The articles from T Bailey over the past few weeks have had a great deal of interest. T Bailey finish their articles this week with some further information about the Fund Managers.

There is also the final chance to win £25 Amazon vouchers. The questions are simple, so well worth looking at.

The winner of the Week 2 competition was John Burrows of Whichers IFA Limited; well done John.

Don’t forget there is also the ‘Ask Jason’  feature still running so if you would like to ask Jason or Elliott a question please send them to either martin@theparaplanner.com or info@tbailey.co.uk and we will get them to answer them for you.

The T. Bailey Fund Managers

Jason Britton is the Chief Investment Officer and Fund Manager at T. Bailey.  Jason has worked with the T. Bailey funds since their launch in 1999 and is an Oxford mathematics graduate and ACA with over 10 years’ experience of the fund management industry.

Jason’s main speciality is advanced quantitative analysis to help monitor and assess the ever-increasing universe of investment funds from which T. Bailey can choose when constructing portfolios.

Jason manages all five funds offered by T. Bailey and is supported by Elliot Farley, Assistant Fund Manager.  Elliot is a Warwick University mathematics graduate with 9 years experience in the fund management industry. He has worked with the T. Bailey funds since 2000 having previously been an ACA with Deloitte & Touche.

AMAZON VOUCHER COMPETITION QUESTIONS:

Jason Britton has worked with the T. Bailey funds since:

A)    1999

B)    1998

C)    2000

How big is the current fund range at T. Bailey?

A)    4 Funds

B)    5 Funds

C)    6 Funds

To enter please send your name and address along with your answers to both questions by email to info@tbailey.co.uk.

By entering this competition, you agree to be bound by the following Terms and Conditions:

1. No purchase is necessary and only one entry per person, per draw will be allowed.
2. One prize of a £25 Amazon Voucher, per draw (i.e. four prizes in total) is available to the winner, who will be selected from random from all correct entries received.
3. No cash substitution will be available.
4. The competition is open to UK residents aged 18 and over, except employees of T. Bailey Asset Management Ltd, its associates, their families or anyone connected with the competition.
5. For inclusion into the week 4 draw, entries must be received no later than 10 February 2010.

The draw for week 4 will be made on 11 February 2010.

1. Winners will be notified immediately and their names published online at www.theparaplanner.com.
2. The promoter will not accept liability for lost or delayed entries. Proof of entering is not proof of receipt of entry. No correspondence in connection with the competition will be entered into and the decision of T. Bailey Asset Management Ltd is final.
3. The winners agree to the promoter’s use of their name, address and photograph in relation to the promoter’s publicity material.
4. The promoter’s contact details are: T. Bailey Asset Management Limited, 64 St. James’s Street, Nottingham, NG1 6FJ.

As you know T Bailey have been sponsoring a competition over the past few weeks. The competition has had a fantastic response; to everyone who entered thank you.

When T Bailey started their sponsorship they very kindly offered the services of their Chief Investment Officer, Jason Britton to answer any questions that anyone wished to put to him.

As you can imagine we have had a number of questions and we hope to be able to publish many of the answers over the next few weeks however as a flavour, Jason has kindly answered the following two questions.

Question 1

I am reviewing a client’s portfolio and they have a large exposure to commercial property, what is your view on commercial property and should this be reallocated?

Jason’s answer

Our view is that we have moved from being negative on commercial property to neutral, so we are still relatively cautious and very careful about what opportunities there are, for example we only choose funds which have an adequate variety of both landlords and tenants to kick in an extra layer of diversity.  A high allocation to this asset class can be dangerous, in our view, but as you know it depends on the client’s risk tolerance and requirements.

Question 2

An IFA has asked me to investigate China as a region – is there more value there?

Jason’s answer

We view China as an unstoppable force in the emerging markets and, like many, understand the effect it has on the rest of the world.  However, these are interesting times and while Anthony Bolton has announced his intention to move there and establish a new fund, we tend to invest in the surrounding area (as can be seen from the T. Bailey Growth Fund exposure) as we find you can get a better risk/reward than investing direct.

If you have any other questions you would like Jason to answer, please feel free to email your question to info@tbailey.co.uk

Similarly, if you have not had the opportunity to look at who T Bailey are, or what they do, please click on their logo on the right.

Now it’s time to say thanks to our sponsors who help us pay the bills over here and keep the site running.  Please make sure that you click through and see what they have to offer.

• Legal & General – our new main front page sponsor as part of their new distribution funds campaign.

• The Hartford -our first ‘big name’ sponsor and very keen to help develop the site for paraplanners.  The Hartford sponsor our Pension and Investment categories and you can read more about their Hartford Platinum product for pensions and their Hartford Gold Investment Bond by clicking the links.

• Life Trust – our newest sponsor have recently launched their unique Longevity Income Plan in the UK.

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