Atlantic House Defined Returns Fund I Inc GBP header image

Atlantic House Defined Returns Fund I Inc GBP

Fund

ISIN IE00BF2ZW348 / Valor 36153382

NAV (2024-12-19)
GBP 1.21-0.45%

Atlantic House Defined Returns Fund I Inc GBP
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General Objective

The fund aims to generate capital growth in the value of its shares over the medium to longer term, suitable for investors seeking high probability of capital growth but able to withstand medium to higher risks.

Fund Exposure

The fund achieves its objective through exposure to a diversified portfolio of defined return investments linked to global equity indices, primarily investing in Transferable Securities, Financial Derivative Instruments exposed to global equity indices, and cash.

Risks

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 Financial Derivative Instruments means the fund will employ leverage, and there is potential for both long and short exposures within the fund.

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Source

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

Tags:
capital growth global equity solactive united kingdom 100 solactive us large cap solactive euro 50

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OTHER SHARE CLASSES OF THIS FUND

Atlantic House Defined Returns I 5% Inc GBP
Atlantic House Defined Returns I 5% Inc GBP Atlantic House Defined Returns I 5% Inc GBP
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Annual Return

-50%0%+50%

Risk level

110
-0.45%GBP 1.16
Atlantic House Defined Returns B Acc USD Hedged
Atlantic House Defined Returns B Acc USD Hedged Atlantic House Defined Returns B Acc USD Hedged
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.44%USD 1.65
Atlantic House Defined Returns B Acc EUR Hedged
Atlantic House Defined Returns B Acc EUR Hedged Atlantic House Defined Returns B Acc EUR Hedged
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.46%EUR 1.42
Atlantic House Defined Returns Fund B GBP Acc
Atlantic House Defined Returns Fund B GBP Acc Atlantic House Defined Returns Fund B GBP Acc Valor: 22774471
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.45%GBP 2.08