Atlantic House Defined Returns Fund B GBP Acc
Category Alternative Other
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.0966
£0.002 (+0.10%)
Fund Code
AHDBA
BFLR220
IE00BFLR2202
Prices updated as at 03 Dec 2024
Prices in GBP
Investment objective
The investment objective of the Fund is to generate capital growth over the medium to longer term.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Atlantic House Investments Limited
Fund launch date
04 Nov 2013
Domicile
Ireland
UCITS
Yes
Fund manager
Tom May
Manager start date
04 Nov 2013
Fund manager 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 Feb 2016
Fund manager 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.
Head office
One Eleven, Edmund Street, Birmingham, West Midlands, B3 2HJ
Birmingham
United Kingdom
B3 2HJ
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