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NEPTUNE UK HIGHER INCOME A - Fund overview

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Overview of NEPTUNE UK HIGHER INCOME A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. NEPTUNE UK HIGHER INCOME A does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

Fund summary

Sector  UK Equity and Bond Income
Product type  OEIC
Launched  September, 2010
Size  £1m
Yield 5.1%
Charging basis  Capital
Dividends paid  28/2, 31/8
Bid price(inc) 100.50p
Bid price(acc) 106.10p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.50%

Bestinvest says


No information available.

Portfolio

neptune uk higher income a asset allocation illustration
Allocation Proportion
Equity 80%
High yield bonds
Quality bonds 20%
Property
Commodities
Hedge
Fund cash
neptune uk higher income a equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
neptune uk higher income a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The investment objective of the Neptune UK Higher Income Fund is to generate an above average level of income, with the potential for capital growth, through an actively managed portfolio invested predominantly in UK securities with a minimum of 20% invested in UK fixed income securities and a minimum of 20% invested in UK Equities, with the potential for some overseas exposure. The Fund aims to achieve top quartile performance, in terms of total return, within the appropriate peer group.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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