Neptune India Fund

For those looking to invest in India this fund was established in 2006, with the new manager coming on board in May 2018. This was our first introduction to the management team and the fund. One main concern is the performance which lags the index over 1 and 3 years and since launch. With a change in management it is difficult at this stage to see if this will change the performance of the fund.

The fund looks to hold between 30 and 50 highest conviction ideas from a universe of 5,000 stocks. In looking across the universe they automatically discount down to 100 to 120 stocks based on liquidity and accounting and corporate governance. They look at three silos for investments…read more

Fund Facts Morningstar

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.