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Neptune Income
Markets
on Aug 30, 2012 at 00:01
Citywire Selection Verdict: Robin Geffen runs a concentrated portfolio of around 33 stocks. He is currently overweight in consumer staples in UK listed firms with an emerging market footprint. In addition he has the ability to invest up to 20% of the portfolio in non UK stocks enabling him to benefit directly from businesses with an emerging market focus. The fund has had some short term underperformance as his underweight in financials impacted on returns. The portfolio offers an attractive yield and has a strong long term performance track record.
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