T. Bailey Dynamic A Inc

Fund

Fund Info

  • Yield History1.47%
  • 3 Year sharpe0.90
  • 3 Year alpha0.96
  • Distribution Typeincome
  • BenchmarkUK inflation plus 3%
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.38%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupT Bailey
  • DomicileUnited Kingdom
  • ISINGB00B1385S07

Investment Strategy

The TBDyF aims to outperform UK inflation plus 3% on a total return basis over the medium-to-long term.

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