The returns that we achieved after setting up this investment house for ourselves ten years ago were impressive enough for T. Bailey to rapidly go beyond its remit as a family-only concern. We soon drew attention from far and wide and we continue to invest our own money alongside that of our clients.
We remain independent to this day and can make clear-headed, impartial judgements. We don’t have to take irrelevant and distracting considerations into account. All that matters to us is producing great results.
One method of doing that is by investing in funds. Our experience and that of the investors we represent, is that it reduces risk and increases long-term returns.
Our current fund range is as follows:
The T. Bailey funds are designed for investors seeking a core investment vehicle in UK and worldwide equities, and are subject to normal stock market fluctuations and other risks inherent in such investments.
Further details of the T. Bailey funds, including charges and risk warnings, are published in the relevant Key Investor Information document. The Prospectus and the Key Investor Information document should be read and understood prior to investing. Retail clients should also read the Supplementary Information document.
Past performance is not a reliable indicator of future results.
This website has been produced for information only and represents the views of TBAM at the time of writing. It should not be construed as investment advice. No investment decisions should be made without first seeking advice. TBAM do not provide financial advice to private individuals.
Every effort is taken to ensure the accuracy of the data used in this website but no warranties are given. Based on TBAM's understanding of current law and practice which could alter as a result of future legislation. All sources are TBAM unless otherwise stated.
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The value of your investment and the income derived from it can go down as well as up, and you may not get back the money you invested. When investing in retail unit classes, capital appreciation will be affected by the impact of initial charges and you should therefore view your investment as a medium to long-term holding.