Heartwood has a range of Investment Strategies which are intended to deliver strong investment performance while controlling the overall level of risk within portfolios.

Please click on the links below to download pdfs of our model fact sheets, which show portfolio performance for all available Strategies since inception, including risk characteristics and different measures of volatility.

• Defensive model
• Cautious model
• Cautious Income model
• Balanced model
• Balanced Income model
• Growth model