How good are we at meeting expectations and delivering the returns we say we will?

At the end of 2023, Jim May and Freddie Blackwell reflected on the Defined Returns Fund, which finished the year up 11.5%.*

Jim discussed the scenario analysis grids that Atlantic House produces for investors that estimate how the fund should perform in various market conditions. These estimates were very much on track for 2023, predicting back in December 2022 that the fund should be up 11% in December 2023.

PAST PERFORMANCE DOES NOT PREDICT FUTURE PERFORMANCE. Data as at 30-11-23.