Total Return Fund
The Fund is targeting a return of 4% above the rate of cash in the medium to long term, with less than half of the volatility of equities. With recent market conditions leading many to re-assess how to find true diversification in their portfolio, the Total Return Fund uses a combination of inflation protection, credit, defined equity exposure through derivatives and innovative long volatility strategies to deliver value at a sensible level of risk.
This is a marketing communication. A final investment decision should not be contemplated until the risks, which can be found in the Supplement, the Prospectus and the KIID below are fully considered.
ANNUALISED RETURN TARGET
OF MARKET VOLATILITY
Defined Equity, Long volatility, inflation protection, CREDIT.
Portfolio Management Team
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 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 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.