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Neptune Global Technology C Acc GBP

Ranked 3 out of 26 in - Technology over 12 months
All calculations are in GBP unless stated

Managed by

Alastair Unwin

Objective

The investment objective of the Fund is to generate capital growth by investing predominantly in a concentrated portfolio of between 40 60 securities considered to be in the technology sector, without regional restriction. Other eligible asset classes are collective investment schemes, other transferable securities, cash or near cash, deposits and money market instruments. It is anticipated that derivatives instruments and forward transactions may be used by the ACD for efficient portfolio management. The Fund has the facility to take tactical positions in cash or near cash and to use EPM within all share classes should the ACD feel it appropriate.

Showing fund performance in United Kingdom View performance globally

Performance

Technology over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.0%
2017 28.4% 10.9% 3.4% 3.0% 8.7%
2016 28.2% -1.6% 6.0% 19.4% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/12/2015
  • Share Class size22Mn
  • Base currencyGBP
  • ISIN GB00BYXZ5N79

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75

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