Designed for an ever-changing inflationary environment The Atlantic House Dynamic Duration Fund aims to deliver capital growth over the medium to long term through a systematic and signal-based investment strategy, that is designed to outperform in a wider range of inflation environments than a conventional bond fund. The duration of a portfolio of bonds can create substantial risks for investors when the interest rate environment changes; it is notoriously difficult for fund managers to identify these shifting currents. The systematic approach adopted by this fund offers the potential for performance in both an inflationary and deflationary environment. This offers the opportunity to increase the reliability of a portfolio’s bond exposure as a diversifier to equities. It gives the fund the flexibility to act to protect the portfolio against large bond drawdowns during inflationary environments. During periods where the fund’s key signals suggest rising inflation is expected the portfolio will tilt towards assets positioned to benefit from this, whilst during deflationary periods it tilts towards conventional fixed income exposure.