We publish a range of publications and fund documentation, including investment news, brochures, factsheets and a corporate magazine. Please click on the links below for further details.

Brochures

• Private Wealth Management
• Investment Management
• Annual Review 2011

Investment news

• Weekly market update
• Monthly strategy review
• Investment View - January 2012
• Market update - November 2011

Monthly investment fact sheets - December 2011

• Defensive model
• Cautious model
• Cautious Income model
• Balanced model
• Balanced Income model
• Growth model

• CF Heartwood Cautious Multi Asset Fund
• CF Heartwood Cautious Income Multi Asset Fund
• CF Heartwood Balanced Multi Asset Fund
• CF Heartwood Balanced Income Multi Asset Fund
• CF Heartwood Growth Multi Asset Fund

Multi Asset Fund reports - December 2011

• CF Heartwood Cautious Multi Asset Fund
• CF Heartwood Cautious Income Multi Asset Fund
• CF Heartwood Growth Multi Asset Fund
• CF Heartwood Balanced Multi Asset Fund
• CF Heartwood Balanced Income Multi Asset Fund

Service fact sheets

• Integrated SIPP
• Charity services

Investment presentations

• Investment seminar March 2011 - PDF
• Investment seminar March 2011 - video