T Bailey

T. Bailey news

Six-Monthly Investor Newsletter - 31/03/2013

Published 12:00AM 15 April 2013

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's host ACD service signs new client

Published 12:00AM 22 March 2013

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...

RDR Website Link

Published 12:00AM 31 December 2012

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...

T. Bailey Administration Service wins contract to support new Aptus Fund

Published 12:00AM 1 November 2012

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...

Six-Monthly Investor Newsletter - 30/09/2012

Published 12:00AM 15 October 2012

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 Fund Administration Service Signs New Client

Published 12:00AM 7 August 2012

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...

T. Bailey funds risk profiled to aid suitability assessment

Published 12:00AM 9 May 2012

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 Fund Administration Service Signs Another Client

Published 12:00AM 20 April 2012

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...

Protecting from inflation

Published 12:00AM 12 September 2011

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...

Markets don’t always act rationally

Published 12:00AM 15 August 2011

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...

Farley to manage renamed T. Bailey Cautious Managed Fund

Published 12:00AM 25 August 2010

• Move underlines the consistency of the investment methodology behind the firm’s two cautious funds • Proposed name change reinforces differences in...

T. Bailey signs Discovery Fund

Published 12:00AM 3 August 2010

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...

Successful launch of T. Bailey Defensive Cautious Managed Fund

Published 12:00AM 21 July 2010

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

Published 12:00AM 8 July 2010

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 overwhelmingly back new benchmark

Published 12:00AM 4 January 2010

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 Announces Appointment of Peter Letley as Chief Executive Officer

Published 12:00AM 29 September 2009

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 Announces Major New Investment

Published 12:00AM 15 July 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...

Michael Hughes Joins T. Bailey to Spearhead Exciting New Chapter

Published 12:00AM 1 June 2009

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...

Fund of funds success

Published 12:00AM 31 March 2009

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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