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If you like derivative-based puns, this is the place for you. Introducing 'Top of the Swaps', a podcast aiming to help multi-asset investors use derivatives to improve client outcomes, brought to you by people from across our team.
Annual Review 2025: The Atlantic House Defined Returns Fund
The Atlantic House Defined Returns Fund Annual Review Jim May, Fund Manager, and Katie Furniss-Brown, Distribution, discuss the fund's performance, portfolio activity, and the outlook for 2026. Past performance does not predict future performance. The value of investments can fall as well as rise and investors may not get back the original amount invested. CAPITAL AT RISK
Dec 8, 2025


Structured Perspectives part 3: How Autocalls harness the Equity Risk Premium
In this instalment, we explore the Equity Risk Premium and its importance in shaping long term returns for outcome based investment strategies.
Nov 20, 2025


Structured Perspectives part 2: How Autocalls harness the Volatility Risk Premium
In this note, we will explore the Volatility Risk Premium further by examining what impact this has on the returns of Defined Outcome Investments.
Nov 18, 2025


Defined Returns: Delivering in different environments
Fund Manager and CEO Tom May takes a look back at 2024 and assess the fund's performance over the year. In this webinar Tom discusses...
Jan 16, 2025


Annual Review 2024: The Atlantic House Global Defined Returns Fund
Jim May, Fund Manager, and Delia Villiers, Distribution, discuss the fund's performance, portfolio activity, and the outlook for 2025.
Dec 20, 2024


Annual Review 2024: The Atlantic House Defined Returns Fund
Jim May, Fund Manager, and Delia Villiers, Distribution, review how the fund performed in 2024 following the fund's 11th anniversary...
Dec 20, 2024
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