Pennine Funds

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

Download John Husselbee's Economic Briefings

• 09/2009 report
• 10/2009 report
• 11/2009 report
• 03/2010 report

The Funds' investments are subject to normal market fluctuations and other risks inherent in investing in securities. There can be no assurance that any appreciation in the value of units will occur. The value of investments and the income derived from them may fall as well as rise and investors may not recoup the original amount they invest in the funds. There is no certainty that the investment objectives of the Funds will actually be achieved and no warranty or representation is given to this effect. The units therefore should be viewed as medium to long term investments. Past performance is not indicative of future performance.