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Portfolio Information - Funds

Fund name Fact sheet Quarterly report KIID
Defensive Multi Asset (PDF 249KB) (PDF 564KB) (PDF 174KB)
Cautious Multi Asset (PDF 263KB) (PDF 597KB) (PDF 176KB)
Balanced Multi Asset (PDF 265KB) (PDF 628KB) (PDF 175KB)
Growth Multi Asset (PDF 265KB) (PDF 601KB) (PDF 176KB)
Income Multi Asset (PDF 263KB) (PDF 571KB) (PDF 176KB)
Income Plus Multi Asset (PDF 264KB) (PDF 608KB) (PDF 176KB)

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