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Heartwood Investment Management evolves multi asset offering with new income range


Heartwood Investment Management has launched a new global multi asset income fund range to sit alongside its total return range.

The range consists of two funds, the CF Heartwood Income Multi Asset Fund and the CF Heartwood Income Plus Multi Asset Fund. The expected initial yields are 3.5 per cent and 3.9 per cent respectively. Both funds will sit in the lA Unclassified sector.
The funds are managed by Heartwood's existing investment team which has significant experience in managing income strategies for a wide range of clients. Strategic asset allocation, tactical asset allocation and instrument research is conducted by the investment team in a collective team-based process.
Noland Carter, Head of Heartwood Investment Management, says: "We have been successfully managing income strategies for many years, and we are now enhancing our proposition to deliver higher sustainable levels of income in response to clients' growing demand. We see this demand based on changing retirement patterns and new pension freedoms, and global multi-asset strategies are well placed to meet this need."
Jaisal Pastakia, Investment Manager of the Multi Asset Income range at Heartwood, says: "Our aim is to smooth the investment journey for clients by delivering a stable income stream whilst protecting downside risk. The level of income has been selected to balance the need to provide a meaningful, sustainable income to investors, against the need to protect assets during volatile periods in markets. The key to achieving yield and managing volatility is finding the right blend of assets, and this is where we believe the global multi-asset class approach offers access to a wider set of opportunities."
Heartwood's total return solutions which include Defensive, Cautious, Balanced and Growth will continue to operate as normal alongside the new income solutions.
Heartwood is a global, multi-asset class investment manager that offers a choice of investment strategies designed to suit a range of risk appetites. Its straightforward investment proposition is designed to optimise the expertise of a high calibre, experienced team of professionals to benefit clients with portfolios of all sizes. Heartwood has over GBP2.4bn of assets under management and administration as at 30 June 2015.

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