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 Residential Feeder Unbundled Ret

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)3.79
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 Residential Feeder Unbundled Ret5.68--3.79-Buy

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.

News

Money Observer Time to invest in housing?

Thu, 9th May 2013 - 00:00

Harriet Meyer looks at two funds and a bond that investors bullish on house prices can invest in without buying property directly.

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