What’s the track record?
The fund was launched in July 2012 and has a track record of providing attractive returns with low volatility, and with little correlation to other mainstream asset classes. The latest performance figures can be found on the fund factsheets which can be downloaded here, or via the usual data vendors such as Morningstar and Financial Express.
Please note that the fund was originally named the ‘TM Hearthstone UK Residential Property Fund’, but changed to ‘TM home investor fund’ on 13th July 2018. Some historical information or data on other websites may still refer to the previous fund name.
Hearthstone also has a proven track record of institutional and pension fund investments in the sector.
It’s important to remember that returns are not guaranteed, and that past performance should not be used as a reliable guide to future performance.