Rebecca Young – Neptune US Income

Neptune US Income 110713
Three-year performance to 10 July 2013 (Source: FE Analytics)

“Neptune has a history of promoting young managers through the ranks quite quickly. Sometimes it works, sometimes not, but it is certainly a good policy that brings fresh talent into the industry. One Neptune manager we believe has great potential is Rebecca Young who works with Felix Wintle on the US team and manages Neptune US Income Fund. She targets a sustainable yield of 3.5 per cent and has put together a concentrated portfolio of stocks she believes will significantly grow their dividends over the long term. A balanced portfolio is maintained through investing in three silos: recovery, structural growth and tactical plays, with 15 stocks in each silo. It is still early days, and the US is a tough sector in which to outperform, but we believe the fund looks interesting.”

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