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The TM home investor fund can provide valuable diversification to your clients' investment portfolios. As the chart shows, when compared with traditional asset classes such as equities, fixed income and commercial property, it has delivered attractive performance with below average volatility. An increasing number of advisers and portfolio managers are recognising the benefits of the fund and now including it in their clients' portfolios.
Source of data: Financial Express Analytics, 5 years to 30/06/2018
Mainstream fund for retail investors
Covered by the Financial Services Compensation Scheme
TM home investor fund is FCA authorised as a Non-UCITS Retail Scheme.
Residential property has been popular for a long time in the form of buy-to-let investment. Recent regulatory and tax changes have made this less palatable for some - that's where a fund like TM home investor fund could help. The fund offers daily dealing, is available through ISAs, SIPPs and offshore bonds, and comes with track record back to 2012.