TB Saracen UK Alpha B Acc

TB Saracen UK Alpha B Acc
T. Bailey Fund Services Limited
Open Ended Investment Company
UK All Companies
1.24 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.7 %
The investment objective is to achieve a return on the invested assets at a higher rate than the return on the MSCI UK All Cap Index. The Investment Manager will employ a value based approach, using both quantitative and qualitative techniques to achieve the above objective. In addition to the objective of maximising returns, the Investment Manager will also seek to protect the capital of investors. Whilst risk will be carefully controlled through diversification and rigorous analysis investor’s capital will be at risk and there is no guarantee that the investment objective will be achieved.
Holding %
Alpha Financial Markets Consulting PLC Ordinary Shares 5.24 %
Rio Tinto PLC 4.94 %
Prudential PLC 4.45 %
MJ Gleeson PLC 4.37 %
Synthomer PLC 4.34 %
Palace Capital PLC 4.33 %
Standard Life Aberdeen PLC 4.28 %
Wood Group (John) PLC 3.93 %
Tyman PLC 3.71 %
Restore PLC 3.50 %
Region %
United Kingdom 100.00 %
Sector %
Financial Services 25.29 %
Consumer Cyclical 23.35 %
Basic materials 15.94 %
Industrials 12.48 %
Technology 7.75 %
Real Estate 6.25 %
T. Bailey Fund Services Limited
NG1 6FJ, Nottingham, United Kingdom
Legal Structure
Open Ended Investment Company


Scott McKenzie
Joined 06/30/2017

Scott spent nine years at Britannia Asset Management, where he helped to build their UK Equity team into one of the industry’s leaders. He managed the Britannia Higher Yield Fund, which was AAA rated by Standard & Poor’s, and consistently among the best-performing funds in its sector. Scott moved to Norwich Union Investment Management – which later became Morley Fund Management – in 1999. At Morley, he managed the Norwich UK Equity Income Fund and the RBS Equity Income Fund, and co-managed the Norwich Distribution Fund. Both of the Norwich funds he managed were A-rated by Standard and Poor’s at the time of his departure. Scott joined Martin Currie in October 2005 to manage Martin Currie’s UK equity income fund.

Data provided by Morningstar.

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