Hitting the mark: low volatility & outperformance in the UK

By Joshua Ausden, Head of Client Investment Strategy at Neptune

FE Alpha Manager Mark Martin and Assistant Manager Holly Cassell explain how they have delivered sector-topping returns with a low level of volatility in the UK Mid Cap Fund. Since inception in December 2008, the £616m fund has returned 299%, outperforming the FTSE 250 Index by more than 70% and ranking fifth out of 215 competitors in the IA UK All Companies sector.* Mark also runs the multi-cap UK Opportunities Fund, which is managed with the same focus on minimising volatility while maximising returns across the economic cycle.

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*Source: Neptune & Lipper, as at 05.04.16. Accumulation share class performance, in pound sterling, with net income reinvested and no initial charges. The performance of other share classes may differ. Past performance is not a guide to future performance.


Important Information

Investment risks

This fund may have a high volatility rating and past performance is not a guide to future performance. 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 your clients may not get back the original amount invested. References to specific securities are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Neptune funds are not tied to replicating a benchmark and holdings can therefore vary from those in the index quoted. For this reason the comparison index should be used for reference only. A majority of the investments made by the fund may be in securities of small and medium-sized companies. Such securities may involve a higher degree of risk than would be the case for securities of larger companies. Please refer to the fund prospectuses for further details.