Neptune UK Opportunities Fund

It has a long term track record of outperformance but investors need to consider whether they trust such a young manager to take this fund on.

There are over 400 UK Equity Growth and Income Funds; providing investors with access to many different investment styles. So choosing the right fund depends upon understanding their methods and aims.

Performance is part of the equation but equally the management team is crucial. We have met a number of talented Fund Managers, the likes of Standard Life Investments, Neptune, Schroders, Legal and General, Threadneedle and Liontrust (not all of these are in our portfolios).

Until 12 months ago we held the Neptune Special Situations Fund in our portfolio. Primarily we liked the manager and therefore the fund. The manager moved to Schroders and was replaced by a relatively inexperienced manager. Although he had managed a fund himself and was deputy on the fund we felt his track record was limited.

Twelve months on we had a follow up meeting with the manager to see how he has settled in and what the fund is doing.

Fund Facts Morningstar


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