Neptune's Geffen leaps to top of Sanlam Income Study White List

'Higher turnover than usual' in latest rankings

clock • 3 min read

Robin Geffen's Neptune Income fund has surged to the top of the latest Sanlam Income Study, jumping 25 places, while a trio of Columbia Threadneedle Investments' funds saw sharp downward moves.

Half of the largest funds in Sanlam's White List, which calculates the best-performing largest funds in the UK Equity Income sector over a five-year period, were replaced, which Sanlam UK said was much higher turnover than usual. However, its Black List of the worst performers was more stable. Geffen's fund produced a return of 5.6% in the year to 30 June 2019 - a period when many of its peers struggled - to lift it from the Grey List to top of the charts. This comes following the announcement that Liontrust has acquired Neptune for £40m with Geffen and the Income fund moving acros...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FCA launches consultation on private stock market

FCA launches consultation on private stock market

Move follows Mansion House commitment

Linus Uhlig
clock 17 December 2024 • 3 min read
Partner Insight: Is FOMO overruling investment basics?

Partner Insight: Is FOMO overruling investment basics?

In 2020 we introduced our bubbles chart showing how concentrated investors were in a particular theme. Four years on we look at what, if anything, has changed, and what it means for investors going forward.

Orbis Investments
clock 16 December 2024 • 3 min read
Special situations: How to spot a good management team

Special situations: How to spot a good management team

'We prefer management teams that are considered rather than overly promotional'

Henry Flockhart and Andy Gray
clock 10 December 2024 • 5 min read