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Neptune European Opportunities

Ranked 12 out of 13 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Rob Burnett

Rob Burnett is an investment director and head of European equities at Neptune Asset Management. He joined Neptune in June 2002, and in May 2005 became fund manager of the Neptune European Opportunities fund. In addition, he undertakes global research on the financials sector. Burnett graduated from Oxford University with a degree in politics, philosophy and economics.

Objective

The investment objective of Neptune European Opportunities Fund is to generate capital growth by investing predominantly in a concentrated portfolio of securities selected from European markets, excluding the UK, with a view to attaining top quartile performance within the appropriate peer group. Other eligible asset classes are collective investment schemes, other transferable securities, cash or near cash, deposits and money market instruments.

Showing fund performance in Jersey View performance globally

Performance

Europe Excluding UK over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.4% -2.6%
2017 20.5% 6.6% 5.2% 5.6% 1.7%
2016 27.8% -8.6% -2.6% 17.7% 21.9%
2015 8.2% 13.7% -2.2% -6.3% 3.9%
2014 -9.2% 10.0% -6.4% -6.0% -6.1%
2013 22.4% 4.3% 1.4% 9.1% 6.1%
2012 11.3% 4.6% -9.6% 12.1% 5.1%
2011 -11.5% 4.5% 1.1% -16.6% 0.4%
2010 7.9% 4.1% -7.6% 7.7% 4.2%
2009 22.3% -11.8% 16.2% 23.9% -3.7%
2008 -21.5% -7.0% 4.9% -15.9% -4.3%
2007 14.7% 9.7% 2.5% -1.6% 3.7%
2006 35.9% 23.2% -5.9% 3.8% 12.9%
2005 39.5% 3.1% 9.4% 16.8% 6.0%
2004 32.1% 3.7% 1.7% 9.4% 14.5%
2003 27.2% -5.2% 17.1% 5.5% 8.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Guernsey
  5. Jersey
  6. Luxembourg
  7. Netherlands
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date29/11/2002
  • Share Class size47Mn
  • Base currencyGBP
  • ISIN GB0032308594

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment5.00%

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