This is a pioneering fund. It's a 'LITE' version of the T. Bailey Growth Fund (which already has a 10 year track record and sound performance). The T. Bailey Growth Fund LITE invests mainly in global equities and has the objective of outperforming the IMA Global Growth sector over rolling three year periods. Of course it is a fund of funds, as this is what we specialise in. When we say global, just how global do we mean? Well we invest in all regions, including the UK, Europe, US, Japan, South East Asia & Emerging Markets. No stone is left unturned, which we believe is essential in this modern world in building a global equity portfolio. You benefit from each stage of our investment process. The crucial difference is that instead of choosing mostly active funds we only go for passive ones, which will include trackers and ETFs. So not only do we believe that the asset allocation is key, we also feel that choosing the right underlying holding is just as important. This is why we like to research every option and have a suitably diverse range of holdings and providers within the passive fund universe, to include a mixture of mainly ETFs and tracker funds. The T. Bailey Growth Fund LITE is also eligible for ISA investments/transfers. Units are also available as part of a regular savers scheme. Please click to read the simplified prospectus. Please click to see the relevant application forms.
T. Bailey Growth Fund LITE Factsheet
December 2011
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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.