Atlantic House Defined Ret B 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 | 04/11/2013 |
Managers
| Fund manager | Tom May |
| Manager start date | 04/11/2013 |
| 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 | Jim May |
| Manager start date | 01/02/2016 |
| Biography | Jim is Co-Fund Manager of the Defined Returns Fund and US Enhanced equity funds, looking after much of the daily management including regular trading. Jim is a Chartered Certified Accountant and joined the Group as Financial Controller in February 2016, becoming co-manager of the funds shortly after. |
| Fund manager | Russ Bubley |
| Manager start date | 01/02/2016 |
| Biography | Russ shapes the modelling and risk analysis for the Atlantic House Defined Returns and US Equity funds. Russ has worked in a variety of corporate, investment banking, and asset management roles since 1997 and is an expert in complex financial products, mathematical modelling and risk management. He has personally structured and executed over £20 billion of deals and has a deep understanding of both financial and mathematical issues. Russ has a keen insight into investor psychology and experience creating innovative products to meet the needs of different types of investors from large corporations to individuals. |
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2026 AJ Bell. All rights reserved.