Neptune's Martin: How I am navigating a potential Brexit

Reduced exposure to London property market

Mark Martin, head of UK equities and manager of the £648m Neptune UK Mid Cap fund, discusses the changes he has made to his portfolio in the face of a potential Brexit and weakening sterling.

We do not anticipate the UK will leave the EU, but Brexit remains a clear possibility of which investors in the UK stockmarket need to be mindful. Protecting holders of the Neptune UK Mid Cap fund from downside risk has been a big priority over the past seven years, and that continues to be the case. I have made some minor adjustments to the fund's positioning as a result to help hedge against the potential volatility that could arise in the coming months. Should investors fear a Brexit from the EU? Concerns have reignited in the market over the impact of Brexit on the UK. This ha...