Neptune Income Fund

This fund wouldn’t necessarily have come onto our radar. Like many large cap UK Income Funds over five years it has done no more than track the index. However, since 2014 the fund has gradually started to outperform; doubling the return against the index. This is important for the fund as this is their flagship offering, and run by the founder of Neptune. Interestingly the fund has outperformed the CF Woodford Equity Income Fund since its launch, and over the same period significantly outperformed the Invesco UK Equity Income Fund which Woodford previously managed.

The question is really why would you choose this fund over Woodford or any other larger cap UK Income Fund. Robin Geffen explained that he follows a simple strategy of ‘three baskets’, made up from steady-eddies, hidden fruits and tactical plays. There is no individual conviction but Robin picks 33 stocks and equally weights each with an average holding of 3%.

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Fund Facts Morningstar

Notes

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