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Portfolio Information - Funds

Fund name Fact sheet Quarterly report KIID
Defensive Multi Asset (PDF 632KB) (PDF 713KB) (PDF 59KB)
Cautious Multi Asset (PDF 751KB) (PDF 856KB) (PDF 59KB)
Balanced Multi Asset (PDF 757KB) (PDF 847KB) (PDF 59KB)
Growth Multi Asset (PDF 750KB) (PDF 853KB) (PDF 59KB)
Income Multi Asset (PDF 736KB) (PDF 830KB) (PDF 59KB)
Income Plus Multi Asset (PDF 891KB) (PDF 872KB) (PDF 59KB)

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