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Neptune Balanced Fund

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Neptune Approach

Our real world research focuses on questions where differences of interpretation by investors are large. We believe that strong outperformance can be achieved by correctly interpreting changes in the real world, from industry disruption through to individual company strategies.

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Fund performance

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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


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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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.

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Fund literature

Investing with Neptune

Investing with Neptune brochure Download Investing with Neptune brochure Download

An introduction to our investment approach and fund range.

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About us

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

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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Guide to income investing

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