View more on these topics

Neptune Investment Management – UK Higher Income Fund

Neptune Investment Management – UK Higher Income Fund

Type: Unit trust

Aim: Income and growth by investing mainly in UK equities and fixed-interest securities

Minimum Investment: Lump sum £1,000, monthly £50

Investment split: At least 20% in UK equities, at least 20% in UK fixed interest securities

Isa link: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%




Gartmore star Roger Guy to retire

Gartmore star manager Roger Guy is to retire from day-to-day fund management. The asset manager has also announced a strategic review, led by Goldman Sachs, which could see the firm being sold or merged. Gartmore’s share price had dropped 21 per cent by 10am this morning to 99.7p. Gartmore says it is to combine its […]

The local outlook

Cherry Reynard talks to four UK all companies fund managers about their preferred investments

Currensee opens Forex door to IFAs

Currensee, the social network for foreign exchange traders, has made the foreign exchange market available to IFAs and their clients through its trade leaders investment programme.

MAM sees tech and mining growth

MAM Funds is seeing growth opportunities in technology and mining stocks within its CF Miton global growth portfolio. Fund manager Sam Liddle is gaining exposure to smaller technology companies through the Herald investment trust and to medium and big companies through the Polar Capital global technology fund. Liddle says the Herald trust is more of […]

HMRC helping to remove artificial gains

An investment bond offers investors certain tax advantages, one of which is the ability to take partial surrenders from the investment. This facility allows the policyholder to withdraw amounts up to 5% of the amount invested each policy year on a tax deferred basis, without incurring any immediate tax liability. This tax deferred allowance can […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    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