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EF Horizon

EF Horizon Portfolio


Cautious

The aim of the fund is long-term capital growth, with a limited risk perspective, through conservative investment in a diversified portfolio of derivatives, collective investment schemes, investment trusts, other transferable securities, cash or near cash, deposits and money market instruments.

  • WELLS FARGO (LUX) GLOBAL INVEST GRADE CREDIT FUND (8.64%)
  • LIONTRUST GF HIGH YLD BG-CSD (5.96%)
  • ISHARES CORPORATE BOND 0-5YR UCITS ETF GBP (DIST) (5.87%)
  • L&G EMERGING MARKETS SHORT DURATION BOND FUND (4.97%)
  • BARINGS EMKTS DBT SD-S GBP D (4.78%)
  • PARETO SICAV - PARETO ESG GLOBAL CORPORATE BOND (4.58%)
  • HSBC GLOBAL INVESTMENT FUNDS - BOND TOTAL RETURN (4.31%)
  • PREMIER MITON FUNDS ICVC - PREMIER MITON CORPORATE (4.13%)
  • PREMIER MITON GLOBAL INFRASTRUCTURE INCOME FUND (4.13%)
  • HSBC ASIA PACIFIC EX JAPAN SUSTAIN EQ UCITS ETF (4.08%)
  • Risk Rating Level 3
  • Equity Band 0-35%
  • Ongoing charge figure 0.98%
  • Benchmark IA Mixed Investment 0-35%

Income

The aim of the fund is a regular income in excess of that available from standard deposit accounts available from UK deposit takers, together with a minimum requirement to preserve the capital value of an investment through investment in a diversified portfolio of high yielding collective investment schemes, investment trusts, other transferable securities, cash or near cash, deposits, money market instruments and derivatives.

  • LIONTRUST GF HIGH YLD BG-CSD (6.12%)
  • UBS ETF MSCI WORLD (5.25%)
  • PARETO SICAV - PARETO ESG GLOBAL CORPORATE BOND (5.12%)
  • CIM DIVIDEND INCOME-J ORD (5.11%)
  • ROYAL LONDON MONTHLY INCOME BOND M INC (5.05%)
  • PREMIER MITON GLOBAL INFRASTRUCTURE INCOME FUND (4.84%)
  • HSBC GLOBAL INVESTMENT FUNDS - BOND TOTAL RETURN (4.78%)
  • L&G EMERGING MARKETS SHORT DURATION BOND FUND (4.69%)
  • MAN GLG STRATEGIC BOND FUND I INC (4.67%)
  • MUZINICH ASIA CR OPP - GBP I F (4.39%)
  • Risk Rating Level 3
  • Equity Band 0-35%
  • Ongoing charge figure 1.03%
  • Benchmark Ia Mixed Investment 0-35%

Income & Growth

The aim of the fund is a regular income in excess of that available from standard deposit accounts available from UK deposit takers, together with a minimum requirement to preserve the capital value of an investment through investment in a diversified portfolio of high yielding collective investment schemes, investment trusts, other transferable securities, cash or near cash, deposits, money market instruments and derivatives.

  • HAN - GINS TECH MEGATREND EQL WT UCITS ETF (5.09%)
  • CIM DIVIDEND INCOME-J ORD (4.88%)
  • XTRACKERS S&P 500 EQUAL WEIGHT UCITS ETF (4.84%)
  • PREMIER MITON GLOBAL INFRASTRUCTURE INCOME FUND (4.6%)
  • LIONTRUST GF HIGH YLD BG-CSD (4.59%)
  • LF MONTANARO GLOBAL SELECT FUND (4.58%)
  • HSBC ASIA PACIFIC EX JAPAN SUSTAIN EQ UCITS ETF (4.47%)
  • UBS ETF MSCI EMERG. MAR. SRI (4.23%)
  • PARETO SICAV - PARETO ESG GLOBAL CORPORATE BOND (4.19%)
  • BLACKROCK WORLD MINING TRUST (4.05%)
  • Risk Rating Level 5
  • Equity Band 20-60%
  • Ongoing charge figure 1.04
  • Benchmark IA Mixed Investment 20-60%