Neptune Global Income: Is Japan the best dividend market in the world?

By George Boyd-Bowman, Fund Manager at Neptune

The Neptune Global Income Fund seeks exposure to the very best – and often overlooked – income opportunities from across the world. Unconstrained by benchmarks, the fund currently has 24 per cent invested in Japan, differentiating the high conviction portfolio from many of its peers.

Watch Neptune Fund Manager George Boyd-Bowman discuss Japan’s renewed focus on shareholder returns and how he is exploiting this opportunity in the actively managed Neptune Global Income Fund.

In the video George discusses:

  • Abe’s explicit focus on shareholder returns and why this is leading to opportunities for global income investors
  • Why his 24 per cent Japan weighting is focused on both multinationals and domestically-orientated stocks
  • Valuations and a rising rate environment, which have led to a focus on growth-orientated companies with an income bias rather than bond proxy stocks

Important Information – for investment professionals only. Not for retail clients.

Investment risks

Neptune funds may have a high historic volatility rating and past performance is not a guide for future performance. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and your clients may not get back the original amount invested. References to specific sectors and securities are for illustration purposes only and should not be taken as a solicitation to buy or sell these sectors or securities. Please remember that forecasts are not a reliable indicator of future performance. The content of this video is formed from Neptune’s views as at the date of issue. We do not undertake to advise you as to any change of our views. Neptune does not give investment advice and only provides information on Neptune products. Please refer to the Prospectus for further details.

Recommended

McKenna-Ian-MM-2014-700.jpg
3

Ian McKenna: Embrace technology to boost auto-enrol advice

While most in the individual advice market are still trying to get to grips with what digital advice means for them, it appears many corporate firms have made a clear decision to embrace it. Automatic enrolment extending to small and micro businesses represents an excellent opportunity for all firms to incubate their digital advice propositions. […]

FCA logo glass 620x430
1

FCA proposes removal of ‘ineffective’ comms rules

The FCA is consulting on the removal of a number of “ineffective” communication requirements from its handbook. In June the regulator published a discussion paper on consumer communications, in which it announced an intention to consult on removing a number of requirements. The FCA is proposing removing a requirement for insurance companies to produce a […]

Hector-Sants-speaking-in-2012.jpg
2

Should Govt back Hector Sants’ plan to strip FCA of fining powers?

Proposals from former FSA chief executive Hector Sants to strip the power to set fines away from the regulator have been given a cool reception by the industry. Sants made the suggestion as part of a report commissioned by the British Bankers Association last week. Now working for consultancy Oliver Wyman, he argued the Government […]

Five reasons for optimism in India

By Kunal Desai, Head of Indian Equities at Neptune Investment Management Following the MSCI India Index’s 26.4 per cent return in 2014, stemming from a 7.3 per cent rise in GDP, investors have recently become increasingly concerned about India’s future growth potential. What has happened to India’s reform agenda and are there any signs of […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com