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Neptune US Opportunities

Ranked 75 out of 141 in - North America over 12 months
All calculations are in GBP

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.

Objective

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.

Performance

North America over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 2.3% -1.6% 3.2% 0.7%
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 size245Mn
  • Base currencyGBP
  • ISIN GB0032310129

Purchase Info

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

Charges

  • Annual management1.6%
  • Initial investment5

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