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Atlantic House Defined Returns Class B - Accumulation (GBP)

Sell:207.81p Buy:207.81p Change: 0.60p (0.29%)
Prices as at 7 November 2024
Sell:207.81p
Buy:207.81p
Change: 0.60p (0.29%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 7 November 2024
Sell:207.81p
Buy:207.81p
Change: 0.60p (0.29%)
Prices as at 7 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

08/11/19 to 08/11/20 08/11/20 to 08/11/21 08/11/21 to 08/11/22 08/11/22 to 08/11/23 08/11/23 to 08/11/24
Annual return -3.36% 17.23% -2.01% 12.71% 9.16%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Jim May
Manager start date: 1 February 2016
Manager located in: TBC

Jim is Co-Fund Manager of the Defined Returns Fund and US Enhanced equity funds, looking after much of the daily management including regular trading. Jim is a Chartered Certified Accountant and joined the Group as Financial Controller in February 2016, becoming co-manager of the funds shortly after.

Manager Name: Russ Bubley
Manager start date: 1 February 2016
Manager located in: TBC

Russ shapes the modelling and risk analysis for the Atlantic House Defined Returns and US Equity funds. Russ has worked in a variety of corporate, investment banking, and asset management roles since 1997 and is an expert in complex financial products, mathematical modelling and risk management. He has personally structured and executed over £20 billion of deals and has a deep understanding of both financial and mathematical issues. Russ has a keen insight into investor psychology and experience creating innovative products to meet the needs of different types of investors from large corporations to individuals.

Manager Name: Tom May
Manager start date: 4 November 2013
Manager located in: London

Tom is Chief Investment Officer at Atlantic House Investments and oversees the portfolio management team. He was previously Head of the European Securitised Equity Derivative and Secondary Market Trading teams at Citigroup between 2005 and 2008 where he was responsible for a team trading all securitised derivative products on both primary and secondary markets. Tom was instrumental in establishing Citigroup as a leader in both primary market innovation and secondary market trading for the UK private placement market. Prior to this, he was part of the Structured Equity Derivatives Trading team at Citi, with specific responsibility for Constant Proportion Portfolio Insurance and Delta 1 Trading.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now