Atlantic House Balanced Return Fund Class A GBP AccumulatedRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 1.6 | |||
![]() | +/-Cat | - | -2.5 | |||
![]() | +/-B’mrk | - | -3.4 | |||
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Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... | ||||||
Effective 06/10/2023, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Key Stats | ||
NAV 25/07/2024 | GBP 1.26 | |
Day Change | -0.19% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | IE00BDZQTC81 | |
Fund Size (Mil) 25/07/2024 | GBP 47.26 | |
Share Class Size (Mil) 25/07/2024 | USD 47.26 | |
Max Initial Charge | - | |
Ongoing Charge 20/02/2024 | 0.75% |
Investment Objective: Atlantic House Balanced Return Fund Class A GBP Accumulated |
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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Clive Hale 01/06/2020 | ||
Mark Greenwood 01/10/2022 | ||
Click here to see others | ||
Inception Date 07/12/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Atlantic House Balanced Return Fund Class A GBP Accumulated | 31/12/2023 |
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