The TM home investor fund posted positive total returns for Q3 2020, reflecting the increased activity in the UK housing market since lockdown measures eased in May, and the introduction of the Stamp Duty holiday.

The Fund continues to collect high levels of rent, and property portfolio valuations have now increased for four successive months.

Stuart Springham reviews the latest Key Performance indicators for the Fund, and the factors at play in both the owner-occupier and private rented sectors of the UK residential property market in our Fund and Market Update.

The document can be downloaded by clicking on the image below.

A detailed list of the Fund’s property portfolio and cash holdings is available in the Portfolio Summary document.

The latest factsheets can be downloaded from our library here.

Important Information

This document is not a prospectus, invitation to invest or advice. Investors may get back less than the amount invested. Information on past performance is not necessarily a guide to future performance. The value of investments in the fund can go down, and there can be no assurance that any appreciation in the value of investments will occur.

Residential property values are affected by factors such as interest rates, economic growth, fluctuations in property yields and tenant default. Property investments are relatively illiquid compared to bonds and equities, and can take a significant amount of time to trade.

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).