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You are here: Manager factsheet

Jack Roberts
Atlantic House Fund Management
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Manager profile
Jack is a lead manager of the Atlantic House Balanced Return Fund and Atlantic House Dynamic Duration Fund. Jack initially joined the group in 2017 on a year-long work placement, and after completing his Economics degree from the University of Bath, returned in 2019. Jack earned his CFA Charter in April 2023, passing all three exams on his first attempt. Jack has extensive knowledge regarding derivative based multi-asset solutions and applies this expertise to the two funds he manages.
Total return for Jack Roberts
Manager career performance
Discrete calendar year performance : Jack Roberts

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Jack Roberts 6.7 8.8 - - - - - - - -
Peer Group Composite 4.3 0.3 - - - - - - - -
Over / Under 2.4 8.5 - - - - - - - -
Performance vs peer group composite: Jack Roberts
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
2 years
out of a possible 2
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 2
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Atlantic House Balanced Return Co-managed FO Absolute Return since Oct 01 2022 to present
Atlantic House Dynamic Duration Co-managed FO Fixed Int - Global since Aug 04 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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