Our derivative
expertise
Who are we?
Atlantic House was established in 2008 to deliver bespoke, tailored solutions to the UK’s institutional market. In 2013 we launched an asset management business and our flagship fund, the Atlantic House Defined Returns Fund, and we now run £2bn across four UCITS funds as well as issuing over £1bn a year on the bespoke solutions side of the business. The bespoke solutions remain a large part of our business and has informed our asset management business. We came from designing individual investments to meet specific outcome objectives for investors and this theme runs through every fund that we manage.
What's different about us?
We have a different toolbox and a different history to most asset managers. Our investments are rules based and relatively systematic, and therefore most of the investment team’s work is on the construction phase of the investments to build robust methodologies. Thereafter they are focused on ongoing risk analysis to stress and check that that robustness pervades. Our distribution team is also not traditional but instead more akin to a group of product specialists who spend most of their time running training and educational sessions to support investors with their conversations to clients. We aim to provide well thought out, transparent, clear, and well-articulated investment solutions focused on delivering specified outcomes.
How do we do it?
Our specialist toolbox from which we build our investments is the derivatives market. A derivative is something that derives its value from another asset. We believe using derivatives in a sensible, uncomplicated, methodical way gives investors the opportunity to fine tune the risk and reward relationship of investing in the underlying asset. For example, when buying a UK market tracker, the investor receives all the upside and all the downside. A derivative on the UK market can specify what upside the investor wants for what downside, incorporating some capital protection for example, depending on their market view and risk tolerance.
Our aim
The core aim of everything we do at Atlantic House is to deliver useful tools for investors to use within wider portfolios that improve the probability of outcomes in the future, whilst providing a more predictable journey on the way there. Atlantic House solutions should ‘do what they say on the tin’. We hope that our solutions enable investors to build better multi-asset portfolios to help their clients meet their long-term financial goals and shape a better financial future.
Tom May
CEO & CIO
23 years of experience
15 years in group
Jim May
Fund Manager
14 years of experience
6 years in group
Russ Bubley
Fund Manager
25 years of experience
7 years in group
Dedicated to managing your investment
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Source: Atlantic House
Distributions
Investors who receive distributions from the Fund should be aware that these payments are made from capital, this will limit the potential for capital growth.
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This is a marketing communication.
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A copy of the English version of the Supplement, the Prospectus, and any other offering document and the KIID can also be viewed at www.geminicapital.ie. A summary of investor rights associated with an investment in the Fund is available in English at www.geminicapital.ie.
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A decision may be taken at any time to terminate the arrangements for the marketing of the Fund in any jurisdiction in which it is currently being marketed. Shareholders in affected EEA Member State will be notified of any decision marketing arrangements in advance and will be provided the opportunity to redeem their shareholding in the Company free of any charges or deductions for at least 30 working days from the date of such notification.
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The Fund is not sponsored, promoted, sold or supported in any other manner by Solactive AG nor does Solactive AG offer any express or implicit guarantee or assurance either with regard to the results of using the Index and/or Index trademark or the Index Price at any time or in any other respect. The Index is calculated and published by Solactive AG. Solactive AG uses its best efforts to ensure that the Index is calculated correctly. Irrespective of its obligations towards the issuer, Solactive AG has no obligation to point out errors in the Index to third parties including but not limited to investors and/or financial intermediaries of the Fund. Neither publication of the Index by Solactive AG nor the licensing of the Index trademark for the purpose of use in connection within the Fund constitutes a recommendation by Solactive AG to invest capital in said Fund nor does it in any way represent an assurance or opinion of Solactive AG about any investment in this Fund.
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