Neptune Global Equity

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Fund Overview

The Neptune Global Equity fund aims to utilise a concentrated portfolio of mainly large-cap global equities in order to provide investors with consistently above average, high returns. The fund considers itself to be style neutral with a simple focus upon companies that are well managed.


The investment philosophy at work here looks to strongly back the convictions about assets, sectors and stocks that comes from research that takes into account both bottom up and top down factors. It is hoped that this approach will mean that the fund avoids any potentially damaging sectoral bias.


The Neptune Global Equity offers investors exposure to a concentrated portfolio of around 40 to 50 holdings.

 

This fund is available through our Fund Supermarket with a 100% discount off the standard initial charge as well as a 0.20% pa discount on the annual management charge.

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³AMC is the Annual Management Charge applied by the Fund Manager. 

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Fund Supermarket Brochure

Invest in this Fund using our Fund Supermarket

Our fund supermarket in conjunction with Cofunds provides you with a choice of over 1,500 investment funds from fund managers such as Invesco Perpetual, Schroders and Jupiter. When you use our service to buy your investment ISAs or funds we reinvest all initial commission to either reduce or eliminate the initial charge made by the fund manager. On our Select Fund range 100% of the initial charge is removed. You can buy funds online or request a postal investment pack.  

 

To invest online now use our secure application form which takes just 3 minutes to complete. (If you are applying online you will need to have your debit card with you. If you are applying for an ISA, you will also need your National Insurance Number.) 

 

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If you would prefer to receive a ISA brochure by post, please complete our enquiry form and we will send you our investment fund pack by post, which includes key feature documents and application forms.

 

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 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.