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Heartwood to use passive funds in three ways

 Heartwood Wealth Management will use exchange traded funds and tracker funds in three different ways within its new multi-asset funds.

Heartwood Wealth Management will use exchange traded funds and tracker funds in three different ways within its new multi-asset funds.

The CF Heartwood cautious multi-asset and CF Heartwood growth multi-asset funds have already launched, and will be followed shortly by the CF Heartwood balanced multi-asset and CF Heartwood balanced income multi-asset funds.

All four funds will invest globally across a range of asset classes and funds, including trackers and ETFs. They will also have different risk and return profiles that are based on the segregated portfolios that the firm has been running for private clients.

Heartwood chief investment officer Noland Carter says: “We’ve been managing client portfolios successfully for many years. The funds have been launched to reflect the existing investment strategies, and to give a wider audience access to our capabilities.

“We will use trackers and ETFs as a quick way to gain market exposure and for markets where there is little in the way of active management. We will also use potentially to play specific ideas or themes in the portfolios, as they are much cheaper than actively managed funds.”



Natixis Global Asset Management’s quarterly Portfolio Barometer offers insights into UK financial advisers’ model portfolios and the allocation decisions they are making. Natixis’s Portfolio Research & Consulting Group works with financial advisers and other intermediaries to analyse and enhance their model portfolios and help them develop investor portfolios suited to today’s complex markets. The Portfolio […]


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