Change of fund names (as of 14 April 2025)
On 14 April 2025, we changed the name of our Sustainable Ready-made Portfolios to ‘Horizon Ready-made Portfolios’. The name change was necessary to ensure compliance with regulatory fund naming guidelines, while keeping the existing investment strategy.
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Previous fund name |
New fund name |
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Evelyn Sustainable Adventurous Portfolio |
Evelyn Horizon Adventurous Portfolio |
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Evelyn Sustainable Cautious Porfolio |
Evelyn Horizon Cautious Porfolio |
Evelyn Horizon range investors
Sustainability-related portfolios
Our Horizon range appeals to investors who wish to invest in line with their portfolios' values and look for sustainability-related investment opportunities in assets which promote environmental and/or social characteristics.
It is good to remember the value of investments can go down as well as up and you could get back less than you invested.
Horizon range portfolio managers
- Bring positive change to the world around us: Our experts build diversified portfolios that aim to deliver consistent, positive and relative returns across the investment cycle, whilst concentrating on assets and companies bringing positive change to the world around us.
- Expert approach: Each Ready-made Portfolio is built and managed by the experienced investment team at Evelyn Partners, our parent company. They look after more than £60 billion of people's money (as of December 2024).
2 types of risk-rated Horizon Ready-made Portfolios
It’s important to make sure you choose the correct level of risk for your financial goals. It’s easy to arrange a free chat with a Bestinvest Coach — they are all qualified financial planners and there is no ongoing commitment.
Horizon Cautious |
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Investment strategy and risk level: This fund will typically invest around 40% in shares via other funds. Under normal market conditions it is intended to have a low volatility of returns. |
Horizon Adventurous |
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Investment strategy and risk level: This fund will typically invest around 75% in shares via other funds. Under normal market conditions it is intended to have a medium volatility of returns. |
Accounts for Horizon Ready-made Portfolios
Taxable accounts
You can buy Horizon Ready-made Portfolios in a General Investment Account – it’s good to note that capital gains tax charges will apply, which depend on individual circumstances and are subject to change.
Tax-efficient accounts
You can also buy Horizon Ready-made Portfolios in tax-efficient accounts such as Individual Savings Account (ISA), Self-invested Personal Pension (SIPP) and a Small self-administered scheme (SSAS) investment account
Fees for Horizon Ready-made Portfolios
The Ongoing Charges Figure (OCF) of these funds is currently 1.22% - 1.50% per year and is taken directly from the performance of the fund (January 2025).
The service fee charged on Ready-made Portfolio holdings starts at a discounted rate of 0.2% per year – this rate tiers down further for large holdings.
Other charges may apply
Bestinvest can support your sustainability-related investment goals
Our experts have analysed ESG-related investments for a long time and helped many people invest in line with their objectives – and their financial goals.
Considering a transfer to one of our Horizon Ready-made Portfolios? Give our friendly team a call on 020 7189 2400 and we’ll be happy to help.
It’s easy to compare Horizon Ready-made Portfolios with our investment search tool.
