TM Home Investor Fund Class G (Institutional Net Income)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 1.1 | 3.4 | 3.5 | -1.6 | -0.6 |
![]() | +/-Cat | 4.0 | -7.1 | 12.7 | 1.7 | -0.8 |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Property - Direct UK | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 13/08/2024 | GBX 112.50 | |
Day Change | 0.00% | |
Morningstar Category™ | Property - Direct UK | |
IA (formerly IMA) Sector | - | |
ISIN | GB00B76WFY75 | |
Fund Size (Mil) 11/01/2022 | GBP 72.65 | |
Share Class Size (Mil) 13/08/2024 | GBP 0.10 | |
Max Initial Charge | 0.50% | |
Ongoing Charge 17/02/2023 | 1.32% |
Investment Objective: TM Home Investor Fund Class G (Institutional Net Income) |
The objective of the fund is to establish a residential property fund which provides investors with exposure to the United Kingdom housing market. Returns will derive principally from capital performance, with lettings of fund properties intended to cover costs and provide some additional return. As it is intended that the fund follows the performance of the underlying housing market it will be ungeared apart from occasional borrowings used to support liquidity. The fund will invest primarily in United Kingdom residential Property. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Stuart Springham 02/09/2019 | ||
Inception Date 25/07/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
National Statistics House Price TR GBP | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for TM Home Investor Fund Class G (Institutional Net Income) | 31/03/2024 |
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