New investment fund added to TQ Invest Heroes list

TQ Invest's Investment Committee has announced the inclusion of Neptune's US Opportunities Fund on the Hero Funds list.

Nigel Walker, Head of Research, gave the Committee's reasons for including the fund: "The current manager has been in charge for the majority of the time since this fund was launched in December 2002.  Under his management a high conviction approach is taken, resulting in a fairly concentrated portfolio generally being held, typically holding between 40-60 stocks.  As a result of the concentrated approach, most holdings are in the region of 2%-5%. The more active approach does mean that this is a higher risk US fund, however this is potentially a good fund to gain access to US stocks, although unusually there is the facility for exposure to Canada too."