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...
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