Neptune launches RDR-ready Defensive Managed fund

clock

Neptune has launched a Defensive Managed fund as it becomes the latest fund group to unveil a lower risk offering.

The fund is managed by Neptune's Harriet Grieve, who has run the Neptune Cautious Managed fund since company founder Robin Geffen (pictured) handed over the reins in January 2011. Aiming to generate a combination of income and capital growth through conservative investment in a portfolio of bond and equities, the vehicle will sit in the IMA Mixed Investment 0-35% Shares sector. The sector requires eligible funds to hold a maximum of 35% in equities and a minimum of 45% in bonds or cash. "The launch of the fund is in response to the demand for lower risk rated funds ahead of RDR," ...

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 RDR

RDR ten years on: An advice industry changed for the better
RDR

RDR ten years on: An advice industry changed for the better

'The end of the advice industry as we know it'

Kevin Silvester
clock 08 February 2023 • 2 min read
RDR

Deja vu: Are we heading back to the future on commission?

Marty, fire up the DeLorean

Tim Sargisson
clock 13 January 2016 • 3 min read
RDR

Blog: How can we shrink the advice gap?

The advice gap has been a popular topic since the Retail Distribution Review, but hasn't this gap always existed?

clock 02 November 2015 •