%)
  • SAFETY FIRST 5 (7.5%)
  • EF NEW HORIZON BALANCED INCOME & GROWTH FUND (2.5%)
  • CASH (2%)
  • Risk Rating Level 5
  • Ongoing charge figure 0.63%
  • DFM Fee 0.5%

Ascencia Income 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.

  • EF NEW HORIZON INCOME FUND (35%)
  • MPS MEDIUM TO HIGH RISK (23%)
  • ESG 6 (25%)
  • SAFETY FIRST 6 (10%)
  • EF NEW HORIZON BALANCED INCOME & GROWTH FUND (5%)
  • CASH (2%)
  • Risk Rating Level 6
  • Ongoing charge figure 0.73%
  • DFM Fee 0.5%