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Neptune European Opportunities

Ranked 50 out of 122 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Rob Burnett

Born in 1978, Rob Burnett attended Ampleforth College before going to Oxford, graduating in 2000 in Politics, Philosophy and Economics. Burnett has since successfully taken the Securities Institute Regulatory exam, the Certificate in Securities and the CFA level 1 and 2 exams. His investment career began in the equities division of Goldman Sachs before moving to take up an investment analyst role with Neptune in 2002. Since joining Neptune his career has continued to flourish and, whilst having only managed funds since August 2004, Burnett has already been promoted to the position of Investment Director, Head of European Equities. This role includes direct responsibility for the European Opportunities fund as well as the smaller European Max Alpha and European Growth funds. Away from the office Burnett’s recreation covers sport and the arts with his reported interests taking in tennis, rugby, football and music.

Objective

The investment objective of Neptune European Opportunities Fund is to generate capital growth by investing predominantly in a concentrated portfolio of securities selected from European markets, excluding the UK, with a view to attaining top quartile performance within the appropriate peer group. Other eligible asset classes are collective investment schemes, other transferable securities, cash or near cash, deposits and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.4%
2017 20.5% 6.6% 5.2% 5.6% 1.7%
2016 27.8% -8.6% -2.6% 17.7% 21.9%
2015 8.2% 13.7% -2.2% -6.3% 3.9%
2014 -9.2% 10.0% -6.4% -6.0% -6.1%
2013 22.4% 4.3% 1.4% 9.1% 6.1%
2012 11.3% 4.6% -9.6% 12.1% 5.1%
2011 -11.5% 4.5% 1.1% -16.6% 0.4%
2010 7.9% 4.1% -7.6% 7.7% 4.2%
2009 22.3% -11.8% 16.2% 23.9% -3.7%
2008 -21.5% -7.0% 4.9% -15.9% -4.3%
2007 14.7% 9.7% 2.5% -1.6% 3.7%
2006 35.9% 23.2% -5.9% 3.8% 12.9%
2005 39.5% 3.1% 9.4% 16.8% 6.0%
2004 32.1% 3.7% 1.7% 9.4% 14.5%
2003 27.2% -5.2% 17.1% 5.5% 8.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Guernsey
  5. Jersey
  6. Luxembourg
  7. Netherlands
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date29/11/2002
  • Share Class size49Mn
  • Base currencyGBP
  • ISIN GB0032308594

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.75%
  • Initial investment1.75

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).