Atlantic House rebrands Total Return fund to 'improve transparency'
Tom May (pictured), chief executive officer of Atlantic House Investments
The strategy is now called Atlantic House Balanced Return, to reflect the fact that 60% of its portfolio is tied to the performance of equity market indices. The firm said the name change was aimed at «improving the transparency of the underlying investment strategy for investors».
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The fund is a diversified multi-asset portfolio, offering investors the potential to achieve «more predictable returns» from equity, «more reliable diversification» from bonds and more exposure to crash protection during stressed markets, Atlantic House explained.
It added the strategy's basic allocation is similar to a 60/40 portfolio, but it uses simple liquid derivatives over physical equity and fixed income assets, as they «behave in a more predictable and defined manner».
The company noted the fund has had strong performance over the past year, returning 9.9% in the 12 months to November compared with 3.2% from the IA Targeted Absolute Return sector.
Tom May, CEO of Atlantic House Investments, said the Atlantic House Balanced Return fund is for professional advisers seeking a multi-asset portfolio that offers «consistency» for their clients.
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«Utilising defined return investments, the fund is designed to secure more predictable returns from equity markets across diverse market conditions. It strategically positions itself to capitalise on opportunities in both rising and falling bond markets,» he said.
«Building on our deep derivatives expertise, the fund employs a unique investment approach, merging strategies from our
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