Neptune Balanced C Inc GBP

Fund

Fund Info

  • Yield History0.15%
  • 3 Year sharpe1.20
  • 3 Year alpha3.16
  • Distribution Typeincome
  • Benchmark-
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.83%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupNeptune
  • DomicileUnited Kingdom
  • ISINGB00B83H6G14

Investment Strategy

The fund invests conservatively in a mixture of companies¡¯ shares, bonds (issued by companies and/or governments), money market instruments and cash deposits, selected at the manager's discretion.