Atlantic House Defined Returns B Acc EUR Hedged

The fund aims to generate capital growth in the value of its shares over the medium to longer term. It is suitable for investors seeking high probability of capital growth but who are able to withstand medium to higher risks due to market sensitivity and potentially volatile nature of underlying investments.

The fund achieves its objective through exposure to a diversified portfolio of defined return investments linked to global equity indices. It primarily invests in Transferable Securities (corporate and government bonds rated at least A-), Financial Derivative Instruments (FDIs) exposed to global equity indices, and cash to gain this exposure. The fund may take long exposure in securities with the expectation of value increase, as well as short exposure for hedging purposes.

Investors should be aware that capital is at risk and in the event of very poor equity market performance over a sustained period, the fund could generate negative returns. The use of FDIs means that the fund will employ leverage, and distributions out of capital may have different tax consequences.

https://www.atlantichousegroup.com/defined-returns-fund