UK Responsibly Invested Equity Fund

Learn more about our responsibly invested fund.

Responsible Investing

The T. Bailey UK Responsibly Invested Equity Fund (TB UK RIEF) 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 regarding 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 T. Bailey 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 run as 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 T. Bailey Dynamic Fund, the T. Bailey Multi-Asset Growth Fund and the T. Bailey Growth 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 T. Bailey UK Responsibly Invested Equity Fund in full.

View Factsheet

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.

View our thought pieces

We're constantly monitoring the evolving investment landscape.

Start application

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.

How to invest