Downloads

The following documents are available to download as pdf files.

Latest Heritage Newsletter

Download

Heritage Investment Approach

Download

Heritage Brochure

Download

Contact Information

Download

Why Heritage Funds?

Download

Heritage Managed Portfolio Fund – Fact Sheet

Download

Heritage Managed Portfolio Fund Approach & Advantages

Download

Advantages Of Roll-Up Funds

Download

SVS Heritage Balanced Portfolio Fund – Fact Sheet

Download

SVS Heritage Balanced Portfolio Fund – Key Investor Information

Download

SVS Heritage Balanced Portfolio Fund – Prospectus

Download

A Tax Guide to the SVS Heritage Balanced Portfolio Fund

Download

Guide to Self Invested Personal Pensions (SIPPs)

Download

ISA Management

Download

Advantages Of Investment Trusts

Download

Interest Rates

Download

Fees Schedule

Download