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Portfolio Information - Funds

Fund name Fact sheet Quarterly report KIID
Defensive Multi Asset (PDF 627KB) (PDF 711KB) (PDF 59KB)
Cautious Multi Asset (PDF 740KB) (PDF 845KB) (PDF 59KB)
Balanced Multi Asset (PDF 753KB) (PDF 850KB) (PDF 59KB)
Growth Multi Asset (PDF 746KB) (PDF 846KB) (PDF 59KB)
Income Multi Asset (PDF 725KB) (PDF 804KB) (PDF 59KB)
Income Plus Multi Asset (PDF 882KB) (PDF 841KB) (PDF 59KB)

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