NEPTUNE LATIN AMERICA

Although the most recently launched Latin American fund, it has the attractions of 70% in Brazil, a small amount in Mexico and the balance in cash looking for cheap buying opportunities as global volatility persists.  Neptune have launched a number of very successful focussed and single country funds in recent years, and we are confident that this can be another winner.

Undoubtedly higher risk, the more so with such a large emphasis on a single country, but with considerable potential.  It should not represent more than 5% of your portfolio, and even then be part of a more diversified exposure to emerging markets in your portfolio. 

To generate capital growth from investment predominantly in Latin American securities, or in the securities issued by companies transacting a significant proportion of their business in Latin America. 

Ewan Thompson & Felix Wintle