WS T. Bailey Multi-Asset Dynamic

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WS T. Bailey Multi-Asset Dynamic A Accumulation

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

100.32p

arrow-up0.23p (+0.23%)

Fund Code

TBDYA

B1LB2Z7

GB00B1LB2Z79

Prices updated as at 14 Mar 2025
|
Prices in GBX
Investment objective
The Fund aims to outperform the Consumer Prices Index plus 3% per annum, over Rolling Periods of 5 years. Typically at least 80% of the Fund will be invested in a range of other collective investment vehicles, such as open-ended collective investment schemes, unit trusts, investment trusts (“funds”) and exchange-traded products (“ETPs”). The funds may include those managed or operated by the Manager and its associates.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
T. Bailey Asset Management Limited
Fund launch date
02 May 2006
Domicile
United Kingdom
UCITS
Yes
Lead manager
Elliot Farley
Lead manager start date
01 Jan 2009
Lead fund manager biography
Elliot is Co-Manager of the T. Bailey funds. He has worked with the funds since 2000. Elliot has been instrumental in refining and improving the investment process upon which the T. Bailey funds are built. Elliot was previously an ACA with Deloitte & Touche and is a Warwick University Mathematics graduate.
Fund manager
Ben Ridley
Manager start date
06 Feb 2024
Fund manager biography
Ben joined T. Bailey as fund manager in 2024. Over the last 25 years, Ben has managed global equity funds at TT International, Meditor Capital, Morgan Stanley and at M&G. Ben’s clients have included both institutional and private wealth management. He has a masters degree in Politics from the University of Edinburgh, holds the IIMR and is a Member of the CISI.
Head office
1st Floor
Toll Bar House
Nottingham
United Kingdom
NG12 4DG
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