Heartwood expands range of multi-asset funds

clock

Heartwood Wealth Management is launching Balanced and Balanced Income multi-asset funds.

The group has already launched Cautious and Growth multi-asset vehicles and the two new funds will be unveiled at the end of Q1, 2010. All the funds broadly follow the company's core investment strategies and are designed to expose its clients to a predefined level of risk. Heartwood's new funds will primarily invest in third party funds including structured products and derivatives. The CF Heartwood Growth multi-asset fund aims to deliver capital growth from a diversified equity-orientated portfolio. Meanwhile, the Cautious multi-asset, Balanced multi-asset and the Balanced Income...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Advisers expecting more of asset managers since Consumer Duty

Advisers expecting more of asset managers since Consumer Duty

‘We actually need to understand one another better’

Hope Coumbe
clock 28 March 2024 • 1 min read
Fears tech limitations could stall MPS on its upward trajectory

Fears tech limitations could stall MPS on its upward trajectory

‘There have been a few changes and challenges around growth in general’

Hope Coumbe
clock 27 March 2024 • 1 min read
Partner Insight: Beyond 60/40

Partner Insight: Beyond 60/40

Invesco
clock 27 March 2024 • 5 min read