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.
The fund groups with the best Twitter strategies
Lessons from Silicon Valley's tech companies
The FTSE 100 reached a 14-year high yesterday while the S&P 500 hit a new record level, lifted by M&A activity.
Facebook's share price fell as much as 5% in after-hours trading as the company announced a deal to buy chat application WhatsApp for some $19bn.
The S&P 500 saw its biggest gain in more than a month on Thursday, supported by technology stocks and strong GDP data.
Shares in Facebook have passed their previous high of $45, set on their first day of trading in May 2012.
US stock exchanges halted all trading in companies listed on the Nasdaq on Thursday after a "serious" technical issue stopped it from quoting share prices accurately.