Why should I invest my clients in this fund?

This section is for Investment Professionals ONLY. Customers should click here.

The TM home investor fund can be invested in on a stand-alone basis, or as part of a diversified portfolio

Stand-alone investment:
- Alternative to Buy-to-let: with recent tax and regulatory changes to Buy-To-Let, the TM home investor fund is a tax-efficient and hassle-free alternative.
- Saving for a deposit: The TM home investor fund aims to capture UK house price growth; as such, the fund could be attractive to investors saving for a deposit, whether these are first time buyers, or savers trying to help their children, grand-children, friends or relatives to get on the housing ladder
Diversifier in a multi-asset portfolio: Thanks to low correlations to equities, bonds and commercial property, the TM home investor fund can fit in a diversified, multi-asset portfolio to improve risk-adjusted returns.

Residential Property Investment Fund - Important Information

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 Bridgehouse Company Secretaries, 1-2 Faulkners Alley, Cowcross Street, London EC1N 6DD.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).

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