Neptune US Income C Inc GBP

Fund

Fund Info

  • Yield History1.94%
  • 3 Year sharpe1.19
  • 3 Year alpha-1.21
  • Distribution Typeincome
  • BenchmarkS&P 500 TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.98%
  • SectorNorth America
  • Manager GroupNeptune
  • DomicileUnited Kingdom
  • ISINGB00B909HB91

Investment Strategy

The investment objective of the Neptune US Income Fund is to generate income with the potential for long term (5 years or more) capital growth. The Fund invests at least 80% in shares of US companies. These are companies which, at the time of purchase, are incorporated, domiciled, listed or conduct significant business in the US. Stocks are selected with a focus on income and the potential for growth.