Nottingham based boutique T. Bailey has added a further client to its fund services administration business. T. Bailey will act as Authorised Corporate Director (ACD) and Administrator for...
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...
T. Bailey has become the first fund of funds to back Tom Moore since he took the reins of the Standard Life UK Equity Income Unconstrained fund at the beginning of 2009. The fund of funds...
We recognise that one of the strengths of being a boutique house is the quality of relationship we can build with our supporters. We have a strong investment team here who obviously have...
We are pleased to announce the T. Bailey Six-Monthly Investor Update is now available to download from our website by clicking here. The update includes a summary of recent events from our CEO,...
INVESTMENT TEAM CHANGES AT T. BAILEY • Jason Britton to take industry break• Richard Martin to return to day-to-day fund management• Enhanced role for former Baring...
Investors in the T. Bailey Equity Income Fund have voted in favour of a merger with the flagship T. Bailey Growth Fund. At an Extraordinary General Meeting on 22 January 2010, a motion to merge the...
T. Bailey has announced plans to merge the T. Bailey Equity Income Fund into the flagship T. Bailey Growth Fund. The fund of funds specialist says that, with regret, it is not possible to...
Fund of funds specialist T. Bailey has won two more awards – making three in two weeks, and all of them the result of nominations and votes from financial advisers. The latest is one of the...
T. Bailey has won a special prize in the 2010 Compliance Register Platinum Awards for its work in preparing for the Retail Distribution Review. Earlier this year the multi-manager specialist...
• 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•&...
Three of the UK’s leading boutique fund managers are to share their investment knowledge at a series of seminars for IFAs in Scotland. T. Bailey, Midas Capital Partners and Sarasin &...
T. Bailey has made a significant move into Japan within the T. Bailey Growth Fund and its passive-only equivalent, the T. Bailey Growth Fund LITE. In the space of a few weeks it has moved from an...
T. Bailey’s annual Global Asset Performance Study has underlined the importance of asset allocation to investment performance – and the benefit of active asset allocation. An investor...
We are delighted to confirm that today is the official launch date of our brand new, actively managed passive fund the T. Bailey Growth Fund LITE. We are sure that you will have seen some...
T. Bailey's new passive-only global equity fund has gained FSA authorisation and will launch on 25 January 2010. The T. Bailey Growth Fund LITE, whose leading unit class will have a TER capped at...
• New fund will offer “active overlay, passive underlay”• Equity Asset allocation will mirror successful T. Bailey Growth Fund• TER to be capped at 0.99% T....
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...
Fund of funds specialist T. Bailey is to launch a ground-breaking, passive-only equity fund. The new multi-manager fund, which will include an international mix of tracker funds and ETFs will be...
Fund of funds specialist T. Bailey is planning to change the benchmark of its flagship T. Bailey Growth Fund, which celebrates its tenth birthday this month. The changes to the fund, which has...
Fund of funds specialist T. Bailey Asset Management is delighted to announce the launch of a new sales team, run by recently appointed Head of Sales, Philippa Gee. The team members include Andrew...
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...
Investment boutique T. Bailey is delighted to announce the distribution of a 7% yield to its T.Bailey Equity Income Fund investors, representing an impressive 155% of the current yield of the FTSE...
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...
Gee one of the UK’s best-known financial commentators Latest of several recruits to strengthen T. Bailey team Funds of funds specialist T. Bailey has recruited Philippa Gee, one of the...
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 ...
T. Bailey Growth Fund to see UK benchmark cut back Exposure to US and emerging markets to rise T. Bailey has asked investors to approve a new strategic benchmark for its long-established...
T. Bailey repeats special ISA offer for IFAs and their families Offer available on lump sum ISA investments Low 75 basis points AMC and no initial charges Extended to cover ISA transfers ...
IMA action leaves just two funds of funds in its UK Equity Income Sector T. Bailey Equity Income delivered 139% of the yield of the FTSE All-Share in 2008 Action by the IMA to remove ...
Equity income investors urged to choose hitters not quitters T. Bailey tips equity income to beat the bear ISA season investors warned to opt for “genuine” funds Funds of...
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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.