The WealthKernel portal is now closed for new or top-up investment into the Fund.
Minimum investment is £1,000 although lower amounts may be permitted via different investment platforms.
Please speak to your financial adviser or contact us for more information on the Fund’s availability on the various platforms.
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.
Yes. The online portal provided by WealthKernel only accepts customers over the age of 18 who live in England, Scotland, Wales, Northern Ireland, or the Channel Islands. You will be asked to provide a valid National Insurance number during signup. Note that you should only open a Stocks and Shares ISA if you are resident in the UK and have not opened one this tax year. Otherwise please open a regular account.
If you’re unable to invest via the online portal, you may still be able to invest through a third-party platform or through your financial adviser. You may also contact us for an application form to invest directly into the fund.
TM home investor fund does not accept US citizens, regardless of the potential method of investment.
WealthKernel
Hearthstone partners with WealthKernel to enable you to invest through an online portal. WealthKernel is regulated by the Financial Conduct Authority and holds client data securely on our behalf. For more information please visit: https://www.wealthkernel.com/powered-by
Note: The online portal service is now closed for new investment but the Fund remains available through third-party platforms and via financial advisers.
Thesis Group
Thesis Unit Trust Management is the Fund’s Authorised Corporate Director, and Thesis Asset Management Limited is responsible for the cash management functions of TM home investor fund.
Winterflood
Winterflood is the custodian of investments made through the online investment portal provided by WealthKernel, and is also an authorised ISA manager.
Note: The online portal service is now closed for new investment but the Fund remains available through third-party platforms and via financial advisers.
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).