The benchmark of the T. Bailey Growth Fund is the IMA Global Growth sector average, the fund aims to provide capital growth over the medium-to-long-term and to outperform the IMA Global Growth sector average over rolling three year periods.
On its 10 year anniversary the T. Bailey Growth Fund had outperformed the IMA Global Growth sector average by an impressive 28%, source: Lipper Hindsight, using performance data from 13 December 1999 to 14 December 2009.
Following feedback from IFAs the benchmark was changed to the IMA Global Growth sector average on 1 January 2010 following unit holder approval.
Historically the benchmark mirrored the funds strategic asset allocation but was altered so that it would be easier for IFAs and clients to compare the T. Bailey Growth Fund to its peers. The strategic asset allocation of the T. Bailey Growth Fund remains the same and is unaffected by the benchmark change.
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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.