Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Neptune UK Mid Cap

Ranked 7 out of 11 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Mark Martin

Mark Martin was born in Edinburgh in 1979. He read Classics at Oxford University and began his career in the legal profession at Allen & Overy in 2000. He worked there as a solicitor until 2008 before joining Neptune where he is a UK equity fund manager. Mark employs a ‘growth at a reasonable price’ investment strategy within his small and mid-cap universe, focusing on growth, defensive growth, cyclical growth and value stocks. He incorporates a top-down view into the portfolio without the tactical use of cash or derivatives. Mark holds the IMC designation and has completed CFA levels 1 and 2. Outside work he enjoys playing golf and tennis.


The investment objective of Neptune UK Mid Cap Fund is to generate capital growth by investing predominantly in the companies of the FTSE Mid 250 and in the 50 largest companies by market capitalisation listed on the FTSE Small Cap (excluding investment trusts and other funds) with a view to attaining top quartile performance within the appropriate peer group. The Fund may also invest in other transferable securities (with no geographical restriction), collective investment schemes, cash or near cash, deposits and money-market instruments.

Showing fund performance in United Kingdom View performance globally


UK Medium Companies over : 30/04/2015 - 30/04/2016
  • Rank 7/11 Total Return
  • Rank 2/11 Standard Deviation
  • Rank 9/11 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -3.9%
2015 13.3% 7.9% 8.6% -4.0% 0.8%
2014 11.9% 3.5% 2.6% -1.2% 6.7%
2013 26.6% 11.1% 0.5% 9.7% 3.5%
2012 41.0% 18.0% 1.5% 14.0% 3.3%
2011 3.7% 1.6% 4.0% -7.9% 6.5%
2010 22.9% 6.1% -2.6% 9.9% 8.3%
2009 40.2% -4.6% 18.8% 25.8% -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date15/12/2008
  • Share Class size55Mn
  • Base currencyGBP
  • ISIN GB00B3D7FD61

Purchase Info

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


  • Annual management1.60%
  • Initial investment5

Related News

Where are the opportunities in the UK mid cap space?

The short-term outlook for mid caps is marred by political and market issues, despite recent good performance against large caps, but the long-term view is more positive.

Adviser Profile: Matthew Smith of Buckingham Gate

Matthew Smith has progressed quickly at Buckingham Gate Chartered Financial Planners, accumulating clients and assets at an impressive pace

UK mid-caps: why patient plays pave the way

UK mid-cap companies are poised to benefit from nimbleness, faster growth and increased merger activity, but patience is important

Woodford unveils 81% 'active share'

Star manager Neil Woodford has disclosed the active share of his fund 'in the spirit of transparency and openness'.

Smallest prove strongest in UK Mid Cap sector

Size is no guide to top performance in the Equity — UK Medium Companies sector, where the smaller managers are strongest

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