Model Portfolios

Learn more about the Enable range of Model Portfolios.

The Enable Range

The four T. Bailey Enable Model Portfolios have been created to cover a range of investment objectives and risk profiles.

They are currently available on Standard Life Wrap and Transact.

Click here to request our Model Portfolio brochure

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Inflation plus targets

The Enable Portfolios are a range of inflation-targeted model portfolios that tap into the same themes and thinking behind the T. Bailey Growth Fund and the T. Bailey Dynamic Fund. The portfolios target a range of outcomes from inflation plus 2% to inflation plus 5% over rolling periods of 5 years.

Thematic investing

We take a thematic approach to investing and concentrate on a range of global themes. This enables us to choose investments where demand is robust and likely to exceed supply for the foreseeable future.

Our themes are ones that everyone can understand.

Inflation

The Enable Portfolios target inflation plus 2% to inflation plus 5% over rolling periods of five years.

Name Objective Risk level
Enable 2 UK Inflation +2% 2
Enable 3 UK Inflation +3% 3
Enable 4 UK Inflation +4% 4
Enable 5 UK Inflation +5% 5

 

The Enable Portfolios have a rating of between 2 and 5 on the T. Bailey MPS risk scale (a scale of 1-5, with 1 being the lowest risk and 5 being the highest) and are therefore compatible with investors with a range of risk tolerances.

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

Our Model Portfolio brochure

Click here for our Model Portfolio brochure

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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.
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Discover how to invest

Advisers can invest clients directly with us or through investment platforms.
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View our thought pieces

We're constantly monitoring the evolving investment landscape.
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Access the portfolios

If you would like further information about gaining access to these portfolios for your platform clients, please contact Kevin Payne in the first instance.

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