Neptune US Opportunities Fund C Acc GBP

Name
Neptune US Opportunities Fund C Acc GBP
Manager
Neptune Investment Management Limited
Type
Open Ended Investment Company
ISIN
GB00B7K9LQ88
Sector
North America
Launched
03/10/2012
OCF
0.91 %
Risk Rating
3
3 Year Sharpe
1.31
3 Year Alpha
-0.84
Yield
0.1 %
Benchmark
S&P 500 TR USD
The fund aims to achieve it¡¯s objective by investing mainly in a focused portfolio of approximately 40-60 North American Companies, selected at the manager's discretion, which may include Canada as well as the USA.
Holding %
Microsoft Corp 5.28 %
UnitedHealth Group Inc 4.86 %
Alphabet Inc A 4.68 %
LivaNova PLC 4.47 %
Willis Towers Watson PLC 3.99 %
Amazon.com Inc 3.92 %
The Brink's Co 3.81 %
Mastercard Inc A 3.50 %
Horizon Pharma PLC 3.34 %
IQVIA Holdings Inc 3.12 %
Region %
United States 98.97 %
Sector %
Technology 25.77 %
Financial Services 20.85 %
Healthcare 20.67 %
Industrials 11.24 %
Consumer Cyclical 5.90 %
Name
Neptune Investment Management Limited
Address
CM99 2WR, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Alastair Unwin
Joined 07/06/2017
Patrick Close
Joined 06/02/2014

Data provided by Morningstar.

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