Neptune US Opportunities C Acc GBP

Fund

Fund Info

  • Yield History0.12%
  • 3 Year sharpe1.39
  • 3 Year alpha-0.18
  • Distribution Typeaccumulation
  • BenchmarkS&P 500 TR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.91%
  • SectorNorth America
  • Manager GroupNeptune
  • DomicileUnited Kingdom
  • ISINGB00B7K9LQ88

Investment Strategy

The investment objective of Neptune US Opportunities Fund is to generate 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.