T Bailey

T. Bailey news

T. Bailey Growth Fund LITE is launched

Published 12:00AM 25 January 2010

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 of the extremely positive press coverage regarding our new fund, but just in case for those who are yet to learn about our new post RDR friendly product here are a few details:

  • The leading unit class will have a TER capped at 0.99%. 
  • T. Bailey Growth Fund LITE is our first passive-only fund of funds to be constructed of  ETFs and trackers.
  • Its asset allocation will follow that of the T. Bailey Growth Fund, which has delivered top quartile performance since launch to its ten year anniversary in December 2009. (Source: Lipper Hindsight). 
  • The fund will be managed by CIO and Fund Manager Jason Britton and Assistant Fund Manager Elliot Farley.

We realised that there was a niche among passive investment fans for a low-cost retail investment vehicle that delivers an actively managed global portfolio of expertly selected ETFs and trackers, and we’ve been overwhelmed by the response to our new fund.  We have also received lots of positive press coverage regarding our new offering, an example of this coverage taken from Fund Strategy magazine can be seen here.

Here at T. Bailey we are very excited about T. Bailey Growth Fund LITE and we hope that you like it too! 

If we can be of any further assistance or you would like to place a deal, please call our Client Services line on: 0115 988 8213.  

Further information including the fund brochure, simplified prospectus and application forms are available on our website www.tbailey.co.uk.


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