Neptune US Oportunities - Under Review

FUND RESEARCH UPDATE: Morningstar Analyst Rating moved to Under Review

Fatima Khizou 27 May, 2016 | 4:19PM
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Following the announcement that Felix Wintle has left the firm as a result of Neptune's decision to revamp its US equities range, we have placed the Neptune US Opportunities fund Under Review. The fund previously held a Morningstar Analyst Rating™ of Bronze. James Hackam who joined Neptune in 2012 and currently runs the US Equity Income fund has been appointed lead manager on this fund and head of US equities concomitantly. The CompoundEdge philosophy (a proprietary quality composite score screening tool) he helped develop will now be used across all the range including this fund. We will be meeting with the new management team to discuss the new approach in further detail.

See the latest Morningstar fund rating news here.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Liontrust US Opportunities A Acc GBP9.25 GBP-0.24Rating

About Author

Fatima Khizou  is an Investment Research Analyst for Morningstar

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