In this video, Peter Askew and Elliot Farley provide an introduction to
T. Bailey, telling our story and explaining how it benefits you as an investor.
When you invest with T. Bailey you are choosing an approach to asset management that is different by design. Our founders – the Forman Hardy family, who have 150 years’ business experience – originally established T. Bailey to manage their own investments.
This proved a great success and for more than 15 years, other investors have been able to invest their money with T. Bailey alongside that of the family, and of our team of investment experts.
The benefit for you is knowing that at T. Bailey we never lose sight of our key objective: achieving the best possible risk-adjusted returns for our investors.
We are privately owned, proudly independent and focused, without compromise, on preserving and growing our investors’ wealth.
With T. Bailey your money is invested in a globally diversified portfolio of funds compiled by our team of investment experts. We identify and oversee high conviction managers that have the skill and resource to target the strongest returns in their chosen market or investment theme.
Asset allocation decisions about the level of exposure to individual markets and investment themes are made by our experienced team, who aim to identify where the best risk-adjusted opportunities lie. Experience has shown us that using a fund of funds approach provides significant benefits for our investors in achieving their investment objectives.
We also understand that you are less concerned about performance relative to market indices and more interested in preserving and growing your wealth in real terms. For that reason we measure our investment returns against inflation as well as our peers.
The key benefits to you of our approach to asset management are:
A multi-asset fund of funds, which provides an actively managed one-stop investment solution, encompassing asset allocation and fund selection, with the majority of assets being sterling denominated.
The investment goal is to achieve CPI plus 3% per annum over a market cycle.
Our global equity portfolio. A whole-of-market solution with a primary investment objective to provide capital growth over the medium-to-long term and to outperform the Investment Association (IA) Global sector mean over rolling three year periods. The IA Global Sector has been chosen as a target benchmark as it represents the performance of a broad group of global equity funds available to UK based investors.
With a strategic asset allocation of only 10% to the UK, it provides an expertly managed global exposure to augment a portfolio of UK assets.