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The MM Podcast: How to cash in on foreign funds post-Brexit

The Neptune India fund has seen inflows of over £90m since the start of the year, and a lot of these came from investors looking for foreign funds in the wake of the EU referendum, says fund manager Kunal Desai.

Desai, the head of Indian equities at Neptune Asset Management, explains to investment reporter Valentina Romeo how the Indian economy is enjoying structural growth with a closer look at the sharp turnaround in companies’ earnings.

Kunal’s £120m fund is a concentrated portfolio of 30 to 50 stocks with a turnover of 10 per cent. The fund manager says despite the fund being mostly mid-cap biased, the companies he looks at are set to become blue-chip firms in the next ten years.

The fund has returned 30.5 per cent over one year period, compared to the 8.9 per cent of the IA Specialist sector, according to Morningstar.


The MM Podcast: Has smart beta finally hit the mainstream?

In 2016 more than €6bn has been added to smart beta strategies. But have advisers embraced the trend or are smart beta products still in their infancy? Elsewhere, other investment strategies this year had a lot to do with inflation protection, following significant monetary policy intervention from central banks around the world. Investment reporter Valentina […]

The MM Podcast: Advice review, annuity merger and exit fees

In the latest Money Marketing podcast, head of news Tom Selby and Hargreaves Lansdown head of pensions research Tom McPhail discuss the ramifications of the Government’s advice review. The joint Treasury/FCA review, announced earlier this month, is expected to generate plans to better establish a broad-based financial advice market, create a clearer regulatory environment, and […]


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