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Neptune US Opportunities

Ranked 36 out of 280 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Alastair Unwin

Objective

The investment objective of the 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. Other eligible asset classes are collective investment schemes, other transferable securities, cash or near cash, deposits and money market instruments. It is anticipated that derivatives instruments and forward transactions may be used by the ACD for efficient portfolio management. It is the intention to be near-fully invested at all times, however the Fund has the facility to take tactical positions in cash or near cash should the ACD feel it appropriate.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.2%
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 size56Mn
  • Base currencyGBP
  • ISIN GB0032310129

Purchase Info

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

Charges

  • 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).