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Hearthstone launches residential property fund on TD Direct


Hearthstone Investments has partnered with TD Waterhouse to make the TM Hearthstone UK Residential Property Fund available on the TD Direct Investing platform.

This listing provides further option for direct investors who prefer to trade online and do not use the services of a financial adviser. The fund can now be purchased by anyone who holds a trading account, ISA or SIPP on the TD Direct Investing platform.
The listing permits individuals to benefit from investing in residential property without the burden or risk of direct ownership, starting from GBP1,000. 
TD Direct Investing launched in the UK in 1997, since then they have grown to become one of the UK’s leading execution-only online investing providers. With offices in Leeds, Manchester and London it services more than 200,000 clients and manages over GBP5bn of stock and cash assets on their behalf.
Although Hearthstone expects financial advisers to be responsible for the largest proportion of new retail investment into the fund, it does recognise the direct to consumer market is significant and one which is likely to grow further following the Retail Distribution Review (RDR). 
Mark Forman (pictured), distribution director of Hearthstone Investments, says: “Our research has shown that there is a strong appetite for residential property among retail investors. Up to half of cash ISA holders and 45 per cent of equity ISA investors would be interested in including it in their portfolios. This partnership with TD Direct is highly significant to Hearthstone as it gives investors using the platform direct and easy access to the fund. 
“There are many people who prefer to manage their own investment portfolio online; these individuals will now have the ability to further improve the diversification of their portfolios by the inclusion of residential property.”
The Hearthstone fund is FCA authorised and regulated. It is daily priced and eligible for inclusion in tax-efficient wrappers such as ISAs and SIPPs. Individual investors can add the fund to their existing portfolio as well as making use of their full year’s ISA allowance of GBP11,520 or Junior ISA allowance of GBP3,720. Meanwhile, SIPP investors will also be able to access the fund via the platform and receive tax relief in the usual way.

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