UK Responsibly Invested Equity Fund

Learn more about our responsibly invested fund.

Responsible Investing

The WS T. Bailey UK Responsibly Invested Equity Fund is a direct, conviction equity portfolio. It provides exposure to a limited number of UK listed companies that meet strict screening criteria.

These criteria take into account a company’s ability to grow and its commitment to responsible business development with regard to the community, corporate governance and environment.

The investment process is designed to encompass the United Nations Sustainable Development Goals and Principles for Responsible Investment.

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Providing capital growth

The UK Responsibly Invested Equity Fund aims to achieve returns in excess of the IA UK All Companies Sector average over Rolling Periods of 5 years (after charges), through a portfolio of responsibly screened UK listed companies.

The investment process is designed to encompass the United Nations Sustainable Development Goals and Principles for Responsible Investment.

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, the WS T. Bailey Multi-Asset Growth Fund and the WS T. Bailey Global Thematic 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 factsheet which outlines the details of the WS T. Bailey UK Responsibly Invested Equity Fund in full.

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