Neptune | Invest in Depth

Scotch whisky is just one example of a British industry that is experiencing a surge in overseas demand for UK heritage brands. A number of well-known UK companies, beyond just luxury goods producers, are tapping into the growth in appetite in China and other emerging markets for the best of British brands.

At Neptune we have positioned our Neptune Income Fund to benefit from this trend, as the London stockmarket offers a wealth of truly international companies. To gain exposure to global growth themes like emerging market consumption, the Fund focuses on strong, well-managed companies that pay out cash to investors as dividends. Fund Manager Robin Geffen constructs a portfolio of typically thirty-three equally weighted stocks, all of which must contribute to the Fund’s income.

Watch the video to learn more about the Fund and hear where we are currently looking to find the best investment opportunities.

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 you may not get back the original amount invested. References to specific securities are all for illustration purposes only and should not be taken as a recommendation to buy or sell these securities. This fund may invest more than 35% in government and public securities in a number of jurisdictions. These and other risks are described in the Prospectus/Key Investor Information Document which should be read carefully prior to investing and can be obtained by calling 0800 587 5051 or downloaded from www.neptunefunds.com.

The material within this webpage is for information purposes only and does not constitute investment advice or a recommendation to buy or sell investments. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. These are Neptune’s views and as such this information is deemed to be impartial research. We do not undertake to advise you as to any change of our views. All information is given in good faith but without any warranty. Should you seek to rely in any way whatsoever upon any content contained in this website, you do so at your own risk.

Before you make any decision to take any action that might affect you or your personal finances or business you should always consult a suitable qualified professional adviser to get appropriate advice.

This website is intended for those who access it from within the United Kingdom. If you are accessing the website outside the United Kingdom, your local legislation may not permit us to offer products for you in your own country. If you choose to access the website from a jurisdiction other than the United Kingdom you do so at your own risk and Neptune will not be liable for any breach of local law or regulation that you commit as a result of doing so. None of our products are available to residents of the United States of America, residents within an area subject to its jurisdictions or United States Persons.

Please note that our website uses cookies. To find out more about our use of cookies please click here to view our Privacy Policy.

Whilst in many developed countries the middle classes are finding that their disposable incomes are under pressure from rising taxes and the cost of living, in China we are seeing a very different picture emerging. It’s not simply that the average Chinese person has more money to spend than before; it’s how they are spending that money which is creating some very exciting opportunities for businesses in China and investors alike.

At Neptune, we believe that domestic companies are perfectly placed to take advantage of this rise in consumer spending and not only translate it into capital growth, but in many cases grow dividends too. These cash rich businesses that blend long-term growth and income are exactly the type of companies we look to hold in our Greater China Income Fund. Click on the video to hear more.

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 you may not get back the original amount invested. Investments in emerging markets are higher risk and potentially more volatile than those in established markets. These funds may invest more than 35% in government and public securities in a number of jurisdictions. These and other risks are described in the Prospectus/Key Investor Information Document which should be read carefully prior to investing and can be obtained by calling 0800 578 5051 or downloaded from www.neptunefunds.com.

The material within this webpage is for information purposes only and does not constitute investment advice or a recommendation to buy or sell investments. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. We do not undertake to advise you as to any change of our views. All information is given in good faith but without any warranty. Should you seek to rely in any way whatsoever upon any content contained in this website, you do so at your own risk.

Before you make any decision to take any action that might affect you or your personal finances or business you should always consult a suitable qualified professional adviser to get appropriate advice.

This website is intended for those who access it from within the United Kingdom. The information contained in this website does not act as an offer to sell or an invitation to buy or sell any investments. If you are accessing the website outside the United Kingdom, your local legislation may not permit us to offer products for you in your own country. If you choose to access the website from a jurisdiction other than the United Kingdom you do so at your own risk and Neptune will not be liable for any breach of local law or regulation that you commit as a result of doing so. None of our products are available to residents of the United States of America, residents within an area subject to its jurisdictions or United States Persons.

Please note that our website uses cookies. To find out more about our use of cookies please click here to view our Privacy Policy.

New ideas continue to flourish, despite the prospects for some of the world’s largest economies seeming gloomy. These ideas are translating into exciting investment opportunities, particularly in the emerging markets.

At Neptune our fund managers are always looking to invest in companies that give access to new ideas and emerging trends. We believe our approach to finding these companies, with the potential to drive investment returns over the long term, is what sets us apart. Our in-house research starts by analysing the macro picture across different global industries, to identify new themes and opportunities. We then apply thorough analysis to individual companies wherever they happen to be based in the world, so long as they operate in the industries or sub-sectors we favour. We’re continually looking to tap into those businesses that we believe are going to benefit from opportunities we’ve identified.

To find out how this approach is helping us find new investment opportunities, click on the video above.

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 you may not get back the original amount invested. Investments in emerging markets are higher risk and potentially more volatile than those in established markets.

The material within this webpage is for information purposes only and does not constitute investment advice or a recommendation to buy or sell investments. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. We do not undertake to advise you as to any change of our views. All information is given in good faith but without any warranty. Should you seek to rely in any way whatsoever upon any content contained in this website, you do so at your own risk.

Before you make any decision to take any action that might affect you or your personal finances or business you should always consult a suitable qualified professional adviser to get appropriate advice.

This website is intended for those who access it from within the United Kingdom. The information contained in this website does not act as an offer to sell or an invitation to buy or sell any investments. If you are accessing the website outside the United Kingdom, your local legislation may not permit us to offer products for you in your own country. If you choose to access the website from a jurisdiction other than the United Kingdom you do so at your own risk and Neptune will not be liable for any breach of local law or regulation that you commit as a result of doing so. None of our products are available to residents of the United States of America, residents within an area subject to its jurisdictions or United States Persons.

Please note that our website uses cookies. To find out more about our use of cookies please click here to view our Privacy Policy.