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Neptune European Opportunities

Ranked 25 out of 110 in - Europe Excluding UK over 12 months
All calculations are in GBP

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. It is anticipated that derivatives instruments and forward transactions may be used by the ACD for efficient portfolio management. It is the intention to be near-fully invested at all times, however the Fund has the facility to take tactical positions in cash or near cash should the ACD feel it appropriate.

Performance

Europe Excluding UK over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -0.1% 10.0% -6.4% -3.0%
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%
2002 -5.0% -5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date29/11/2002
  • Share Class size195Mn
  • Base currencyGBP
  • ISIN GB0032308594

Purchase Info

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

Charges

  • Annual management1.8%
  • Initial investment5

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