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Can I include my TM home investor fund investment in my ISA or SIPP?

You can invest in the fund through a new Stocks and Shares ISA via the online portal provided by WealthKernel. The portal does not currently offer a SIPP investment option.

The fund can be held in many other providers’ Stocks and Shares ISA, Junior ISA, and SIPPs. Please talk to your provider or financial adviser and let them know you would like to invest in the TM home investor fund.

How long is my investment committed for?

There’s no lock-in period or minimum investment time. However, this should be considered as a medium to long-term investment of at least five years.

It would there be suitable in wrap inside an ISA for tax relief benefits.