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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…

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Contact us

Client services and dealing
To place a deal or request information

Tel: 0800 587 5051
Fax: 0870 889 0540

Literature requests
To request hard copies of our literature

Tel: 0800 587 5051

Lines are open on weekdays from 9am to 5pm UK time.

All 0800 numbers are free of charge to call from fixed line and mobile phones.

How to invest

Neptune funds can be invested in directly by filling out an application form, which can be downloaded on our Literature Library page.

Our funds are also available across a number of fund supermarkets and life company platforms.

Need advice

If you are an individual investor and unsure which of our funds, if any, are most suitable for your circumstances, you should contact an authorised financial adviser.

Use the following link to find a local Independent Financial Adviser

Updates

Our Investment Team undertakes all of their own primary research, starting with a global view. This approach recognises the importance of globalisation and helps us to identify companies that can benefit from changes in their industries that often transcend national borders.

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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.

UK Private Investor

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 you 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 you 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. Before you take any action that might affect you or your personal finances or business you should always consult a suitable qualified professional adviser to get appropriate financial advice.

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.

Literature

Essential literature on our fund range and useful investment guides.

Fund literature

Find our latest monthly factsheets, in addition to Key Investor Information Documents, Prospectuses and Application Forms.

Fund LiteratureFund LiteratureFund Literature

Fund literature

Investing with Neptune

Investing with Neptune brochure Download Investing with Neptune brochure Download

An introduction to our investment approach and fund range.

Investing for income

Investing for Income cartoon

Videos and guides to help your clients understand equity income.


Investing for income

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About us

We are an award-winning investment management company offering a range of funds suitable as long-term investments.

Company information

Neptune is an independent and privately owned investment management company, founded in 2002 by Robin Geffen.


Find out more about Neptune

Investment approach

We believe that in an increasingly globalised world, equities should be viewed at an industry or sector level, rather than taking a traditional regional approach.


Our approach to investing

Investment Team

We have a fully integrated team-based investment process which sees the investment team working together to analyse industry sectors globally.


Meet our Investment Team

Board of Directors

The Neptune Board of Directors carries a wealth of experience in financial services.


Read about our Directors

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Powering Investment Returns


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Introduction to funds


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