Global Thematic Equity Fund
A global equity offering
The WS T. Bailey Global Thematic Equity Fund (previously the T. Bailey Growth Fund) invests in equity markets and is designed for long-term investors. It offers a diversified portfolio of funds focused on the major growth areas of the world, whether they be specific countries, regions or economic themes.View Factsheet
Providing capital growth
The aim of the Global Thematic Equity Fund is to provide capital growth over the medium to long term and to outperform the IA Global Sector average over rolling five-year periods.
An Authorised Unit Trust
The fund is an Authorised Unit Trust, which allows us to make changes without incurring capital gains tax within the product.
The fund is eligible for ISA investments/transfers. Units are also available as part of a regular savers scheme, from as little as £50 per calendar month. The minimum initial investment is £1,000.
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 Growth Fund in full.View Factsheet
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