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NEPTUNE US INCOME A - Fund overview

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Overview of NEPTUNE US INCOME A

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

Standard Initial Charge

5.00% 0.00%

Invest via Bestinvest

to save 5.00%

Fund summary

Sector  North America
Product type  OEIC
Launched  September, 2010
Size  £5m
Yield 4.4%
Charging basis  Capital
Dividends paid  28/2, 31/8
Bid price(inc) 111.30p
Bid price(acc) 118.50p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.75%
Total expense ratio 1.75%
Reduction in yield (10yr) 1.75%

Bestinvest says


No information available.

Portfolio

neptune us income a asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 2%
neptune us income a equity geographic illustration
Allocation Proportion
UK
Europe
Nth America 100%
Japan
Pacific
Other Equity
neptune us income a equity capitalisation illustration
Allocation Proportion
Large Caps 78%
Mid Caps 15%
Small Caps 7%

Investment process


The investment objective of the Neptune US Income Fund is to generate rising levels of income with the potential of capital growth by investing predominantly in a portfolio of North American securities, which may include Canada as well as the USA or overseas companies that derive a significant proportion of their profits or turnover from the USA and/or Canada, with a view to attaining consistent top quartile performance 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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