Neptune Balanced

Ranked 89 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Robin Geffen

Robin Geffen founded Neptune Investment Management in May 2002 and is the architect of Neptune's real world investment approach. He graduated from Oxford University in 1979 and began his investment career at Charterhouse J Rothschild before moving onto Eagle Star, York Trust and then Scottish Equitable, where he set up their pooled fund business. Geffen joined Orbitex Investments as chief investment officer in 1997 and was most recently global CIO – pensions before founding Neptune.

Objective

Investment objective is to generate a positive total return from investment predominantly in equities and bonds, with a view to attaining top quartile performance amongst the relevant peer group.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.0%
2018 0.6% -0.4% 6.6% 1.6% -6.8%
2017 12.6% 3.3% 0.7% 2.3% 5.8%
2016 12.0% -3.7% 2.5% 8.3% 4.8%
2015 1.6% 7.5% -4.0% -7.5% 6.4%
2014 1.5% -3.6% 1.4% 2.0% 1.8%
2013 16.1% 9.8% -1.8% 2.3% 5.4%
2012 6.5% 6.6% -4.1% 3.4% 0.8%
2011 -6.4% 1.3% -0.3% -11.9% 5.2%
2010 16.1% 4.8% -5.4% 7.7% 8.7%
2009 18.8% -3.5% 2.9% 14.3% 4.7%
2008 -22.4% -7.6% 1.5% -12.9% -5.0%
2007 16.8% 3.1% 3.7% 4.4% 4.5%
2006 13.1% 8.3% -3.4% 1.1% 6.8%
2005 28.9% 3.1% 7.1% 12.5% 3.8%
2004 16.7% 8.0% 0.7% 3.8% 3.4%
2003 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/07/2003
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN GB0033272781

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.60%
  • Initial investment5.00%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).