Value as a contrarian hedge

Rob Burnett, Investment Director & Head of European Equities, explains why it has been a difficult quarter for value investing but argues value can protect and profit investors in the coming investment regime.

Read his article here

Investment risks

This Fund may have a high volatility rating and past performance is not a guide to 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 securities and sectors are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Neptune funds are not tied to replicating a benchmark and holdings can therefore vary from those in the index quoted. For this reason the comparison index should be used for reference only. Please remember that forecasts are not a reliable indicator of future performance. The content of this document 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

Money-Cash-Coins-GBP-Pounds-UK-700x450.jpg

Pay for top pensions regulator and ombudsman staff revealed

The annual accounts of the Pensions Regulator and The Pensions Ombudsman have revealed salary levels for top staff. Outgoing TPR chief executive Lesley Titcomb’s salary was between £220,000 and £225,000 for 2017/18, with a bonus payment of between £15,000 and £20,000 on top of that. Both amounts were unchanged from 2016/17, and the chief executive’s […]

Cold-calling pension firm shut down

A pension company that invested in storage products with investors’ savings has been ordered into liquidation by the High Court. Kent-based Chartwell Trustee Pension Solutions was the sole trustee of the Pinnacle Pension Scheme. Chartwell amassed in excess of £4.8m of members’ pension funds following an apparent cold-calling telesales operation. Members were told to expect 8 […]

Equity release a growing market for solicitors – Pru

Research from Prudential conducted among UK private client solicitors shows a growing need for advisory work in equity release. Twenty nine per cent of solicitors believe demand for legal guidance in the area of equity release will increase in the next five years and over the last two years, one in four (26 per cent) […]

Europe outlook: Greek gridlock and Italian banks

By Rob Burnett, Investment Director, Head of European Equities As investors await a resolution of Greece’s repayment difficulties, we anticipate a period of consolidation in the European market over the next few weeks. Our base case is that the Greek government and the European Central Bank (ECB) will come to a solution, particularly given the […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment