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Portfolio Information - Funds

Fund name Fact sheet Quarterly report KIID
Defensive Multi Asset (PDF 248KB) (PDF 564KB) (PDF 172KB)
Cautious Multi Asset (PDF 262KB) (PDF 597KB) (PDF 175KB)
Balanced Multi Asset (PDF 263KB) (PDF 628KB) (PDF 174KB)
Growth Multi Asset (PDF 263KB) (PDF 601KB) (PDF 174KB)
Income Multi Asset (PDF 261KB) (PDF 571KB) (PDF 174KB)
Income Plus Multi Asset (PDF 262KB) (PDF 608KB) (PDF 174KB)

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