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Trustees and Charities

Trustees and Charities


You'll have a duty to invest wisely and securely in well diversified, high quality assets. You will be looking to:

  • Enhance the risk/reward characteristics of your current portfolio due to returns from residential having low correlation with other asset classes.
  • Avoid the day to day hassles of direct investment in residential property.
  • Provide for more efficient management of capital gains and future portfolio rebalancing.

Trustees or those considering trusts may also be interested in the information on our 'tax saving ideas' pages.

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Terms and conditions

Hearthstone Disclaimer

Please agree to the terms below to view content in the 'Private Investors' section.

Hearthstone Investments PLC is the parent company of the Hearthstone Group. Regulated activities associated with the TM Hearthstone ICVC are carried out by Hearthstone Asset Management Limited, which is an authorised representative of Thesis Asset Management Limited, authorised and regulated by the Financial Conduct Authority (114354). Other companies in the group provide investment advisory and other services funds aimed at professional clients. Details of these companies are provided in the investment materials associated with each fund.

Information in this website is presented for information purposes only. No information in this website should be treated as an invitation or inducement to invest in any particular investment product over another, nor as investment advice. If you are in doubt about whether a particular investment product described within this site suits your needs you should consult your Independent Financial Adviser. Neither Hearthstone Asset Management Limited or Thesis Asset Management Limited accept any responsibility for your use of this site other than in accordance with these terms.

Please note that future predictions/outlook observations are Hearthstone’s own views and do not guarantee they will come to fruition. Please also note past performance is not a guide to the future. 


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