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Neptune US Opportunities

Ranked 43 out of 259 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Alastair Unwin


The investment objective is to generate capital growth by investing predominantly in a concentrated portfolio of Northern American securities which may include Canada as well as the US, with a view to achieving top quartile performance within the appropriate peer group. Other eligible asset classes may include collective investment schemes, other transferable securities, cash or near cash, deposits and money market instruments.

Showing fund performance in United Kingdom View performance globally


US over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 16.4% 6.2% 1.2% 1.6% 6.6%
2016 16.5% -6.8% 8.1% 8.0% 7.0%
2015 3.7% 11.4% -7.6% -7.5% 8.9%
2014 9.2% -1.6% 3.2% 2.9% 4.5%
2013 36.9% 21.6% 1.7% 8.0% 2.6%
2012 5.3% 8.3% -4.9% 6.6% -4.0%
2011 -9.3% -2.8% -3.1% -10.5% 7.6%
2010 15.8% 8.0% -9.6% 4.9% 13.1%
2009 21.7% 1.8% 2.0% 16.1% 1.0%
2008 -13.0% -16.7% 6.8% -12.5% 11.7%
2007 26.9% 6.6% 3.6% 6.4% 8.0%
2006 -0.6% 8.7% -12.8% -1.7% 6.6%
2005 38.5% 7.8% 7.9% 13.2% 5.2%
2004 -2.4% -1.4% 0.7% -3.3% 1.6%
2003 7.6% 1.5% 3.1% 1.5% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/12/2002
  • Share Class size58Mn
  • Base currencyGBP
  • ISIN GB0032310129

Purchase Info

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


  • Annual management1.60%
  • Initial investment1.6

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