Equities
Neptune adds to Max Alpha fund range
Ellie Duncan, 13 December 2011
Neptune Investment Management has announced it is expanding its Max Alpha fund range with the launch of the China Max Alpha Fund.
The new fund, to be soft-launched on 15 December this year, will be joint-managed by Robin Geffen (pictured), Douglas Turnbull and Adam Kelly.
The objective is to generate capital growth from a concentrated portfolio of between 20 to 30 holdings in Chinese companies, or those companies that have a significant proportion of their business in the country.
The group confirmed that each member of the fund’s management team will contribute their top eight to ten Chinese stockpicks to construct a 'high conviction' portfolio.
Richard Green, deputy managing director of Neptune, said its Alpha Max fund range already offers investors access to the Global, European, North American and Japanese markets.
‘These funds are distinguished by more concentrated stock holdings and multi-cap portfolios,’ he added.
Chief executive Geffen set up Neptune in May 2002, having worked at Orbitex Investments and Scottish Equitable previously.
Turnbull, who joined Neptune in January 2007, is lead manager of the Greater China Income Fund and manages Neptune’s China Fund alongside Geffen.
He is assisted on both those funds by Kelly, who started at Neptune in December 2008.
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