The Pennine Funds are a unique proposition from True Bearing. We have taken the view that the selection of assets and funds within clients’ investments is now so specialised, that many financial advisers struggle to devote enough time to the subject. We have therefore engaged a Fund Manager who has created two bespoke funds – the Pennine Pathfinder and Pennine Dynamic – which are available to True Bearing clients, who wish to take advantage of this bespoke service.
The Pennine Funds are an Open Ended Investment Company (OEIC) based in the UK. The fund manager, John Husslebee, is responsible for all aspects of running the funds. He is therefore able to devote his time to defining the growth requirements of the funds, selecting the underlying assets to invest in, and ensuring that the funds’ performance are benchmarked against similar funds.
A unique feature of this proposition is that John is able to meet True Bearing clients face to face, every quarter. This means that he is on hand to explain his investment strategy, and answer any questions our clients may have. This therefore makes him personally accountable for the performance of the funds, which is a great incentive to him to deliver benchmarked returns on our clients’ investments.
The Pennine Pathfinder fund is aimed at the cautious investor, and the Pennine Dynamic fund is aimed at investors seeking growth. Your True Bearing Adviser will be able to give you more information. www.thepenninefund.co.uk