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Neptune continues to make waves

Neptune Investment Management, founded by Robin Geffen in 2002, has produced outstanding results across the board.

As a group it has a better performance over one year than any other and is second among all the groups over three years. Its global and international funds have been outstanding with its global equity growth and US, Japanese and European funds all being at or near the top of their sectors over one, two and three years.

This is an extraordinary record compared with any other fund management group. I asked Robin Geffen which of his funds might perform best over the next year. He recommended the Neptune global equity fund which is up 75 per cent over three years. He chose this because the fund gives him maximum flexibility as there are only a few good value shares at any one time in any of the world’s stock markets. His out-performance has been driven by focused stock-picking and intelligent global sector allocation. The fund is overweight in the oil and energy sectors as well as natural resources, which have contributed to the overall returns. His stock-picking in Europe has also been outstanding.

In the future he sees companies supplying energy needs outside the oil and gas industries as being a good way forward. These include coal mining shares and builders of nuclear power stations. I believe that for growth investors who wish to spread their funds throughout different geographical areas, this portfolio will again prove to be among the top-performing unit trusts over the next year or two.


Which? attacks ABI basic advice regime

Consumer group Which? has criticised the ABI’s guidance on basic advice for fail-ing to alert consumers to their reduced regulatory protection under the basic advice regime. The ABI’s guidance is des-igned to improve consumer knowledge and confidence in the basic advice. It outlines what this is and what is expec-ted of financial advisers who offer […]

An enviable position

Alison Turner Holmes – Protection marketing manager, SkandiaSkandia pledges its support to the campaign. We use only fully FSA-regulated brokers to promote and recommend the quality critical-illness and life policies we provide. Fully regulated brokers are in an enviable position to give advice on a client’s whole financial position rather than isolating a particular need. […]

Our campaign to protect consumers gathers force

Which? and Aifa are throwing their support behind Money Marketing’s No Advice, No Protection campaign, asking for consumers to be better informed when buying protection on an execution-only basis. Both bodies believe a simple table of bullet points is needed to outline the fact that execution-only consumers relinquish some protection from the Financial Ombudsman Service. […]

F&C reemerges on IFAs’ radar

A series of high-profile departures sent F&C spinning out of IFAs’ orbit but Matt Davis says fund launches and the arrival of a new UK team have stoked up interest


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