Atlantic House Balanced Return Fund Class A GBP AccumulatedRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 0.4 | ||||
+/-Cat | - | -0.2 | ||||
+/-B’mrk | - | -0.9 | ||||
Morningstar Restructure Date: 06/10/2023 | ||||||
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... | ||||||
Effective 06/10/2023, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Key Stats | ||
NAV 26/03/2024 | GBP 1.25 | |
Day Change | 0.05% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | IE00BDZQTC81 | |
Fund Size (Mil) 26/03/2024 | GBP 46.73 | |
Share Class Size (Mil) 26/03/2024 | USD 46.73 | |
Max Initial Charge | - | |
Ongoing Charge 21/02/2023 | 0.89% |
Investment Objective: Atlantic House Balanced Return Fund Class A GBP Accumulated |
The investment objective of the Fund is to generate positive returns in most market conditions over any given three-year period. There is no guarantee that the Fund will achieve its investment objective. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Clive Hale 01/06/2020 | ||
Mark Greenwood 01/10/2022 | ||
Click here to see others | ||
Inception Date 07/12/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Atlantic House Balanced Return Fund Class A GBP Accumulated | 30/06/2023 |
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