Atlantic House Balanced Rt A GBP Acc
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Atlantic House Investments Limited |
| Phone | - |
| Website | - |
| Address | One Eleven, Edmund Street, Birmingham, West Midlands, B3 2HJ - Birmingham B3 2HJ United Kingdom |
Fund
| Domicile | IRL |
| Legal structure | OEIC |
| UCITS | Yes |
| Inception date | 07/12/2018 |
Managers
| Fund manager | Mark Greenwood |
| Manager start date | 01/10/2022 |
| Biography | Mark is Lead Manager of the Atlantic House Total Return Fund and Co-Manager of the Atlantic House Uncorrelated Strategies Fund. Mark joined the Atlantic House investment team in September 2021 from Merian Global Investors where he managed a successful systematic derivatives investment fund. Before moving to investment management, Mark had a decade long career as a trader on the inflation desks at Barclays and NatWest, latterly as managing director responsible for inflation options and exotics in all currencies and had previously managed the inflation desk at Rand Merchant Bank in South Africa. Mark began his career as underwriting actuary with Swiss Re. Mark holds an MSc in Statistics, the FRM designation from the Global Association of Risk Professionals and is a fellow of the UK Institute of Actuaries. |
| Fund manager | Fahad Hassan |
| Manager start date | 01/06/2023 |
| Biography | Fahad is a CFA Institute charter-holder with extensive experience managing investments for institutional and retail clients across the world. He previously worked for Legal & General Investment Management for 11 years where he managed over $1 billion. |
| Fund manager | Tom May |
| Manager start date | 01/06/2020 |
| Biography | Tom is the Chief Executive & Chief Investment Officer for the Atlantic House Group. He oversees the firm’s investment mandates and is Lead Manager of the Atlantic House Defined Returns Fund, Atlantic House Global Defined Returns Fund, and Atlantic House US Enhanced Equity Fund and a Co-Manager of the Atlantic House Total Return Fund and Atlantic House Uncorrelated Strategies Fund. Tom had a long career at Citigroup, culminating as Head of European Securitised Equity Derivatives and Secondary market trading before becoming a founding partner in the Atlantic House Group. |
| Fund manager | Jack Roberts |
| Manager start date | 01/10/2022 |
| Biography | Jack Roberts, CFA is a lead fund manager on the Atlantic House Total Return Fund. His journey with the firm began in 2017 during a year-long work placement, and after completing his Economics degree from the University of Bath, he returned in 2019. Jack has extensive knowledge regarding derivatives-based solutions, and some of these are applied using a multi-asset framework to the Atlantic House Total Return Fund. |
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