How to Invest

How to invest clients with T. Bailey. This page is for Professional Advisers only.

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.

Our Model Portfolio options are available for those advisers looking to invest through Standard Life Wrap and Transact and provide a range of inflation targeted portfolios.

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.

Our model portfolios are available through Standard Life Wrap and Transact.  Please contact us if you would like access.

Factsheets

T. Bailey Growth Fund A Factsheet September 2021
T. Bailey Dynamic Fund A Factsheet September 2021

Key investor information documents

T. Bailey Growth Fund A Accumulation Units
T. Bailey Growth Fund X Accumulation Units
T. Bailey Dynamic Fund A Accumulation Units
T. Bailey Dynamic Fund A Income Units
T. Bailey Dynamic Fund X Accumulation Units
T. Bailey Dynamic Fund X Income Units

Looking for other literature?

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

Go to Other Documents