T. Bailey Growth Fund -
The Benchmark
We recognise the long-term growth potential of equities and have designed a bespoke benchmark to capture the growth of the UK and global equity markets. This benchmark is reviewed on a triennial basis (or more frequently if required) and takes account of geo-political, economic and market trends.
We employ a number of specialist consultants and we construct our portfolio drawing on our combined experience and expertise. As previously stated, the 40% investment in the UK reflects our predominantly Sterling clientele. The benchmark is set to be beaten, with a target outperformance of over 1% p.a. after all charges over rolling 3-year periods.
| Geographical Region |
Index used in calculation of the benchmark |
Weighting within benchmark
%
|
|
UK
|
FTSE All-Share
|
40.0
|
|
US
|
S&P 500
|
15.0
|
|
Europe (excl. UK)
|
FTSE World Series Europe (excl. UK)
|
15.0
|
|
Japan
|
Topix
|
7.5
|
|
Pacific Basin (excl. Japan)
|
MSCI AC Far East (excl. Japan)
|
7.5
|
|
Emerging Markets
|
MSCI Emerging Markets
|
15.0
|
|
Cash & other investments
|
|
0.0
|
|
|
|
|
100.0
|
