March 2018
Standard Life Investments
Property income: opportunities for growth during structural change

Standard Life Investments' Will Fulton thinks income will play an important role for property investors in 2018 as capital growth continues to wane...

Fund Research
Baring Emerging Europe

An unusual combination of high-alpha stockpicking, with a portfolio exhibiting strong growth credentials and decent dividend income

Fund Research
Perpetual Income & Growth IT

One of two very large equity income trusts managed by Mark Barnett, yielding 4% but trading on a discount close to double digits after a relatively weak run...

Fund Research
International Biotechnology Trust

A well-resourced biotechnology fund that has produced annualised returns of +18% under the current manager, offering a yield of 4%...

Fund Research
Aberdeen Asian Income

A solid income producing trust that offers a sturdy yield of 4.3% via a portfolio of high quality, cash generative companies, managed by a highly experienced team led by Hugh Young...

The search for discounted yield

We scour the investment trust universe for trusts offering chunky yields on a discount...

Fund Research
Greencoat UK Wind

Aims to provide investors with an annual dividend that increases in line with RPI inflation while preserving the real value of the NAV

Fund Research
BlackRock World Mining Trust

2017 represented a return to outperformance for the managers, as well as marking another very strong performance in absolute terms

Invesco Perpetual
Finding opportunities in High Yield

Many bond yields are too low to justify the risks involved but there are opportunities for those in the know...

Fund Research
Third Point Offshore

As "opportunistic multi-asset investors”, Daniel Loeb and Third Point are best known for their event driven, value-oriented approach

February 2018
Fund manager Q&A
A question of conviction

We meet Invesco Income Growth Trust manager Ciaran Mallon and find out why he is not afraid to ignore the crowds...

Downside protection
Gimme shelter

As the bear market for bonds and corresponding volatility in equities escalates we examine trusts that offer excellent capital protection..

Fund Research
Schroder Asian Total Return Investment Company

A unique trust in the Asia Pacific sphere, aiming for long-term growth with a derivative overlay which allows stockpicking to drive returns...

Fund Research
Ruffer Investment Company

A diversified multi-asset trust with a clear focus on absolute returns which has seen it perform well in previous crises...

Fund Research
Invesco Perpetual Select Trust: Balanced Risk Allocation Shares

Aiming to provide an attractive total return in differing economic environments with a low correlation to equities and bonds

Fund Research
Personal Assets Trust

A wealth preservation focused multi-asset fund with a strong track record in weak markets...

Fund Research
NB Global Floating Rate Income Fund

An interesting option for income focused investors in a rising interest-rate environment, paying an income which is tied to LIBOR/EURIBOR and potentially offering significant capital protection...

All hands on deck

Invesco's Scott Wolle says recent volatility underlines the need to ensure portfolios are ready for stormy weather...

Fund Research
NB Private Equity Partners

NB Private Equity Partners (NBPE) focuses on direct equity and debt investments in private equity-backed companies, with investments made alongside private equity sponsors.

Baillie Gifford
Regards from Shanghai

Baillie Gifford's James Anderson meets Alibaba founder Jack Ma and finds him in an ebullient mood...

Fund Research
Scottish Mortgage Investment Trust

The UK's largest investment trust, and a standout performer, with a very high conviction approach focused on some of the world's biggest growth stories...

Fund Research
Standard Life Private Equity Trust

Standard Life Private Equity (SLPE) represents a “pure” private equity fund of funds (with no co-investments) and is the only such trust with no performance fee.

Fund Research
ICG Enterprise Trust

ICG Enterprise aims to deliver better than equity market growth over the cycle, through investing in private unlisted companies.

Listed Private Equity
Once bitten, twice shy...

Fearful memories of 2008 mean discounts remain wide in the listed private equity sector, despite excellent returns from some of the trusts it contains...

Fund Research
BlackRock Commodities Income

A high conviction approach aiming for a high income from the global mining and energy sectors with a good track record of outperformance – particularly in flat or falling markets...


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Close Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.