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Portfolio Information - Funds

Fund name Fact sheet Quarterly report KIID
Defensive Multi Asset (PDF 247KB) (PDF 560KB) (PDF 172KB)
Cautious Multi Asset (PDF 261KB) (PDF 592KB) (PDF 175KB)
Balanced Multi Asset (PDF 263KB) (PDF 624KB) (PDF 174KB)
Growth Multi Asset (PDF 263KB) (PDF 597KB) (PDF 174KB)
Income Multi Asset (PDF 261KB) (PDF 652KB) (PDF 174KB)
Income Plus Multi Asset (PDF 262KB) (PDF 689KB) (PDF 174KB)

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