Hearthstone’s team are experts in residential property investment. Although commercial property and residential property are both ‘bricks and mortar’, the two are very different and need different expertise and experience to get the best investment returns.
About Us
What other partners does Hearthstone work with?
WealthKernel
Hearthstone partners with WealthKernel to enable you to invest through an online portal. WealthKernel is regulated by the Financial Conduct Authority and holds client data securely on our behalf. For more information please visit: https://www.wealthkernel.com/powered-by
Note: The online portal service is now closed for new investment but the Fund remains available through third-party platforms and via financial advisers.
Thesis Group
Thesis Unit Trust Management is the Fund’s Authorised Corporate Director, and Thesis Asset Management Limited is responsible for the cash management functions of TM home investor fund.
Winterflood
Winterflood is the custodian of investments made through the online investment portal provided by WealthKernel, and is also an authorised ISA manager.
Note: The online portal service is now closed for new investment but the Fund remains available through third-party platforms and via financial advisers.
Who’s behind the TM home investor fund?
Hearthstone Asset Management Limited, a subsidiary of Hearthstone Investments Ltd (‘Hearthstone’) is the Property Investment Adviser to the fund. Hearthstone is a residential property investment specialist, which was founded in 2009 as the UK’s first fund manager to focus solely on residential property. Supported by a highly experienced team, it has successfully brought a range of investment funds to market for both individual and corporate investors. Through close relationships with estate agents and housebuilders and careful property selection and management, Hearthstone aims to offer attractive, stable investment performance while providing excellent accommodation and landlord services to the growing number of households looking to rent.
The ‘TM’ in the fund’s name signifies that Thesis Unit Trust Management Limited (TUTMAN) is the fund’s Authorised Corporate Director and has overall responsibility for ensuring the fund is operated in accordance with the Financial Conduct Authority’s regulations.
National Westminster Bank Plc (NatWest) is the fund’s Depositary and is responsible for overseeing TUTMAN’s operation of the fund. NatWest is also responsible for the safeguarding of the assets of the fund and protecting the interests of incoming, outgoing and continuing investors.
Residential Property Investment Fund - Important Information
This presentation describes the TM home investor fund, with the objective of allowing retail clients to gain an overview of the product’s recent history. It should not be considered advice or an invitation to invest.
As with all investing, your capital is at risk. The value of your portfolio with TM home investor fund can go down as well as up and you may get back less than you invest. LEARN MORE ABOUT RISK.
Hearthstone Investments Ltd is the parent company of the Hearthstone Investments Group. Regulated business is carried out by Hearthstone Asset Management Limited. Hearthstone Asset Management Limited is an appointed representative of Thesis Asset Management Limited which is authorised and regulated by the Financial Conduct Authority (114354). Hearthstone Investments Ltd (06379066) and Hearthstone Asset Management Limited (07458920) are both registered in England and Wales. The registered office for both companies is c/o Waterstone Company Secretaries Ltd Third Floor, Suite LG:03, Bridge House, 181 Queen Victoria Street, London, EC4V 4EG. Thesis Unit Trust Management Limited is the Authorised Corporate Director of the TM home investor fund. Authorised and regulated by the Financial Conduct Authority (186882).
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2009 - 2023
TM home investor fund by Hearthstone