Hitting the mark: low volatility & outperformance in the UK

By Joshua Ausden, Head of Client Investment Strategy at Neptune

FE Alpha Manager Mark Martin and Assistant Manager Holly Cassell explain how they have delivered sector-topping returns with a low level of volatility in the UK Mid Cap Fund. Since inception in December 2008, the £616m fund has returned 299%, outperforming the FTSE 250 Index by more than 70% and ranking fifth out of 215 competitors in the IA UK All Companies sector.* Mark also runs the multi-cap UK Opportunities Fund, which is managed with the same focus on minimising volatility while maximising returns across the economic cycle.

Click here to read full article

*Source: Neptune & Lipper, as at 05.04.16. Accumulation share class performance, in pound sterling, with net income reinvested and no initial charges. The performance of other share classes may differ. Past performance is not a guide to future performance.

 

Important Information

Investment risks

This fund may have a high volatility rating and past performance is not a guide to future performance. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and your clients may not get back the original amount invested. References to specific securities are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Neptune funds are not tied to replicating a benchmark and holdings can therefore vary from those in the index quoted. For this reason the comparison index should be used for reference only. A majority of the investments made by the fund may be in securities of small and medium-sized companies. Such securities may involve a higher degree of risk than would be the case for securities of larger companies. Please refer to the fund prospectuses for further details.

Recommended

Natwest-Branch-Building-2013-700.jpg

RBS set to cut 32 NatWest branches and 600 roles

RBS is to close 32 NatWest branches with the loss of up to 600 roles. Unite the union says the banking group is shutting offices in the North, Midlands, East and London, with closures to affect other regions in coming weeks. The North will see 18 branches close, up to 217 role losses and 220 […]

Justice-Fine-Ban-Court-Gavel-Judge-700x450.jpg

HMRC wins latest Supreme Court film scheme fight

HMRC has been handed a victory by the Supreme Court, which ruled against a group of film scheme investors seeking to appeal a February decision that their actions constituted tax avoidance. The tax office has been engaged in a long-running legal battle with the Eclipse 35 group since 2011, with courts repeatedly ruling in favour […]

Tech winners keep on winning

By Ali Unwin, chief technology officer & fund manager, Neptune Artificial intelligence, driverless cars, big data. As technological advancements – and disruption – increasingly dominate headlines, Ali Unwin sets out six key themes he is watching in 2017. Read more Important Information Investment risks Neptune funds may have a high historic volatility rating and past performance […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment