Library - Research Documents
Research documents
Due diligence and other research material on the fund and underlying asset class.
Defaqto independent due diligence
Produced by the research and ratings agency, Defaqto, this due diligence document provides an independent assessment of the TM home investor fund.
This document is aimed at financial professionals.
Research documents
Due diligence and other research material on the fund and underlying asset class.
Due Diligence Report
This document is provided to assist in the understanding of the Fund by research agencies, intermediaries, advisory firms and other professional clients.
You should be aware that the information in this document is subject to change and is correct as at the date of this publication – March 2021. Updated information is available at any time by contacting the Hearthstone team.
Research documents
Environmental, Social and Governance (ESG) Fund Certification of the TM home investor fund by 3D Investing.
ESG Rating Report
3D investing, part of Square Mile Research, conducted a thorough due diligence of the fund’s investment philosophy, process and team – with particular focus on assessing the intentionality of pursuing and embedding an active ESG strategy.
This document is aimed at financial professionals.
Research documents
Due diligence and other research material on the fund and underlying asset class.
Portfolio Holdings Summary
This document details the Fund's holdings.
You should be aware that the information in this document is subject to change and is correct as at the date of this publication. Updated information is available at any time by contacting the Hearthstone team.
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, 5 St. Bride Street, London, United Kingdom, EC4A 4AS. 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).