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

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.

TOM BOYLE

Co-Fund Manager

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.

CLIVE HALE

Co-Fund Manager

Clive is a former CIO of Skandia Investment Management and Investment Manager and Consultant at Towry (now Tilney BestInvest) and John Scott & Partners. He has over 35 years’ experience of fund research, asset allocation and portfolio management.