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Neptune UK Mid Cap

Ranked 14 out of 14 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.

Objective

The investment objective of the Fund is to generate capital growth by investing predominantly in the companies of the FTSE 250 Mid* and in the 50 largest companies by market capitalisation listed on the FTSE Small Cap. Other eligible asset classes are collective investment schemes, other transferable securities, cash or near cash, deposits and money market instruments. Derivatives 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.

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 30/04/2017 - 30/04/2018
  • Rank 14/14 Total Return
  • Rank 11/14 Standard Deviation
  • Rank 13/14 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.5%
2017 13.5% 5.4% -0.1% 7.7% 0.1%
2016 3.1% -3.9% -4.3% 10.5% 1.4%
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. France
  2. Guernsey
  3. Jersey
  4. United Kingdom

Fund Info

  • Launch date15/12/2008
  • Share Class size28Mn
  • Base currencyGBP
  • ISIN GB00B3D7FD61

Purchase Info

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

Charges

  • Annual management1.60%
  • Initial investment5

Related News

Neptune's Mark Martin slips on PZ Cussons slide

Shares in PZ Cussons tumble to the bottom of the FTSE 250 on profits warning, hurting fund manager backers.

UK mid caps ‘in the eye of the storm’

UK mid cap equities have ‘really been in the eye of the storm’ over the last year, according to Neptune’s Mark Martin.

Rising Neptune star to take two year Brexit sabbatical

Neptune's rising UK star Holly Cassell is to take a two year sabbatical from the firm to work for the government in an advisory role on Brexit.

Neptune's Martin warns on 'dangerous' housebuilders

Neptune UK equity manager Mark Martin has criticised income funds for piling into housebuilders - a sector that he says faces multiple headwinds.

Neptune adds co-manager to UK Opportunities fund

Neptune Investment Management has promoted Holly Cassell to co-fund manager of its UK Opportunities fund and deputy manager of the Neptune UK Mid Cap fund.

Neptune to launch income share classes for Mark Martin's funds

Neptune is planning to broaden the appeal of Mark Martin’s UK Mid Cap and UK Opportunities funds with the launch of income share classes.

Woodford follows Neptune with active share disclosure

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

Neptune profits down 42% after 'extremely difficult year for equity investors’

Neptune’s pre-tax profits fell by 42% last year as the group continued to grapple with the twin headwinds of falling assets under management and market conditions unfavourable for its global investment approach.

Neptune's Martin avoids momentum strategy to dodge UK equity pitfalls

The Neptune UK Mid Cap fund has done well year to date, while a lot of its peers have lost money.

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