The latest six-monthly investor update is now available to download from our website. The newsletter includes a market overview, details of the latest strategic asset allocation for...
T. Bailey announced today that Dundas Partners LLP are the latest client to join its growing host ACD and transfer agency service. The Heriot Global Fund launched on 20 March 2013 and is managed...
Please click here or visit www.tbailey.co.uk/rdr to view our dedicated RDR website. Please refer to the RDR page for: The latest Intermediary Terms of Business &nbs...
Nottinghamshire based T. Bailey has added a further client to its expanding administration service. T. Bailey will act as Authorised Corporate Director (ACD) and Administrator for the Aptus Global...
The very latest version of the Six-Monthly Investor Newsletter is now available to download from our website. The newsletter provides a market overview, a summary of activity on the T. Bailey...
T. Bailey’s Fund Administration service has signed another client to its expanding fund administration business. Edinburgh based Amati Global Investors has appointed T. Bailey as Authorised...
Three T. Bailey funds of funds have been risk-profiled by leading specialist Distribution Technology and are to be added to the Dynamic Planner risk-profiling application. The announcement follows...
T. Bailey has signed a new client for its growing fund administration service. Oriel Asset Management (OAM) has appointed T. Bailey as Authorised Corporate Director (ACD) and Administrator for its...
Consumers have tangible evidence of the impact of price rises in their weekly shopping and domestic bills. Little wonder, then, that inflation is a key concern. As the manager of two cautious...
Reflecting on the past couple of weeks I can’t help being reminded of the old gag that markets have correctly predicted nine of the last five recessions. It’s a fundamental principle of...
• Move underlines the consistency of the investment methodology behind the firm’s two cautious funds • Proposed name change reinforces differences in...
Fund of funds specialist T. Bailey has added another client to its growing fund administration business after winning the mandate for Discovery Asset Management. The £31m Discovery OEIC...
T. BAILEY LAUNCHES NEW FUND Initial asset allocation unveiled Institutional terms available from just £1,000 Fund of funds specialist T. Bailey has unveiled its new defensive multi-asset...
T. BAILEY TO LAUNCH NEW DEFENSIVE CAUTIOUS MANAGED FUND • New fund will have reduced exposure to equities • Still aims to beat performance of the average fund in the sector•&...
Investors and advisers have backed the proposal to simplify the benchmark of the T. Bailey Growth Fund. The proposal to change the benchmark of the fund to the IMA Global Growth Sector average won...
T. Bailey is pleased to announce that Peter Letley, who was appointed Interim Chief Executive Officer earlier this year, will take up the position on a permanent basis from October 1st 2009. ...
T. Bailey founders, the Forman Hardy family, are proposing a facility of £3 million to be used to further develop the successful boutique fund-of-funds manager. As well as enabling the firm to...
Boutique fund-of-funds manager T. Bailey is pleased to announce that former Baring Asset Management CIO Michael Hughes is to join the board as a Non-Executive Director. Hughes began what turned into...
T. Bailey research underlines success of multi-manager strategy Over 7% outperformance after six year Performance measured AFTER all charges Additional CGT benefits to multi-manager ...
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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.