Out-of-Favour UK Creating Investment Opportunities

How do you manage a UK income fund when you’re bearish on the UK? Robin Geffen, founder of Neptune Investment Management reveals his strategy

David Brenchley 16 May, 2018 | 3:08PM

Bank of England

The UK equity market continues to split opinion. Retail investors are voting with their feet and dumping funds that invest in home-listed firms in their droves. Some £19 billion has been withdrawn from funds in the Investment Association’s UK equity-related sectors over the past 30 months.

Brexit negotiations are hanging over the economy, creating uncertainty and nervousness among investors. But, while retail investors can choose to ditch the UK, it’s a little more difficult when you manage a fund which is mandated to invest in the country.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Apple Inc388.23 USD0.00
BAE Systems PLC468.40 GBP0.00
CME Group Inc Class A165.56 USD0.00
GlaxoSmithKline PLC1,604.00 GBP0.00
Microsoft Corp208.35 USD0.00
Neptune Income C Acc GBP1.55 GBP-0.37
Neptune UK Mid Cap C Acc GBP1.18 GBP-1.86

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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