Fund Information
Personal Investments
Atlantic Fund Prospectus
At Atlantic we offer funds that focus on capital preservation and income generation. We have three collective investment funds which cover the fixed income risk spectrum. To learn more about these funds please read on. Should you wish to apply now, download the Fund Application form. To have a snapshot view of the funds we offer, download the Atlantic Fund Range PDF below.
Atlantic
Stable Income Fund
Monthly Fund Factsheet
Static Fund Factsheet
Atlantic's Stable Income Fund is an actively managed cash fund which is designed to
deliver returns that are higher than that of a traditional money market unit trust fund. This
fund differs from a money market fund due to the fact that the Fund manager is able to
invest in income generating instruments that have a slightly longer duration than that of a traditional money market fund.
Atlantic
Enhanced Income Fund
Monthly Fund Factsheet
Static Fund Factsheet
Atlantic's Enhanced Income Fund is an actively managed income-producing fund, which seeks to provide income levels in excess of that provided by money market funds while at the same time provide moderate capital growth by careful risk-constrained investment into securities offering good trading opportunities. By actively allocating and diversifying between various interest-bearing asset classes and listed property, total returns are also maximised.
View Fund Factsheet Archive
Atlantic
Real Income Fund
Monthly Fund Factsheet
Static Fund Factsheet
Atlantic's Real Income Fund is an actively managed fixed income fund which aims to deliver inflation beating returns over time. The fund will invest primarily in inflation linked bonds as well as other high yielding fixed income securities. The fund manager may also invest in listed property and a basket of selected equity securities to ensure the targeted return is achieved. The Fund aims to protect investors capital and at the same time generate an inflation beating income stream.
View Fund Factsheet ArchiveInstitutional Investments
- Money Market Fund
- Enhanced Money Market Fund
- Bond Fund
- Specialist Credit Fund
- Enhanced Income Fund
- Real Income Fund
- Inflation-Linked Bond Fund
