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Choose Neptune for a Russian risk injection

If you're looking for a contrarian play with potential for gains in the long-term, Neptune Russia & Greater Russia Fund could be a good option.
April 9, 2014

With tension in the Ukraine still bubbling most investors wouldn't touch Russia with a barge pole. It's a market haunted by instability and the country is in the thick of a crisis. But a number of contrarian investors now see it as an opportunity to make some serious cash. Neptune Russia & Greater Russia Fund (GB00B04H0T52) has underperformed its benchmark index, MSCI Russia Large Cap over one, three and five years but this is one reason why Ben Yearsley, head of investment research at Charles Stanley, is so keen to invest.

IC TIP: Buy at 248.40p
Tip style
Growth
Risk rating
High
Timescale
Long Term
Bull points
  • Experienced manager
  • Cheap valuations in Russia
  • Less focused on energy than benchmark
Bear points
  • Poor past performance
  • Political risk

IC TIP RATING

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