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Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments we believe
Wealth 50 funds are superior alternatives.
View funds on the Wealth 50 »
The investment objective of the Neptune Balanced Fund is to provide a combination of capital growth and income by investing in a mixture of companies' shares and bonds (issued by companies and/or governments), money market instruments and cash deposits, selected at the manager's discretion. The Fund aims to achieve top quartile performance in the IA Mixed Investments 40-85% Shares sector peer group.