We have followed the Atlantic House Defined Returns Fund for a few years. One of the key points of this strategy is its simplicity and even when the fund goes down you can predict what should happen moving forward. 2020 was a test for the strategy with a sharp fall, and then a predictable recovery throughout the rest of the year. On the back of this the team took over the Atlantic House Total Return Fund in June 2020. There are some similarities in terms of the equity element, but the main difference is that this aims to be less volatile than the Defined Returns Fund, and the target return is lower.
The fund aims to deliver cash + 4%. The chart below shows how the fund has performed since 1 June vs the MSCI World Index….read more