Neptune has replaced Jeremy Smith as manager of the £53m UK Equity fund following a period of underperformance.
Neptune's Robin Geffen is maintaining a cautious stance within his £1.07bn Global Equity fund, fearing the "sustainability and breadth" of the recovery in the OECD economies.
Neptune has added a new high conviction UK equity fund for analyst Nicola Muirhead.
Robin Geffen, the leader of the revolt against Prudential's $35.5bn bid for AIA, has labelled the insurer's bosses "petty-minded" after claming he is being frozen out of talks with management following the collapse of the deal.
Neptune Income fund manager Robin Geffen has been adding to unloved utilities and healthcare stocks in recent months as he expects continued dividend growth in the £939m portfolio.
A number of the UK's most respected fund managers have called for the removal of Prudential CEO Tidjane Thiam.
Robin Geffen, the architect of Pru's AIA downfall, believes the botched deal could be a defining moment in the fight for investor justice.
Prudential nemesis Robin Geffen says it is "inconceivable" the insurer can push on with its plan to acquire AIA after failing to lower the price of the deal.