Atlantic House Fund Management Defined Returns Fund

The concept behind this is simple. It is a series of structured products which “kick out” (pay out) and this over time delivers the positive return. The managers explained that they do the messy stuff and investors get the return.

In a market where the returns are flat to strong the managers expect to get returns of 7 to 8% with relatively low volatility. If the markets dropped up to 35% they would expect to still return 7 to 8% but with increased volatility. Where markets fall over 35% then they would expect the fund to fall.

So in theory, in most market cycles the fund should deliver a positive return. However, the fund is volatile. Looking at the performance in 2018, at its lowest point the fund was down nearly 5% and at other times down nearly 3%. It has recovered and is showing a return of 2.69% year to date. Investors should therefore be aware that the fund can fall significantly even in a period which has relatively low volatility….read more

Fund Facts Morningstar


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