Multi-Asset Growth Fund
Multi-Asset Growth
The WS T. Bailey Multi-Asset Growth 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 FactsheetDiverse Multi-Asset Growth
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 Multi-Asset Growth Fund is to outperform UK inflation (CPI) plus 4% per annum, over rolling periods of 5 years.
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 the WS T. Bailey Multi-Asset Dynamic Fund, the WS T. Bailey Global Thematic Equity Fund and the WS T. Bailey UK Responsibly Invested Equity Fund.
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Formed to manage the assets of our founders, we’re a family of well-established investment professionals whose interests are aligned with your clients.
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"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 Multi-Asset Growth Fund in full.
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