Investment management

Overview

Thornbridge provides a fully outsourced investment management solution. We have the infrastructure and expertise to on-board, manage, distribute and grow an investment fund. Thornbridge offers to re-house established funds from organisations that are looking to alleviate regulatory work loads and reduce compliance costs. Thornbridge took on full management of the JM Finn funds business in August 2015 and the Discretionary Unit Fund in September 2016. Arrangements are flexible and each solution is tailored to suit the proprietor.

Thornbridge Global Opportunities Fund

Thornbridge Global Opportunities Fund is a thematic fund with reduced stock specific risk. The managers believe the agent of change in the global economy is the 6bn population living outside the west and they seek businesses that engage with it, wherever they are. They believe this is a better way to access developing markets. The investment approach is simple, transparent and unconstrained and the fund has a proven long term track record. The investment objective is to seek capital & income growth from investments identified across global equity and/or bond markets.

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Discretionary Unit Fund

The investment objective of the fund is to provide maximum appreciation with above average yield for a growth fund. It is envisaged that the fund will normally be fully invested subject to market considerations. The Scheme is to concentrate on smaller and medium sized UK companies. The policy does not envisage hedging either against price or currency fluctuations. Smaller and medium sized companies display characteristics of lower liquidity and investors should therefore recognise that the Manager reserves the right to control the rate of investment of new monies.

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Contact

Patrick Hall
+44 (0)20 8004 3276
James Bedford
+44 (0)20 8004 3275
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