Atlantic House Balanced Return

Select share classes

There is only one type of share class for this fund.

Atlantic House Balanced Return Fund Class A GBP Accumulated

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.324/£1.324

arrow-up£0.002 (+0.18%)

Fund Code

AHTAA

BDZQTC8

IE00BDZQTC81

Prices updated as at 11 Dec 2025

Prices in GBP

Investment objective

The investment objective of the Fund is to generate positive returns in most market conditions over any given three-year period. There is no guarantee that the Fund will achieve its investment objective.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Atlantic House Investments Limited

Fund launch date

07 Dec 2018

Domicile

Ireland

UCITS

Yes

Fund manager

Tom May

Manager start date

01 Jun 2020

Fund manager biography

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 manager

Mark Greenwood

Manager start date

01 Oct 2022

Fund manager biography

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.

Head office

One Eleven, Edmund Street, Birmingham, West Midlands, B3 2HJ

Birmingham

United Kingdom

B3 2HJ

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Important Information

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