In addition to segregated portfolios, we now offer a range of Multi Asset Funds (MAFs). These collective investment vehicles have been created to follow our different Investment Strategies. For all clients who have no need to deviate from the model positions, they provide an efficient way of capturing the performance of our Strategies.

The MAFs give clients:

• a cost-effective, fully diversified investment;
• access to what we believe to be leading investment managers in the marketplace;
• tax-efficiency – investments sold within the MAF are not subject to capital gains tax;
• lower minimum investments;
• ease of administration.

Currently, we offer six different MAFs:

• CF Heartwood Defensive Multi Asset Fund (factsheet available from 01/03/12)
• CF Heartwood Cautious Multi Asset Fund
• CF Heartwood Cautious Income Multi Asset Fund
• CF Heartwood Balanced Multi Asset Fund
• CF Heartwood Balanced Income Multi Asset Fund
• CF Heartwood Growth Multi Asset Fund

For more information on our range of MAFs, please click on the links above.