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 Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

FundCalibre awards seven funds an 'Elite' rating

FundCalibre awards seven funds an 'Elite' rating

11 new ratings overall

clock 14 February 2024 • 4 min read
AXA IM unveils global short duration bond fund with decarbonisation objective

AXA IM unveils global short duration bond fund with decarbonisation objective

Seeded by Aon

Valeria Martinez
clock 14 February 2024 • 1 min read
Schroders Greencoat launches renewables and energy transition LTAF

Schroders Greencoat launches renewables and energy transition LTAF

Second LTAF from Schroders Capital

Cristian Angeloni
clock 07 February 2024 • 2 min read
Trustpilot