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Neptune UK Mid Cap

Ranked 4 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. 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.

Performance

UK Medium Companies over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 8.1% 3.5% 2.6% 1.8%
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 size96Mn
  • Base currencyGBP
  • ISIN GB00B3D7FD61

Purchase Info

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

Charges

  • Annual management1.6%
  • Initial investment5

Related News

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.

Neptune’s AA-rated man likes Rathbones but not financial ‘cockroaches’

Mark Martin, Neptune’s head of UK equities, explains why he is underweight financials with Rathbones one of the few stocks he owns in the sector.

Geffen vows Neptune is 'stronger' after 17% profit fall

Neptune founder Robin Geffen has come out fighting after seeing profits and assets under management at his firm tumble in a 'challenging' year.  

Barclays Stockbrokers sees record inflows in January

The execution-only platform saw a 320% year-on-year increase in fund inflows with Fidelity UK Smaller Companies its top seller.

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