T Bailey

T. Bailey news

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...

Six-Monthly Investor Newsletter

Published 12:00AM 16 April 2012

The latest six-monthly investor update is now available to download from our website. The newsletter contains a current market overview, details of the T. Bailey Growth Fund’s recent strategic...

Global Outlook 2012

Published 12:00AM 23 January 2012

Richard Martin Co-Manager of the T. Bailey Growth Fund and T. Bailey Growth Fund LITE shares his views on the year ahead. Europe dominated the news last year and 2012 looks set to be no...

T. Bailey win administration contract to support new Nettle fund

Published 12:00AM 20 October 2011

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...

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...

T. Bailey back Tom Moore and Standard Life's Equity Income Team

Published 12:00AM 1 June 2011

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...

T. Bailey Win 5 Star Customer Service Award

Published 12:00AM 19 November 2010

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 Win Compliance Award

Published 12:00AM 10 November 2010

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...

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•&...

New research underlines importance of asset allocation to returns

Published 12:00AM 15 February 2010

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...

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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