T Bailey

As a family, we have a 150 year business heritage.  Unable to find the ideal investment house ten years ago, we created our own.  Other investors soon beat a path to our door. T. Bailey is still privately owned, with an ethos that independence is the key to successful and prudent investment.  And we enjoy the freedom that comes from investing in funds. Fund managers can have narrow fields of specialisation which can lead to higher risk.  But with fund of funds, we can spread risk and invest in diverse classes of assets. Our owners and fund managers, the masters of funds, invest their own money in exactly the same T. Bailey funds as our clients. Masters of funds

T. Bailey price info

Fund name Pricing Single price (p) XD
T. Bailey Growth Fund Retail Accumulation 08 - Sep - 10 78.01
T. Bailey Equity Income Retail Income 08 - Sep - 10 48.43
T. Bailey Cautious Managed Retail Accumulation 08 - Sep - 10 47.51
T. Bailey Growth Fund LITE 99 BPS TER 08 - Sep - 10 102.86
T. Bailey Defensive Cautious Managed Retail Income 08 - Sep - 10 101.86

Meet the team

Helen Stevens

Helen Stevens

Manager, Client Services

Helen Stevens has worked in the financial services industry for over 14 years, including time in...

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The finer details

August 2010 - Another door slammed in the face of savers?

There has been much criticism in recent weeks of National Savings and Investments’ decision to remove its popular inflation beating certificates...

June 2010 - Where has all the alpha gone?

Recent times have proved very challenging for fund of funds as the percentage of actively managed funds that have out-performed their respective...

Fund in focus

T. Bailey Defensive Cautious Managed Fund

The T. Bailey Defensive Cautious Managed Fund is managed by Elliot Farley and is the latest addition to the T. Bailey Fund range, the new fund was launched on 20 July 2010.

It’s a global fund that invests in a diverse range of asset classes, largely via underlying collective investment schemes; equities, fixed-interest assets, property and cash. The fund is categorised as being in the IMA Cautious Managed sector. And the objective we set ourselves? To outperform the IMA Cautious Managed sector average on a total return basis over the medium-to-long term

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