It's cheap.
In fact the TER for our leading unit class is 0.99%!
No that's not a typing error, it's our genuine desire to offer a fund of funds product so that investors who prefer passive fund management can still benefit from global exposure and rest in the comfort that their investment is being monitored daily by the experts. Also the 0.99% is capped for our leading unit class, so that's a promise.
0.99% TER 0.99% TER 0.99% TER Sorry - cannot stop talking about it.
We have other unit classes to suit different requirements, whether you want to invest via a platform or a trail commission needs to be paid, either way, it's a great deal.
So what is the TER? Well it stands for the Total Expense Ratio (TER) and includes the management fee, additional expenses such as trustee fees, FSA fees, auditor fees and other operational expenses. The total cost of the fund is divided by the fund's total assets to calculate the fund's TER, which is expressed as a percentage.
Grabbing you so far?
If you subscribe to the view that a passive fund is best, this is the point where we feel we add can a new dimension. We think that it is crackers to invest in just a single tracker, taking no account of investing around the globe, missing out on constant reviews to change holdings or amounts invested in any region. Your money must work harder. Let us be your personal trainer.
Painful? No, we hold your investment's hands all the way. We think it is a beautiful combination - active overlay and passive underlay.
You can of course come directly to us to invest in the T. Bailey Growth Fund LITE, but if you prefer you can also purchase units in the fund through a number of fund supermarkets and wraps. Please downlad the pdf below for a full list, if the company you are looking for is not listed please contact us as we are more than happy to speak with new companies to create working relationships if it helps you.
T. Bailey Growth Fund LITE
T. Bailey Growth Fund LITE
Websites are all very well, but sometimes only a very knowledgeable human will do. Please leave your details, and we’ll call you back.
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.