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Real World Investing

"At Neptune, we believe there are diverse sources of alpha to be found by long-term investors who correctly interpret change taking place in the real world and have the freedom to exploit it. We therefore see no need to resort to complex financial instruments or leverage to achieve our clients’ goals."

Robin Geffen, Founder and CEO

Neptune funds are run on the following three principles:

  1. "Fund Manager Freedom": unconstrained portfolios mean we go against the grain
  2. "Culture of Conviction": concentrated portfolios mean we back our best ideas
  3. "Team-Based Real World Research": we meet the companies we invest in and seek a deep understanding of industries and economies through our team-based global research

In implementing these principles, each of our funds has its own exact investment approach characterised by the company attributes and degree of exposure to top down sector and economic developments from which it seeks to profit. This is because we believe successful investing requires different approaches in different markets.

Process

As each of our funds has its own individual approach, much of our investment process takes place at the individual fund level – and we articulate it fund by fund.

However, we work together on three key elements of the process:

  • Global sector and macroeconomic research, which we produce and debate as a team
  • Company meetings and analysis, wherever cross-over interests arise
  • Internal portfolio risk analysis and peer review, led by our CIO

To find out more about our individual funds, please click here.

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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

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Literature

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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Our funds

Neptune has a wide range of funds to suit the needs of most investors, from global portfolios to more specialised regional funds.

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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