Bestinvest says
This is been one of the strongest performing funds in the IMA Global Growth sector since inception, but this performance has been accompanied by volatility. The typically high weighting to emerging markets make this one of the riskier options in the sector.
The investment objective of Neptune Global Equity Fund is to generate capital growth from a concentrated portfolio of global equities. Neptune’s fund managers each also have analytical responsibility for a specific sector and research that sector on a global basis – this research includes how the sectors behave across the cycle and their current attractiveness. Neptune also undertake periodic reviews of countries and regions including their economies, markets and social and political state. The results of the geographic and sector research are combined to form indicative geographic sector weightings for the portfolio.
Stocks are then selected, principally from the recommendations of the global sector analysts but also from internal screens, external research, company visits and newsflow.