Cookie policy

Heartwood's website uses cookies. By continuing to browse you are agreeing to our use of cookies. To find out more, please visit our cookie policy page.

Portfolio Information - Funds

Fund name Fact sheet Quarterly report KIID
Defensive Multi Asset (PDF 253KB) (PDF 565KB) (PDF 174KB)
Cautious Multi Asset (PDF 267KB) (PDF 596KB) (PDF 176KB)
Balanced Multi Asset (PDF 268KB) (PDF 388KB) (PDF 175KB)
Growth Multi Asset (PDF 268KB) (PDF 607KB) (PDF 176KB)
Income Multi Asset (PDF 265KB) (PDF 662KB) (PDF 176KB)
Income Plus Multi Asset (PDF 267KB) (PDF 700KB) (PDF 176KB)

To access the full suite of Heartwood’s KIID’s, please click here.