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Central Investment Proposition

Ascencia Income & Growth CIP

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


Ascencia Income & Growth 3

For a cautious investor seeking to protect their wealth. They are more interested in avoiding losing money than 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 (29%)
  • ESG 3 (20%)
  • SAFETY FIRST 3 (12.5%)
  • VT FREEDOM UCITS OEIC-VT FREEDOM DEFENSIVE (12.5%)
  • EF NEW HORIZON INCOME FUND (12%)
  • EF NEW HORIZON CAUTIOUS FUND (12%)
  • CASH (2%)
  • Risk Rating Level 3
  • Ongoing charge figure 0.49%
  • DFM fee 0.5%

Ascencia Income & 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 (33%)
  • ESG 4 (20%)
  • EF NEW HORIZON FUND - EF NEW HORIZON INCOME FUND (12.5%)
  • SAFETY FIRST 4 (10%)
  • VT FREEDOM UCITS OEIC-VT FREEDOM CAUTIOUS (10%)
  • EF NEW HORIZON CAUTIOUS FUND (6.25%)
  • EF NEW HORIZON BALANCED INCOME & GROWTH FUND (6.25%)
  • CASH (2%)
  • Risk Rating Level 4
  • Ongoing charge figure 0.54%
  • DFM fee 0.5%

Ascencia Income & 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 (33%)
  • ESG 5 (25%)
  • EF NEW HORIZON BALANCED INCOME & GROWTH FUND (12.5%)
  • EF NEW HORIZON INCOME FUND (12.5%)
  • SAFETY FIRST 5 (7.5%)
  • VT FREEDOM UCITS OEIC-VT FREEDOM BALANCED (7.5%)
  • CASH (2%)
  • Risk Rating Level 5
  • Ongoing charge figure 0.52%
  • DFM fee 0.5%

Ascencia Income & 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 (38%)
  • ESG 6 (25%)
  • EF NEW HORIZON BALANCED INCOME & GROWTH FUND (12.5%)
  • EF NEW HORIZON INCOME FUND (12.5%)
  • SAFETY FIRST 6 (10%)
  • CASH (2%)
  • Risk Rating Level 6
  • Ongoing charge figure 0.54%
  • DFM fee 0.5%