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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Felix Wintle

Felix Wintle

About 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.

Are you Felix Wintle?
Funds Managed
  1. Neptune US Opportunities

Citywire Rating: Not Rated

2007

  • SRated A in Sep 2007
  • ORated AA in Oct 2007
  • NRated AA in Nov 2007
  • DRated AA in Dec 2007

2008

  • JRated AAA in Jan 2008
  • FRated AAA in Feb 2008
  • MRated AA in Mar 2008
  • ARated A in Apr 2008
  • MRated AA in May 2008
  • JRated AA in Jun 2008
  • JRated AA in Jul 2008
  • ARated AA in Aug 2008
  • SRated A in Sep 2008
  • ONot rated in Oct 2008
  • NRated A in Nov 2008
  • DRated A in Dec 2008

2009

  • JRated A in Jan 2009
  • FRated A in Feb 2009
  • MRated A in Mar 2009
  • ARated A in Apr 2009
  • MRated AA in May 2009
  • JRated AAA in Jun 2009
  • JRated AAA in Jul 2009
  • ARated AAA in Aug 2009
  • SRated AAA in Sep 2009
  • ORated AAA in Oct 2009
  • NRated AAA in Nov 2009
  • DRated AA in Dec 2009

2010

  • JRated AAA in Jan 2010
  • FRated AA in Feb 2010
  • MRated AA in Mar 2010
  • ARated AA in Apr 2010
  • MRated AA in May 2010
  • JRated AA in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ORated A in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014

Performance

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

Total Return

Month by Month Performance

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 2.3% -1.6% 3.2% 0.7%
2013 40.4% 24.6% 1.7% 8.0% 2.6%
2012 5.3% 8.8% -6.3% 6.1% -2.6%
2011 -9.0% 0.4% -2.8% -13.9% 8.3%
2010 19.3% 8.1% -8.5% 4.9% 15.0%
2009 11.6% 9.9% 1.6%

Related News

Why investors shouldn't lose faith in US equities

Investor's shouldn't use US pessimism as an excuse to abandon faith in American equities argue's Citywire's Charlie Parker.

Wintle: bond to equity switch will be mother of all allocation changes

The transition from over-priced bonds to attractively valued equities will be the key asset allocation switch of the next few years and will see money flood into US equities, according to Neptune’s Felix Wintle.

Citywire Selection: who's in and who's out

Following our recent review, we take a look at the performance of our Citywire Selection picks and changes that have taken place.

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.

Neptune US Opportunities

Felix Wintle is the top North American manager over five years...

Neptune stars put Brics under the spotlight

Neptune's respected team argue that the dominance of the Brics will continue into the next decade.

The top ten US managers since Lehman collapse

Two years since the collapse of Lehman Brothers brought chaos to financial markets, we take a look at the US equity fund managers who have performed best since then.

Aberdeen multi-managers: Fears of a Chinese slowdown overdone

Aberdeen's Aidan Kearney and Graham Duce explain why they are confident of Chinese growth.

Neptune’s Geffen warns of mid-cap bloodbath

UK investors who focus on mid-caps could find themselves trapped by a dearth of liquidity, warns Neptune head of investment Robin Geffen.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.