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

Budget 26: Stamp Duty on shares to be swapped for Securities Transfer Tax

Budget 26: Stamp Duty on shares to be swapped for Securities Transfer Tax

By late 2027

Patrick Brusnahan
clock 28 October 2026 • 1 min read
Investment tax relief rises by smallest amount in four years amid recent Budget measures

Investment tax relief rises by smallest amount in four years amid recent Budget measures

Bowmore Financial Planning research

Jack Roach
clock 28 October 2026 • 2 min read
Defaqto to launch rating for newer funds and portfolios

Defaqto to launch rating for newer funds and portfolios

Combines Defaqto and RSMR expertise

Jen Frost
clock 27 October 2026 • 2 min read