Defined Returns Fund

The Fund aims to generate a medium to long-term return of 7-8% a year through exposure to a diversified portfolio of defined return investments linked to global equity indices. It will invest primarily in a mixture of transferable securities, financial derivative instruments and government bonds (currently UK gilts) to gain this exposure. At outset, a defined return investment will only be eligible for inclusion if it provides for a long-term positive return in anything but the bleakest of market conditions.

Growth

IN A WIDE RANGE OF MARKET SCENARIOS

Risk

DEFINED DOWNSIDE RISK

7-8%

LONG TERM ANNUALISED TARGET

Portfolio Management Team

TOM MAY

Chief Investment Officer

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.

JIM MAY

Co-Fund Manager

Jim is Co-Fund Manager of the Defined Returns Fund, looking after much of the daily running of the Fund including regular trading. Jim is a Chartered Certified Accountant and joined the Group as Financial Controller in February 2016. He immediately started to assist Tom May and Russ Bubley on the Fund and became Co-Fund Manager in 2018.

RUSS BUBLEY

Co-Fund Manager & Quantitative Development

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.