TM home investor fund is a UK domiciled Open Ended Investment Company (OEIC), authorised by the Financial Conduct Authority as a Non-UCITS Retail Scheme (NURS), and has Property Authorised Investment Fund (PAIF) tax status.
For platforms that cannot currently administer the three income streams reported by PAIFs, an Authorised Unit Trust feeder fund is also available.
As with most other authorised funds, both the PAIF and AUT feeder can be held in ISA and pension/SIPP wrappers.
Hearthstone and WealthKernel both collect and hold your personal data separately.
WealthKernel uses your personal data to arrange investments into the TM home investor fund. For example, this means sharing your personal details with a custodian bank to arrange the safekeeping of your investment. From time to time, WealthKernel will also facilitate information and promotional communications on behalf of Hearthstone. You will be given the option to manage these communications in the WealthKernel portal.
Hearthstone, for example, will use the personal data you provide through the ‘contact us’ page to provide the information you have requested.
This website also places cookies on your device which are used to collect information in an anonymous form about how visitors use the site. We use the information to compile reports and to help us improve the site.
Terms and conditions and information on data privacy can be found here for Hearthstone and here for the WealthKernel portal.
WealthKernel considers the security of your personal information to be of the utmost importance and they take several measures to ensure it is kept safe.
Any information you provide them is transmitted using secure SSL technology with 256-bit encryption. Where they store sensitive information, such as passwords and bank account numbers, they use strong encryption algorithms similar to those used by the major high-street banks.
They also insist on a minimum password length and require you to use upper case letters, numbers and special characters in your password to make it more secure.
The fund’s auditor is Grant Thornton UK LLP, 30 Finsbury Square, London EC2P 2YU
The Authorised Corporate Director (Thesis Unit Trust Management Limited) and the Depositary (NatWest TDS) will decide how best to proceed to protect everyone’s investment in the fund, and whether to appoint an alternative Property Investment Advisor. If the fund is unable to meet its obligations to investors, you may be able to claim for any financial losses under the Financial Service Compensation Scheme, more details of which can be found at https://www.fscs.org.uk/
Yes. TM home investor fund is authorised by the Financial Conduct Authority (FCA) as a Non-UCITS Scheme (NURS).
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).