Total Return Fund

The Fund aims to provide investors with positive returns over the long term, and capital preservation over the medium term. This will be achieved through a successful and unconstrained asset allocation model, which is implemented using traditional investments and derivatives.

As a result, we believe the fund should provide long-term returns in the region of 4.5% over and above the UK rate of inflation, with approximately half the volatility of global equity markets. Effective risk management could lead to the fund’s volatility being even less.

4%

REAL RETURN TARGET

50%

OF MARKET VOLATILITY

4 Factors

GROWTH, QUALITY, VALUE, GOLD.

Portfolio Management Team

CHARLES MORRIS

Head of Multi-Asset

Charlie is the lead portfolio manager for the Atlantic House Investments Total Return fund. Charlie was previously the Chief Investment Officer at Newscape from 2016 to 2018 where he oversaw the Diversified Growth Fund. Prior to this he was the Head of Absolute Return at HSBC Global Asset Management where he co-founded the Absolute Return Service in 2002, where assets reached in excess of £2 billion across a range of multi-asset portfolios. Since 2008 Charlie has focused on evolving and implementing factor investing across asset classes.

FAHAD HASSAN

Head of Equities

Fahad Hassan is the Head of Equities at Atlantic House Investments. He is the Lead Manager of the Atlantic House Investments US Enhanced Equity Fund and Co-Manager of the Total Return Fund. He was previously with Legal and General specialising in US equities. Fahad is a CFA institute charter holder.

TOM BOYLE

Fund Management

Tom leads product development of derivative strategies used across the Atlantic House funds as well as being a member of the Atlantic House Investments Total Return Fund Management team. Tom joined Atlantic House in 2016 after working at the Newcastle office of Brewin Dolphin.