Applications

 

What are the Heritage Pension Portfolios?

Heritage produce a range of risk appropriate pension portfolios. 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:

Pension Portfolios

Pension Portfolios are set up to achieve capital growth over the medium to long term. 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