New fund added to Heroes List
05 Mar 2010
TQ Invest’s Investment Committee has announced the inclusion of Neptune’s US Opportunities Fund on the Hero Funds list.
Nigel Walker, Head of Research, gave the Committee's reasons for including the fund on the list:
"The current manager has been in charge for the majority of the time since this fund was launched in December 2002. Under his management a high conviction approach is taken, resulting in a fairly concentrated portfolio generally being held, typically holding between 40-60 stocks. As a result of the concentrated approach, most holdings are in the region of 2%-5%. The more active approach does mean that this is a higher risk US fund, however this is potentially a good fund to gain access to US stocks, although unusually there is the facility for exposure to Canada too."
Find out more information or invest online in the Neptune US Opportunities Fund. Alternatively, call the TQ Invest Team on 0800 294 7221.
Past performance is not a reliable guide for future returns. The value of your investment and any income from them can fall as well as rise and you may get back less than you invested.
