Evelyn Horizon Cautious Portfolio Fund

Sustainable, Responsible &/or ESG Policy:

Active Portfolios
The Active Portfolios are a range of actively managed collective investment funds, designed to give investors direct access to the ideas generated by the investment process in a simple and tax efficient structure. With ten different strategies, each fund is linked to our sophisticated risk profiling process to ensure investors have exposure to the optimal blend of available asset classes. Drawing on the expertise of our extensive internal research resource and overseen by a dedicated team of the firm's most senior investment professionals, each fund is re-balanced to meet a range of clearly articulated inflation plus return targets.

Investment objectives of the fund
The Horizon Cautious Fund aims to deliver, over the long term, an investment return of capital growth via a multi-asset portfolio of investments which in aggregate demonstrate Environmental, Social and Governance (ESG) and sustainability credentials. The portfolio can invest across most asset classes and adopts a low to moderate risk approach.
The Fund is an actively managed fund of funds and will primarily hold CIS (collective investment schemes) which will provide exposure to a blend of global equity, sovereign debt, global bonds and other non-equity markets that will best assist the delivery of the portfolio's investment objective. These non-equity markets could include property,
derivatives (financial contracts that derive their value from bonds or indices) and gold.

(Source: Fund factsheet, as at December 2025)

SDR Labelling:

Not eligible to use label (out of scope)