Felix Wintle | Fund manager factsheet | Neptune Investment Management

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FE Trustnet Fund managers

Manager factsheet

Felix Wintle
Neptune Investment Management
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.

Manager profile

Felix joined Neptune Investment Management in January 2004 and has over 10 years’ investment experience. He became Head of US Equities in 2006 and Investment Director in May 2008. Felix manages the Neptune US Opportunities Fund and the Neptune US Max Alpha Fund. After graduating from Durham University in 1997, Felix joined City Financial Asset Management Ltd in 1999 and became a Fund Manager in September 2003. Felix’s global sector focus at Neptune is healthcare.

FOLLOW ON FUNDSWIRE

Annualised total return over 9.4 years

+7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Felix Wintle	21.5	22.7	53.5	59.7	-
Peer Group Composite	18.0	23.1	39.8	46.0	-
Over / Under	3.5	-0.4	13.7	13.7	-

Total return for Felix Wintle

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Felix Wintle

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Felix Wintle	21.5	-4.6	5.9	44.2	-13.3	3.2	0.8	18.2	-	-
Peer Group Composite	18.0	-0.1	4.3	42.8	-20.4	2.1	2.3	5.8	-	-
Over / Under	3.5	-4.5	1.6	1.4	7.1	1.1	-1.5	12.4	-	-

Performance vs peer group composite: Felix Wintle

How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

6 years

out of a possible 8

Overall markets

Underperformed peer group composite

2 years

out of a possible 8

Rising markets

Outperformed peer group composite

5 years

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Neptune US Opportunities	Lead manager	UT North America	since Aug 01 2005 to present

Funds managed previously

Fund	Periods

Neptune US Max Alpha	since Dec 15 2008 to fund close
Neptune Latin America	since Dec 03 2007 to Dec 31 2011
City Financial Diversified Absolute Return	since Jan 01 2004 to Sep 13 2006
Neptune Global Income	since May 02 2006 to fund close

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