Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Quadruple fund launch sees Geffen take on new income mandate

Quadruple fund launch sees Geffen take on new income mandate

Neptune Investment Management has launched four funds, with the firm’s chief executive Robin Geffen (pictured) at the helm of a new monthly income product.

The Neptune Monthly Income fund aims to generate monthly income and capital growth, from a portfolio mainly invested in UK equities, with some overseas exposure.

The fund joins the firm’s existing income products, including the Neptune Quarterly Income and Neptune Income funds and a range of regional income portfolios.

The firm's latest tranche of launches also includes the Russian Special Situations fund, to be run by William Rice. The fund aims to generate growth above its benchmark, the MSCI Russia 10-40 index, by investing predominantly in small and mid-cap stocks.

The product expands Neptune’s existing Russian fund line-up, including the Neptune Russia and Greater Russia funds. 

The new Neptune Frontier Emerging Markets fund has been unveiled for manager Ewan Thompson, the firm’s investment director and head of emerging markets.

The fund gives investors access to emerging markets at an earlier stage of growth, investing in areas including Africa, Southeast Asia and Latin America.

Benchmarked against the MSCI Frontier Markets index, the fund aims to generate capital growth with the potential of income, by investing predominantly in frontier market securities.

The new range is completed with the launch of the Global Income fund, which targets a rising income as well as potential capital growth, managed by George Boyd-Bowman.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Your Business: Cover Star Club

Profile: Kevin Doran's formula for success at AJ Bell

Profile: Kevin Doran's formula for success at AJ Bell

From a degree in theoretical physics to teaching and becoming one of the youngest chief investment officers in the UK, Kevin Doran has certainly had an interesting career.

Wealth Manager on Twitter