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

Could investment managers be replaced by AI? Is it time to become a plumber?

Could investment managers be replaced by AI? Is it time to become a plumber?

Asking AI the important investment questions

Paul Wood
clock 21 April 2026 • 4 min read
Adapting portfolios for a more fragile world

Adapting portfolios for a more fragile world

'Europe remains especially exposed given its reliance on imported energy'

Jeremy Ocansey
clock 20 April 2026 • 3 min read
Vanguard to launch first-time investor service through targeted support

Vanguard to launch first-time investor service through targeted support

Received FCA permission

Jen Frost
clock 20 April 2026 • 2 min read