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Neptune US Opportunities

Ranked 241 out of 247 in - North America over 12 months
All calculations are in GBP unless stated

Managed by

Felix Wintle

Felix Wintle was born in London in 1974. From 1987 to 1992, he attended the City of London School. In 1997 he graduated from Durham University where he studied Arabic & Middle Eastern Studies. He joined City Financial Asset Management in 1999, and in 2004 he moved to Neptune Investment Management where he currently manages the US Opportunities Fund. When asked about his interests, Felix lists football, backgammon, theatre, music and horse racing.


The investment objective of Neptune US Opportunities Fund 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


North America over : 30/04/2015 - 30/04/2016
  • Rank 241/247 Total Return
  • Rank 228/247 Standard Deviation
  • Rank 221/247 Max Drawdown
Fund Name Currency Risk
226 JPM US A Acc GBP


227 Allianz US Equity A Acc GBP


228 Neptune US Opportunities A Acc GBP GBP


228 New Capital US Growth GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged



230 Scottish Mutual North American Acc GBP


230 The Boston Company US Opportunities GBP Inc GBP


Fund Name Currency Loss
219 Nemesis USA Value - USD Adviser Acc GBP


220 Nordea 1 - North American All Cap BP USD GBP


221 Neptune US Opportunities A Acc GBP GBP


222 Legg Mason Clearbridge Value A Dis A USD GBP


223 AB SICAV I-Concentrated US Equity Pf I GBP H

Currency exposure is hedged

Currency exposure is hedged



Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -6.8%
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. Austria
  2. Belgium
  3. France
  4. Germany
  5. Guernsey
  6. Jersey
  7. Luxembourg
  8. Netherlands
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date30/12/2002
  • Share Class size61Mn
  • Base currencyGBP
  • ISIN GB0032310129

Purchase Info

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


  • Annual management1.60%
  • Initial investment5

Related News

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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.

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Neptune's Wintle makes a call: there will not be QE3

Investors should not pin their hopes on the Fed announcing a QE3 at Jackson Hole, says Wintle, who reveals why he has piled into gold and made other key changes to his fund since the August turmoil.

Wintle gets co-manager on Neptune Latin America fund

Thomas Smith has been appointed co-fund manager of the £46.2 million Neptune Latin America fund, relieving Felix Wintle from some of the responsibility.

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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).