Atlantic House Balanced Return Fund Class A GBP Accumulated

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Name of CompanyAtlantic House Investments Limited
Website -
AddressOne Eleven, Edmund Street, Birmingham, West Midlands, B3 2HJ
 Birmingham   B3 2HJ
 United Kingdom
Legal StructureOpen Ended Investment Company
Inception Date07/12/2018
Fund Advisor(s)
Atlantic House Investments Limited
Fund ManagerClive Hale
Manager Start Date01/06/2020
Clive is a former CIO of Skandia Investment Management and Investment Manager and Consultant at Towry (now Tilney BestInvest) and John Scott & Partners. He has over 35 years’ experience of fund research, asset allocation and portfolio management.
Fund ManagerMark Greenwood
Manager Start Date01/10/2022
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 ManagerFahad Hassan
Manager Start Date01/06/2023
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 ManagerTom May
Manager Start Date01/06/2020
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 ManagerTom Boyle
Manager Start Date01/04/2020
Tom leads product development of derivative strategies used across the Atlantic House funds as well as being a member of the Atlantic House Investments Total Return Fund Management team. Tom joined Atlantic House in 2016 after working at the Newcastle office of Brewin Dolphin.
Fund ManagerJack Roberts
Manager Start Date01/10/2022
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.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(
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