In a nutshell, the T. Bailey Growth Fund invests globally, from the UK to emerging markets. It is a fund of funds investing in global equity markets and is designed for long-term investors. We believe that there are many investors who should consider an investment in this fund due to its global profile.
Not only are the regional allocations reviewed continuously, the underlying funds held are as well, to give complete diversification and what’s more, we feel it delivers on performance.
The aim of the T. Bailey Growth Fund is to provide capital growth over the medium-to-long term and to out-perform the IMA Global Growth sector average over rolling three-year periods.
The fund is run as an Authorised Unit Trust that allows us to make changes without incurring capital gains tax. The fund has two unit classes: 1) retail units and 2) institutional units to suit different investors.
The fund is also eligible for ISA investments/transfers. Units are also available as part of a regular savers scheme.
Please note that the benchmark and objective of the T. Bailey Growth Fund was simplified on 1 January 2010 .
T. Bailey Growth Fund Factsheet
July 2010
T. Bailey Growth Fund Brochure
1 January 2010
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Request call backThe 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.