investments.

Financial Adviser, July, 2007

EQUITY INCOME FUND

HEARTWOOD WEALTH MANAGEMENT

Type: Fund of funds.

Description: Heartwood has launched a new equity income fund of funds, which can be used by investors as a cost-efficient method of providing equity exposure within its diversified income model. The company has also revised its income model to meet increasing client demand for a regular and growing income, while aiming to preserve capital in real terms. In terms of income yield, the model aims to deliver a running yield of at least 120 per cent of the UK stock market, as measured by the FTSE All-Share which ...