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Commentary on our fund ranges

Neptune offers a range of actively managed funds, which can be held in a pension or ISA.

On this site we share our market insights, in‑house research and fund updates.


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Important Information

The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and investors may not get back the original amount invested. Neptune funds may be higher risk than other funds and past performance is not a guide to future performance. Read more…

Investing for income

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Videos and guides to help your clients understand equity income.


Investing for income

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Important Information

The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and investors may not get back the original amount invested. Neptune funds may be higher risk than other funds and past performance is not a guide to future performance. Investments in emerging markets are higher risk and potentially more volatile than those in established markets. Neptune funds may invest more than 35% in government and public securities in a number of jurisdictions. Neptune funds may hold a greater percentage of smaller company stocks which can be higher risk than those in larger companies. If you are unsure about the suitability of an investment please consult an authorised financial adviser.

The material within this webpage is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell investments. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. Any views are those of Neptune as at issue, unless stated otherwise, and we do not undertake to advise you as to any change of our views. Forecasts/ estimates are not a reliable indicator of future performance. All information is given in good faith but without any warranty. Neptune does not give investment advice and only provides information on Neptune products.

Further risk information can be found in the Prospectus/Key Investor Information Document which should be read carefully prior to investing and can be obtained by calling 0800 587 5051 or downloaded from the Literature page on www.neptunefunds.com.

All personal information, such as name and email address, is collected for the purposes of sending you information requested or answering queries. This information will be held by us in accordance with the Data Protection Act and will not be passed to third parties. It may, however, be used by us to inform you of other services and products offered by Neptune. If you would like to be removed from our database at any point, please contact us with your request at enquiries@neptune-im.co.uk.

This website is intended for those who access it from within the United Kingdom. If you are accessing the website outside the United Kingdom, your local legislation may not permit us to offer products for you in your own country. If you choose to access the website from a jurisdiction other than the United Kingdom you do so at your own risk and Neptune will not be liable for any breach of local law or regulation that you commit as a result of doing so. None of our products are available to residents of the United States of America, residents within an area subject to its jurisdictions or United States Persons.

Please note that our website uses cookies. To find out more about our use of cookies please click here to view our privacy policy.

Copyright © 2014 Neptune Investment Management Limited. Authorised and regulated by the Financial Conduct Authority. FCA registration number: 416015. The Company is registered in England and Wales, number 4341768, and has its registered office at Lion House, Red Lion Street, London WC1R 4GB. It is registered for VAT under reference number 887 1263 92.

UK Institutional Investor

This site is designed for institutional investors only. Any other investors should not proceed.

Risks of investing

TThe value of an investment and any income from it can fall as well as rise as a result of market and currency movement and investors may not get back the amount originally invested. Investments in emerging markets are higher risk and potentially more volatile than those in established markets. Past performance is not a guide to future performance.

Advice

Any views expressed within this website are those of Neptune as of the date of issue, these views may change and should not be taken as advice to invest. Any forecasts are not guaranteed.

Neptune does not offer investment advice on the advantages or suitability of its products. Please be aware that some of the products and services listed within this may not be suitable for all investors.

Information or opinions contained in this website do not constitute an offer to sell or a solicitation, or offer to buy, any securities or financial instruments. It does not form part of any contract for the sale or purchase of any investment. Should you seek to rely in any way upon any information or opinions contained within the website, you do so at your own risk.

Product availability

This website is intended for those who access it from within the United Kingdom. Because of this we cannot guarantee that the website, or the information thereon, complies with the local laws or regulations of, or is appropriate for use in, any other jurisdiction other than the United Kingdom. If you choose to access the website from a jurisdiction other than the United Kingdom you do so at your own risk and Neptune will not be liable for any breach of local law or regulation that you commit as a result of doing so.

If you are accessing the website outside the United Kingdom, your local legislation may not permit us to offer products for you in your own country.

None of our products are available to residents of the United States of America, residents within an area subject to its jurisdictions or United States Persons. This applies to United States Persons who are resident outside the United States. If an investor subsequently becomes incorporated in the United States or a United States Person, Neptune Investment Management reserves the right to request a transfer of the Shares, or to redeem or cancel the Shares 20 days after giving notice to the Shareholder.

Prior to investing

UK residents are required to see a Key Investor Information Document and Supplementary Information Document before investing in applicable funds and any offer is made solely by means and on the basis of the Key Investor Information Document, Prospectus and supplements. These documents can be downloaded from this site. Please make sure that you read these documents carefully.

Cookies

The Neptune website uses cookies and similar technologies. To read Neptune’s cookie policy click here.

In order to agree to these terms and conditions and continue through to the rest of the site, please select ‘Proceed’. If you reject these terms and conditions please exit the site.

UK Financial Adviser

This site is designed for investment professionals and other intermediaries authorised in the UK by the Financial Conduct Authority. If you are not an investment professional or authorised intermediary you should not proceed.

Risks of investing

The value of an investment and any income from it can fall as well as rise as a result of market and currency movement and investors may not get back the amount originally invested. Investments in emerging markets are higher risk and potentially more volatile than those in established markets.

Past performance is not a guide to future performance. Stockmarket investments should be seen as a medium to long term investment and your clients should plan to hold them for at least five years.

Advice

Any views expressed within this website are those of Neptune as of the date of issue, these views may change and should not be taken as advice to invest. Any forecasts are not guaranteed.

Neptune does not offer investment advice on the advantages or suitability of its products. Please be aware that some of the products and services listed within this may not be suitable for all investors.

Information or opinions contained in this website do not constitute an offer to sell or a solicitation, or offer to buy, any securities or financial instruments. It does not form part of any contract for the sale or purchase of any investment. Should you seek to rely in any way upon any information or opinions contained within the website, you do so at your own risk.

Product availability

This website is intended for those who access it from within the United Kingdom. Because of this we cannot guarantee that the website, or the information thereon, complies with the local laws or regulations of, or is appropriate for use in, any other jurisdiction other than the United Kingdom. If you choose to access the website from a jurisdiction other than the United Kingdom you do so at your own risk and Neptune will not be liable for any breach of local law or regulation that you commit as a result of doing so.

If you are accessing the website outside the United Kingdom, your local legislation may not permit us to offer products for you in your own country.

None of our products are available to residents of the United States of America, residents within an area subject to its jurisdictions or United States Persons. This applies to United States Persons who are resident outside the United States. If an investor subsequently becomes incorporated in the United States or a United States Person, Neptune Investment Management reserves the right to request a transfer of the Shares, or to redeem or cancel the Shares 20 days after giving notice to the Shareholder.

Prior to investing

UK residents are required to see a Key Investor Information Document and Supplementary Information Document before investing in applicable funds and any offer is made solely by means and on the basis of the Key Investor Information Document, Prospectus and supplements. These documents can be downloaded from this site. Please make sure that you read these documents carefully.

Cookies

The Neptune website uses cookies and similar technologies. To read Neptune’s cookie policy click here.

In order to agree to these terms and conditions and continue through to the rest of the site, please select ‘Proceed’. If you reject these terms and conditions please exit the site.