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.

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Important information

Investment risks

The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. Forecasts and past performance are not a guide to future performance. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. These are Neptune’s views and as such this document is deemed to be impartial research. We do not undertake to advise you of any change to our views.

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