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Research documents

Due diligence and other research material on the fund and underlying asset class.

Defaqto independent due diligence

Produced by the research and ratings agency, Defaqto, this due diligence document provides an independent assessment of the TM home investor fund.
This document is aimed at financial professionals.

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Research documents

Due diligence and other research material on the fund and underlying asset class.

Dynamic Planner independent due diligence

Produced by Dynamic Planner, the most widely used risk profiling and asset allocation process company in the UK.
This document is aimed at financial professionals.

The report still shows the old fund name and we’re awaiting correction by DP.

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Research documents

Due diligence and other research material on the fund and underlying asset class.

Due Diligence Report

This document is provided to assist in the understanding of the Fund by research agencies, intermediaries, advisory firms and other professional clients.
You should be aware that the information in this document is subject to change and is correct as at the date of this publication – June 2019. Updated information is available at any time by contacting the Hearthstone team.

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