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Neptune US Opportunities

Ranked 250 out of 255 in - North America over 12 months
All calculations are in GBP unless stated

Managed by

Patrick Close

Robin Milway

Robin Milway moved to Neptune in 2016 from EFG Asset Management where he was a portfolio manager and head of equity research. Prior to joining EFGAM, Robin spent nine years working at Cooper Investors in Melbourne where he was portfolio manager for the Global Equities Fund.


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 : 30/09/2015 - 30/09/2016
  • Rank 250/255 Total Return
  • Rank 246/255 Standard Deviation
  • Rank 249/255 Max Drawdown
Fund Name Currency Risk
244 Henderson US Growth Ret Acc GBP


245 New Capital US Growth GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged



246 Neptune US Opportunities A Acc GBP GBP


247 Baillie Gifford American A Acc GBP


248 JPM America Equity A Net Acc GBP


Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -6.8% 8.1% 8.0%
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. 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 size62Mn
  • Base currencyGBP
  • ISIN GB0032310129

Purchase Info

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


  • Annual management1.60%
  • Initial investment5

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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).