Industry commentators are as split as the polls
Stock has tripled year-to-date
Equities sold off aggressively during 2003 SARS outbreak
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.
Neptune's Felix Wintle has positioned the £400m US Opportunities fund to play the housing recovery theme as he predicts the sector is 10% undervalued when you consider the huge pent up demand about to hit housing starts.
Felix Wintle, the manager of the £673m Neptune US Opportunities fund, has blamed a tough first quarter this year for his fund's lacklustre performance over the last 12 months.
Neptune's head of US equities Felix Wintle has doubled the financials exposure in his £667m US Opportunities fund and is preparing to take his long-term underweight to the sector to neutral.