Hearthstone Investments

About Hearthstone Investments

Overview
As creator of the first FCA authorised, open-ended, pooled fund for UK residential property investment, we help Investors understand the asset class as a mainstream investment choice. Read more

Why Hearthstone
We are the specialist UK Financial Conduct Authority (FCA) authorised and regulated Fund Manager, focused on providing access to the UK’s largest and most familiar asset class – residential property. Read more

Investment Case

More detail on the ‘whys’ and ‘hows’ of investing in UK residential property.

Hearthstone Explained

TM Hearthstone UK Resd Fdr

The Fund invests in private rented sector housing across the mainland UK regions and aims to outperform the capital benchmark, LSL Acadata House Price Index, plus providing an additional income return. The property investment manager, Hearthstone Asset Management, uses quantitative asset allocation methods and qualitative regional stock selection to build a portfolio of assets reflecting the distribution of UK mainland housing stock. These properties are let under assured shorthold tenancy agreements and corporate lets.Investment returns comprise capital growth and rental income.

6 Months

Fund

Sector

1 Year

Fund

Sector

Fund Size (£M)3.38
Fund ManagerDavid Gibbins
Fund Yield0.00%
Fund SectorProperty
 

Investment Approach

Hearthsone Investments

Hearthstone Investments believes that when it comes to investing in UK residential property, the best value comes from purchasing properties that can continually add value to he Fund over the long term, not short-term gains. We call this a ‘buy and hold’ strategy.

The aim of the Fund is to exceed the returns of average UK House Prices across England, Scotland and Wales. Read more

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
TM Hearthstone UK Resd Fdr7.59--3.38-Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
TM Hearthstone UK Resd Fdr7.59--3.38-Buy

Hearthstone Investment Profile

The housing market has seen a strong recovery in recent months but the latest rises are not a flash in the pan; over the 42 years to December 2012, residential property has comfortably outperformed commercial property, equities, gilts and cash with an average total return of just under 14% a year. Despite that superior performance, virtually the only way for investors to get exposure to it has been through direct investment –either by buying a property to live in or to rent out as a buy-to-let. It was that gap in the market which led to the creation of Hearthstone Investments in 2010 and, two years later, the launch of its TM Hearthstone Residential Property fund, one of the few regulated funds investing in the residential property market.

View the full profile article

Disclaimer

Interactive Investor does not endorse any particular product. If you are unsure about whether an investment is suitable for you please seek advice from a financial advisor.

Fund Manager News

Hearthstone wins £30m Falkirk institutional mandate

01/05/2014 - 11:17

Hearthstone Investments, the specialist residential property fund manager, has won a £30m investment mandate from Falkirk...

Lamborghini or Buy to Let?

14/04/2014 - 14:28

Last week’s budget announcement that from April 2015 it may be possible for many people to take their entire pension pot as a...

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