Neptune's Felix Wintle has described 2014 as a "frustrating" year for performance but has prospered again this year in part due to a zero weighting in "bond proxy" utilities.
Wintle's £385m US Opportunities portfolio underperformed peers last year, returning 16.4% for the year to 24 June, compared to the Investment Association North America sector average of 18.7%, FE Trustnet...
Long-term growth area
Round-up of diversity coverage
Top five holdings make up 45%
Central banks in tight position in case of downturn
Going against the grain