Atlantic House Balanced Return Fund Class A GBP AccumulatedRegister to Unlock Ratings |
Performance History | 31/10/2023 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 2.0 | 8.0 | 3.4 | -7.5 | 8.0 |
![]() | +/-Cat | -1.5 | 11.3 | -1.7 | -8.8 | 4.8 |
![]() | +/-B’mrk | - | 2.4 | 3.7 | 5.8 | 8.5 |
Category: Multistrategy GBP | ||||||
Category Benchmark: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 24/11/2023 | GBP 1.19 | |
Day Change | -0.01% | |
Morningstar Category™ | Multistrategy GBP | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | IE00BDZQTC81 | |
Fund Size (Mil) 24/11/2023 | GBP 40.09 | |
Share Class Size (Mil) 24/11/2023 | USD 40.09 | |
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 Cau Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Atlantic House Balanced Return Fund Class A GBP Accumulated | 31/12/2022 |
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