Bringing you live news and features since 2006 

Hearthstone lists residential property fund on Aviva platform


Hearthstone Investments has listed its TM Hearthstone Residential Property Fund on the Aviva platform, allowing advisers to use it with their retail clients within the Aviva investment, pension and ISA portfolios.

The Aviva platform offers around 2,600 collective investment funds from more than 90 fund managers. Hearthstone’s listing will be the first FCA authorised residential property fund featured on the platform.
Hearthstone expects financial advisers to be responsible for the largest proportion of new investment into the fund and sees the move to make the TM Hearthstone Residential Property Fund available on the Aviva platform as an important step in continuing to broaden the fund’s distribution reach. 
Mark Forman (pictured), distribution director of Hearthstone Investments, says: “I’m pleased that the fund is now available on the Aviva platform. I believe this will significantly broaden access to our proposition within the industry, due to the platforms popularity with financial professionals.
Phil Ralli, Aviva head of platform proposition, says: “Adding Hearthstone’s fund to our platform gives advisers and their clients a much broader choice and access to a residential property fund on our platform for the first time. We are confident that our relationship with Hearthstone Investments will be long and mutually successful, and most importantly, of benefit to advisers and their clients.”
The Aviva platform currently has 4,000 registered advisers and GBP2bn in assets under administration, available to financial advisers and intermediaries. Aviva for Advisers is web portal that is fully integrated with the wrap, allowing advisers to access platform investments.
The TM Hearthstone UK Residential Property Fund launched in July 2012 and is authorised and regulated by the FCA. The fund, recently rated by Distribution Technology as a 3 (low risk), offers daily liquidity for retail investors and is eligible for inclusion in most tax wrappers (ISA, SIPP, SSAS, offshore bond, etc.)
The fund owns a portfolio of private rented flats and houses, aiming to provide returns generated by house price growth and income from residential lettings. Assets are selected to keep the fund’s overall portfolio approximately in line with the distribution of mainland UK housing stock by both region and by property type.

Latest News

News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by