Global Thematic Equity Fund

Learn more about our global growth investment 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.

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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.

We also offer the WS T. Bailey Multi-Asset Dynamic Fund, WS T. Bailey Multi-Asset Growth Fund and WS T. Bailey UK Responsibly Invested Equity Fund.

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

Our staff, their families and the founders are invested alongside your clients. We’re a community of investors with shared interests.

We’ve been around a while

This isn’t a start-up. We’ve been investing successfully for clients since 1999, over 20 years.

We’re family run

Our Interests are aligned and all investors come first.
"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.

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Learn more about investing with T. Bailey

Explore our resources to discover more about investing your clients’ money with

T. Bailey.

Fund Prices & Factsheets

Read through our fund factsheets and prices for a more comprehensive look at what we offer.

Discover how to invest

Advisers can invest clients directly with us or through investment platforms.

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Investing with T. Bailey is easy and we’ve pulled together everything you need in a single place so you can start investing with your clients as quickly as possible.

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