We have an extensive library of information and other investment resources available to support our Financial Adviser partners.

To browse, download or print any of these items, please click on the relevant link:

Monthly investment factsheets – March 2012

Multi asset portfolios: funds

• CF Heartwood Defensive Multi Asset Fund
• CF Heartwood Cautious Multi Asset Fund
• CF Heartwood Cautious Income Multi Asset Fund
• CF Heartwood Balanced Multi Asset Fund
• CF Heartwood Balanced Income Multi Asset Fund
• CF Heartwood Growth Multi Asset Fund

Multi asset portfolios: models (available via our discretionary service)

• Defensive model
• Cautious model
• Cautious Income model
• Balanced model
• Balanced Income model
• Growth model

Quarterly reports for multi asset portfolios (funds) – March 2012

• CF Heartwood Cautious Multi Asset Fund
• CF Heartwood Cautious Income Multi Asset Fund
• CF Heartwood Growth Multi Asset Fund
• CF Heartwood Balanced Multi Asset Fund
• CF Heartwood Balanced Income Multi Asset Fund

Investment news

• Weekly market update
• Monthly strategy review
• Investment View - April 2012
• Market update - November 2011

Heartwood news

• Annual Review 2011

Sample client report

• Sample client report

Investment seminar 2012

• Video
• Printable pdf

Useful documents

• Investment Management Services for Financial Advisers
• Risk Profiler Mapping Tool