Neptune passes £4bn landmark

Award-winning fund management boutique Neptune Investment Management ('Neptune') has passed the £4 billion assets under management (‘AUM’) landmark, with month-on-month net inflows continuing through 2009 to date, extending this unbroken record to over four years.

Building on its strong UK retail brand, Neptune has begun to diversify its client base overseas whilst also growing its institutional offering. The launch this year of euro and dollar share classes on key funds has helped drive asset growth amongst a broader market; total assets via European investors, both retail and institutional, represent over £650m with a further £100m invested via global life companies.

Strong and consistent performance across the funds has also played a large role in attracting further assets, with 18 of the 25 Neptune funds holding a top quartile position since their respective inception dates.

Commenting on passing the £4bn landmark, Richard Green, Deputy Managing Director said:
"Since we were founded in 2002 we have focused hard on continually developing our client offering. We now have nine funds with over £50m in assets, managed by five Neptune fund managers, reinforcing the depth and breadth of our business and product range."
"Consistent month-on-month growth of AUM for over four years is an achievement to celebrate, but we are already working hard to build on this success and hope to be able to announce further growth, whilst maintaining the strong long-term investment performance track record."

"We thank our clients for their support and our staff for their commitment, all of whom have made it possible for Neptune to pass the £4bn milestone."

The strong performance has been driven by Neptune’s belief that a truly active approach to investment offers the best opportunity for superior returns. Analysing the world of equities by global industry sector rather than on the more traditional regional, index-driven approach, enabled Neptune to foresee the imminent collapse of the financials sector and, as a consequence, zero weighted OECD-based banks across all portfolios back in August 2007.