Applications that include our portfolios

Heritage Portfolio Performance Against Appropriate Benchmarks

Portfolio Services

Portfolio Risk Assessment

 

 

 

 

 

Heritage Income & Growth Investment Portfolios

Heritage produce a range of risk appropriate investment portfolios for income and growth seeking clients. We regularly review the underlying investment funds of our portfolios and make changes when we feel that a fund is no longer performing up to our expectations. We also alter the asset allocation of our funds in line with global economic circumstances. We publish our new portfolios half yearly on our website so our non-advisory clients can keep their investments aligned with the risk appropriate portfolio. For details of our portfolio performances against their benchmarks, click on the appropriate link on the left side bar.

Investing in a portfolio rather than a single share/fund has the following advantages:

 

Income Portfolios

For investors seeking a monthly income, Heritage offer three portfolios paying approx. 4%, 5% and 6% annual income respectively. The higher the income, the riskier the underlying investments need to be in order to try to generate the return. For more details about the underlying investment funds of our income portfolios, click on the appropriate link below:

Asset Allocation Portfolio Performance
Income Portfolios HFS Income Portfolios

 

Growth Portfolios

For investors seeking portfolio growth, Heritage offer a range of risk appropriate portfolios. Our portfolios range from the very defensive for those whom protection of existing capital is the most important to the very risky for those seeking potentially high returns. For more details about the underlying investment funds of our growth portfolios, click on the appropriate link below.

Asset Allocation Portfolio Performance
Low Risk Portfolios HFS Growth Portfolios
Medium Risk Portfolios HFS Actively Managed Portfolios
Higher Risk Portfolios HFS Passively Managed Low AMC Portfolios