The TM home investor fund has been providing attractive returns from a growing portfolio of Private Rented Sector residential properties since 2012.
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 fundinfo, 8 years to 31/12/2020. Total return in GBP, net of charges. TM home investor fund, Class C Retail Gross Accumulation.
Speak to your regional contact who can tell you more about the fund and how it can bring long-term diversification and stability to their portfolio.
You can read and watch a lot more about us and the TM home investor fund in our comprehensive and searchable FAQ section.
Have a look at our adviser presentation. You don't even have to leave your details! Though we'd be delighted to hear from you.
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, 5 St. Bride Street, London, United Kingdom, EC4A 4AS. 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).