Striking the right balance
Aiming for outperformance
in bull and bear markets
The Neptune Balanced Fund has outperformed its peers
during bull and bear markets and is the top performing fund
in its sector since launch nearly ten years ago. Moreover, it
is well placed to weather the turbulence of current market
conditions; the Fund has the fl exibility to adopt aggressive
or defensive strategies relative to the different stages of the
economic cycle.
The portfolio’s careful management of risk and reward makes
it especially suitable for pension products such as SIPPs.
Remember that clients who have contracted out of SERPS can
now transfer their protected rights funds to SIPPs too!
In addition, the Fund makes an ideal vehicle for investors
looking to rebalance and consolidate old PEP and ISA holdings
under the new rules.
For a fund that strikes the right balance, contact the Neptune
team by calling 020 3008 8030 or email our sales director,
Patrick Berton, directly at patrick.berton@neptune-im.co.uk.
For security purposes, calls may be recorded and monitored.
0800 587 5051
Neptune Balanced Fund
% Annual returns
to 31 August
Sector Average
Neptune Balanced Fund
Position in sector
Source: Lipper Hindsight, Balanced Managed sector, bid to bid, net income reinvested.
*Cumulative performance since launch 31/12/98 to 31/08/08
2008
-5.3
-0.3
15/139
2007
8.7
14.0
6/122
2006
11.9
15.2
12/115
2005
20.5
25.8
7/101
2004
6.4
13.0
4/92
Since
launch*
56.4
285.0
1/54
Make space for our performance
This advertisement is for Professional and Eligible Counterparties only and should not be relied upon by Retail Clients. The value of an investment and the income from it can fall as well as rise as a result
of market and currency fl uctuations and you may not get back the amount originally invested. These are the analyst’s personal recommendations and as such this document is deemed to be impartial research. Issued
by Neptune Investment Management Limited, 1 Hammersmith Grove, London W6 0NB. Authorised and regulated by the Financial Services Authority.
www.neptune-im.co.uk
Make space for our performance
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