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Portfolio Information - Funds

Fund name Fact sheet Quarterly report KIID
Defensive Multi Asset (PDF 246KB) (PDF 721KB) (PDF 172KB)
Cautious Multi Asset (PDF 260KB) (PDF 854KB) (PDF 174KB)
Balanced Multi Asset (PDF 261KB) (PDF 877KB) (PDF 173KB)
Growth Multi Asset (PDF 261KB) (PDF 1MB) (PDF 174KB)
Income Multi Asset (PDF 259KB) (PDF 850KB) (PDF 174KB)
Income Plus Multi Asset (PDF 262KB) (PDF 859KB) (PDF 174KB)

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