The benchmark of the T. Bailey Growth Fund LITE is the IMA Global Growth sector mean, the fund aims to provide capital growth over the medium-to-long-term and to outperform the IMA Global Growth sector mean over rolling three year periods.
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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.