Neptune US Income Fund C Acc GBP

Name
Neptune US Income Fund C Acc GBP
Manager
Neptune Investment Management Limited
Type
Open Ended Investment Company
ISIN
GB00B909H978
Sector
North America
Launched
07/05/2013
OCF
1 %
Risk Rating
5
3 Year Sharpe
1.36
3 Year Alpha
-1.07
Yield
2.1 %
Benchmark
S&P 500 TR GBP
The investment objective of the Neptune US Income Fund is to generate rising levels of income with the potential of capital growth by investing predominantly in a portfolio of North American securities, which may include Canada as well as the USA or overseas companies that derive a significant proportion of their profits or turnover from the USA and/or Canada, with a view to attaining consistent top quartile performance within the appropriate peer group. 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.
Name
Neptune Investment Management Limited
Address
CM99 2WR, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

George Boyd-Bowman
Joined 09/27/2016

George joined Neptune in August 2010 as an Investment Analyst, and became a Fund Manager in December 2012. He graduated from Oxford University in 2010 with a first class degree in Economics and Management. His global research focus is the financials sector, and he has successfully completed the CFA Level 1, 2 and 3.

Data provided by Morningstar.

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