Active management, solid track-record, daily liquidity.

With a diversified portfolio of global assets, Heed Patrimonio is a UCITS fund and invests in securities with different risk profiles, from bonds and shares to units in other funds and financial derivatives.

The investment objective is to achieve an annual return between 4% and 8% with a volatility below 10% over 3 year rolling periods.

Depending on investors' objectives and risk tolerances, the fund can be incorporated into a portfolio in several ways. As it is highly diversified, it can serve as the core holding in a portfolio or it can be the key component of the global asset allocation bucket.