NEPTUNE RUSSIA & GREATER RUSSIA

 Click to buy this fund, or see below for more about the fund.

NEPTUNE RUSSIA & GREATER RUSSIA
INTIAL CHARGE DISCOUNT REDUCED INITIAL CHARGE
5.0% 4.5% 0.5%

OUR VIEW:

The performance has been outstanding since launch, though, of course, it should have been as the Russian Stock Market and economy have boomed.  There remains much long term potential in Russia, and valuations are not expensive, largely due to perceived political risk.  Buy if you can see beyond the latter. Neptune have built a strong track record with such focussed single country funds.


RISK AND YOUR PORTFOLIO:

Undoubtedly higher risk, not just because of the single country focus, but also due to the political risks, with many negative historical precedents (some relatively recent).  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. Don't overlook the more comfortable proposition of monthly investment (in which case contact us for the paperwork, as this can't be done online). 


ABOUT THE FUND:

To generate capital growth from investment predominantly in Russian and Greater Russian securities or securities issued by companies transacting a significant proportion of their business in Russia and Greater Russia. 


FUND FACTS:
LAUNCHED FUND SIZE ANNUAL CHARGE FUND MANAGER
31/12/04 £202.9 million 1.75% Robin Geffen

FUND PERFORMANCE: To 31st December
0-12m 12-24m 24-36m 36-48m 48-60m
-6.21% +34.61% +56.74% +66.26% - - -



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