WS T. Bailey UK Responsibly Invested Equity Fund F Accumulation

The fund aims to achieve capital growth in excess of the IA UK All Companies Sector average over Rolling Periods of 5 years through a portfolio of responsibly screened UK listed companies.

The fund will invest at least 80% of its net asset value in a concentrated portfolio of equity or equity-related securities of UK companies listed on the London Stock Exchange (LSE) diversified by sector, industry, and market capitalization. The investment universe will exclude companies involved in industries such as alcohol, gambling, weapons, pornography, tobacco, and large-scale extraction practices.

Investors should be aware that this fund may not be suitable for those planning to withdraw their money in the short term (within 5 years) and should be viewed as a medium to long-term investment only.

https://tbaileyam.co.uk/wp-content/uploads/2025/01/TBUKRIEF-Factsheet-Dec-2024.pdf