NEPTUNE GLOBAL ALPHA A - Fund overview
No Bestinvest rating
Find rated flexible investment funds
Overview of
NEPTUNE GLOBAL ALPHA A
Fund manager Robin Geffen combines an astute view on the macroeconomic environment with a strong emphasis on fundamental stock research to provide a concentrated, actively managed portfolio of global equities and occasionally cash and bonds. Strong sell disciplines, a high degree of risk monitoring and flair make this fund a strong contender for investors seeking an actively managed fund from what has historically been an exceptionally conservative and pedestrian peer group.
Standard Initial Charge
5.00% 0.00%
Invest via Bestinvest
to save 5.00%
Fund summary
| Sector |
Flexible Investment
|
| Product type |
OEIC
|
| Launched |
December, 2001
|
| Size |
£93m
|
| Yield |
0.0%
|
| Charging basis |
Income
|
| Dividends paid |
Acc units only.
|
| Bid price |
239.80p |
Fund Charges
|
Standard Initial charge
|
5.00%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
2.00%
|
|
Total expense ratio
|
2.12%
|
|
Reduction in yield (10yr)
|
2.12%
|