Buy, sell or hold? The Atlantic House Defined Returns Fund

Is now the right time to buy, sell or hold the Atlantic House Defined Returns Fund? We adopted an investors perspective to critically review the fund, which celebrates its 10 year anniversary this month, and are pleased to share our findings with you.

Over the past decade, the fund has delivered steady returns to its investors in what has been a low return and low interest rate environment. At what may be a pivotal shift in the investment landscape, with a rate environment that could greatly diverge from the past decade, we conducted a thorough review of the fund's investment thesis to assess whether the fund's trajectory aligns with our investors' evolving needs for the uncertain road ahead.

We find the current portfolio to be extremely attractive to current and prospective investors, thanks to the combination of higher potential returns, enhanced protection levels, and low delta. However, we also consider the factors that might prompt an investor to sell. Take a look at the note for a full and balanced exploration.

Read the note

Watch the webinar

Our aim at Atlantic House is simple; help multi-asset investors build better portfolios using our derivatives expertise. If you’d like to speak to us about how we think the Defined Returns Fund, or any of our funds can help you do that, get in touch– we’d love to hear from you.

FOR PROFESSIONAL INVESTOR USE ONLY. CAPITAL AT RISK. PAST PERFORMANCE DOES NOT PREDICT FUTURE RETURNS.