The T. Bailey Dynamic Fund uses a multi-asset fund strategy, so in addition to investing in equities and bonds, you will find exposure to a range of other assets, including commodities, cash and property, depending on where we have identified the strongest opportunities.View Factsheet
A diverse fund
The fund invests mainly in other regulated collective investment schemes. The fund has a combination of UK and non-UK investments and is diversified across different asset classes from equities to bonds and funds with an absolute return or inflation-linked profile.
The aim of the T.Bailey Dynamic Fund is to outperform UK inflation (CPI) plus 3% per annum on a total return basis over the medium-to-long term.
Authorised Unit Trust
The fund is an Authorised Unit Trust, which allows us to make changes without incurring capital gains tax within the product. You can buy income or accumulation units, depending on your income or capital growth requirements.
The fund is also eligible for ISA investments/transfers. Units are available as part of a regular savers scheme from as little as £50 per month. The minimum initial investment is £1,000.
We also offer a Growth Fund, which is designed for long-term investors.
FTAdviser 100 Club
The T. Bailey Dynamic Fund has been selected as one of the top five Mixed Asset funds in the FTAdviser Investment 100 Club which recognises “The most outstanding funds and asset managers across 20 key categories“.
The investment company you can trust
Formed to manage the assets of our founders, we’re a family of well-established investment professionals whose interests are aligned with your clients.
We’re investors, just like your clients
We’ve been around a while
We’re family run
"T. Bailey have constantly delivered the investment outcomes demanded by my clients over a number of years."Paul Bennett, Paul Bennett & Associates
Download the fact sheet
For more information, you can download our fact sheet which outlines the details of the Dynamic Fund in full.View Factsheet
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