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Neptune UK Mid Cap

Ranked 1 out of 10 in - UK Medium Companies over 12 months
All calculations are in GBP

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.

Objective

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.

Performance

UK Medium Companies over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 4.3% 3.5% 2.6% -1.7%
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. Luxembourg
  4. United Kingdom

Fund Info

  • Launch date15/12/2008
  • Share Class size94Mn
  • Base currencyGBP
  • ISIN GB00B3D7FD61

Purchase Info

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

Charges

  • Annual management1.6%
  • Initial investment5

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