UK Responsibly Invested Equity Fund
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.View Factsheet
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.
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 factsheet which outlines the details of the WS T. Bailey UK Responsibly Invested Equity Fund in full.View Factsheet
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