fund

An Introduction To The TM home investor fund?️

The TM home investor fund from Hearthstone Investments is the UK’s first FCA authorised,  direct residential property fund available for private retail investors.

While a lot of investment companies work across many different sectors, we only invest in houses and flats for private rent. It’s been that way since we launched in 2009 as the UK’s first fund manager to focus solely on residential property.

We’re passionate about residential property investment and most of our team has been working in the sector for many years. We bring this experience to managing the TM home investor fund, which offers savers the chance to invest in the UK housing market from as little as £100. By working closely with estate agents and housebuilders, we look for mainstream houses and flats across the UK that are likely to increase in value and will be attractive to the growing number of individuals, couples and families wanting to rent. Currently, the fund holds over 200 residential properties across the UK, typically new or modern two or three bedroom houses and flats.

For investors, the TM home investor fund can offer a hassle-free and tax-efficient alternative to buy-to-let or help your money keep pace with property prices when saving for a deposit for your first home, or helping your children or grandchildren get on the property ladder. Within a mixed investment portfolio with equities, bonds or commercial property, the fund can also offer a way to spread, or diversify, investment risk, because residential property acts differently to these other mainstream asset classes as market conditions change.

The fund also benefits our broad range of tenants who enjoy the excellent accommodation and landlord services we provide. In a market where almost a third of the UK’s rented homes fail to meet Decent Homes Standards, which means they either contain safety or health hazards, are not in a reasonable state of repair, do not have modern facilities or do not have efficient heating or insulation, we believe the fund meets an important social need.

Risk Warning:

Investing involves risk. Investors should be aware that the value of an investment and the income from it can fall as well as rise, and they may not receive back the full amount they invest. Past performance is not a reliable indicator of future results.

The Authorised Fund Manager is Thesis Unit Trust Management Limited, Exchange Building, St John’s Street, Chichester, West Sussex, PO19 1UP. Authorised and regulated by the Financial Conduct Authority.

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).