How to Invest

How Professional Advisers can invest their clients with T. Bailey.

Professional Advisers

Our ISA/Unit Trust investment solutions aim to provide a number of advantages for your clients, including expert asset allocation, fund manager selection and risk management through diversification. For those clients investing outside of an ISA, our Unit Trust solutions offer tax efficiency as internal fund transactions do not incur a Capital Gains Tax liability.

T. Bailey in Partnership with Professional Advisers

As a professional adviser, you can invest your clients directly with T. Bailey (i.e., not through a platform) for ISAs, Junior ISAs and Unit Trusts.

If you require application forms or if you need assistance please contact our relationship management team  Kevin Payne or Laura Emery. You can also complete our contact form.

Alternatively, our funds are available on the major investment platforms, although your clients will incur platform fees.

Factsheets

T. Bailey Growth Fund Factsheet April 2022
T. Bailey Dynamic Fund Factsheet April 2022
T. Bailey Multi-Asset Growth Fund Factsheet April 2022
T. Bailey UK Responsibly Invested Equity Fund Factsheet April 2022

Key investor information documents

T. Bailey Growth Fund A Accumulation Units
T. Bailey Dynamic Fund A Accumulation Units
T. Bailey Dynamic Fund A Income Units
T. Bailey Dynamic Fund F Accumulation Units
T. Bailey Dynamic Fund F Income Units
T. Bailey Dynamic Fund S Accumulation Units
T. Bailey Dynamic Fund S Income Units
T. Bailey Multi-Asset Growth Fund S Accumulation
T. Bailey Multi-Asset Growth Fund S Income
T. Bailey Multi-Asset Growth Fund F Accumulation
T. Bailey Multi-Asset Growth Fund F Income
T. Bailey UK Responsibly Invested Equity Fund S Accumulation
T. Bailey UK Responsibly Invested Equity Fund F Accumulation
T. Bailey UK Responsibly Invested Equity Fund I Accumulation

Looking for other literature?

If you are looking for other documentation, you can find it in our Resources Section.

Go to Other Documents