Neptune UK Opportunities C Acc GBP

Fund

Fund Info

  • Yield History2.45%
  • 3 Year sharpe0.21
  • 3 Year alpha-4.2
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.94%
  • SectorUK All Companies
  • Manager GroupNeptune
  • DomicileUnited Kingdom
  • ISINGB00B8L76S53

Investment Strategy

The investment objective of Neptune UK Opportunities Fund is to generate long-term growth by investing principally in UK Equities including those deemed to be “special situations”. Other eligible asset classes may include 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.