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.
The T. Bailey Defensive Cautious Managed Fund seeks to provide a steadier return amongst its peers in the Investment Management Association (IMA) Cautious Managed sector.
The wide geographical reach of this fund and the fact that it doesn’t limit itself to equities and bonds make it more flexible than many other Cautious Managed funds.
You will already have noticed that the name of the fund sets out our stall in that respect: it is the antithesis of a gung-ho investment.
*As from 1 January 2012, this sector has been renamed IMA Mixed Investment 20%-60%
shares.
T. Bailey Defensive Cautious Managed Fund Factsheet
December 2011
Joint Cautious Managed Fund Brochure
Defensive and Dynamic Funds, V2
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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.