US Enhanced Equity
The Fund aims to provide a total return out-performance relative to large cap US equities. This is achieved by using efficient derivative exposures over a suitably wide range of equity market outcomes.
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.
NO STYLE RELATED TRACKING ERROR SWINGS
TARGET 1-2% TOTAL RETURN RELATIVE OUT-PERFORMANCE
DEFINED DOWNSIDE RISK
Portfolio Management Team
Chief Investment Officer
Tom is Chief Investment Officer at Atlantic House Investments and overseas 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.
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.
Jim is Co-Fund Manager of the US Enhanced Equity 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.