TM Home Investor Feeder Retail Unbnd Acc

Fund

Fund Info

  • Yield History0.81%
  • 3 Year sharpe1.20
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkLSL Acadametrics UK House Price
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.70%
  • SectorProperty Other
  • Manager GroupOldfield Partners
  • DomicileUnited Kingdom
  • ISINGB00B95V2K41

Investment Strategy

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.