Neptune Global Equity C Inc GBP


Fund Info

  • Yield History1.10%
  • 3 Year sharpe1.25
  • 3 Year alpha0.51
  • Distribution Typeincome
  • BenchmarkMSCI World GR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.89%
  • SectorGlobal
  • Manager GroupNeptune
  • DomicileUnited Kingdom
  • ISINGB00B28R3411

Investment Strategy

The investment objective of Neptune Global Equity Fund is to generate capital growth from a concentrated portfolio of global securities, selected from across world equity markets, with a view to attaining top quartile performance within the appropriate peer group. This is an international fund but there will be no restrictions in terms of regional allocation. Other eligible asset classes may include collective investment schemes, other transferable securities, cash or near cash, deposits and money market instruments.