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Portfolio Information - Funds

Fund name Fact sheet Quarterly report KIID
Defensive Multi Asset (PDF 251KB) (PDF 565KB) (PDF 174KB)
Cautious Multi Asset (PDF 265KB) (PDF 598KB) (PDF 176KB)
Balanced Multi Asset (PDF 266KB) (PDF 608KB) (PDF 175KB)
Growth Multi Asset (PDF 266KB) (PDF 604KB) (PDF 151KB)
Income Multi Asset (PDF 264KB) (PDF 573KB) (PDF 176KB)
Income Plus Multi Asset (PDF 265KB) (PDF 610KB) (PDF 176KB)

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