May 2018
Fund Research
Aberforth Split Level Income Trust

A differentiated UK small cap income trust, heavily exposed to the domestic UK economy...

Strategy
Invesco Perpetual
Causing disruption: tobacco and the next generation

Mark Barnett explores the impact of next generation products on the tobacco industry...

Fund Research
BlackRock Income and Growth Investment Trust

A UK equity income trust that uses a total return investment philosophy, aiming to consistently grow the dividend as well as capital

Fund Research
Henderson Opportunities Trust

Henderson Opportunities Trust aims to outperform the FTSE All Share by investing across the market cap spectrum...

Strategy
Backing Blighty

We highlight trusts with a heavy focus on domestically focused UK equities...

Fund Research
Invesco Perpetual Select Trust plc: UK Equity Share Portfolio

Positioned for a rebound in valuations in companies exposed to the unloved UK domestic economy...

Privacy policy
Fund Research
JPMorgan Asian

A low cost trust with a yield of 4.1%, putting it on a competitive footing versus its income focused peers...

Fund Research
Pacific Horizon Investment Trust

A highly active portfolio of Asian equities selected for their long-term growth potential

Fund Research
JPMorgan Chinese

An actively managed exposure to China, including Hong Kong and Taiwan, with a portfolio tilted towards domestic Chinese consumption

Strategy
Blast off!

Many institutional investors are structurally underexposed to one of the fastest growing parts of the world even as China A-Shares join the global indices...

Fund Research
Fidelity China Special Situations

A diversified "all-cap" portfolio tilted to the secular growth in Chinese middle class consumption

Fund Research
BlackRock Frontiers Investment Trust

Long-term capital growth from investment in companies operating in frontier markets...

Fund Research
Standard Life Investments Property Income Trust

This cautiously positioned trust has generated one of the highest incomes in the sector in the last three years...

Fund Research
Gabelli Merger Plus+ Trust

A merger arbitrage strategy aiming to deliver returns which aren't correlated to equities and a prospective dividend of 5%...

Fund Research
JPMorgan Multi-Asset Trust

A multi-asset strategy which invests across a range of asset classes, sectors and geographies...

Fund Research
Augmentum Fintech

Augmentum Fintech targets private (unlisted) financial services technology companies which the managers believe have the potential to grow quickly...

Fund Research
ScotGems

ScotGems was launched June last year, aiming to deliver long-term capital growth, by investing into smaller capitalisation companies operating in emerging markets

Fund Research
Baillie Gifford US Growth Trust

The strategy employed for Baillie Gifford US Growth, which launched at the end of March 2018, revolves around the notion that long-term wealth...

Strategy
Bright young things

Recent IPOs suggest alternative income fund launches are giving way to more traditional equity funds…

April 2018
Fund Research
Allianz Technology Trust

Allianz Technology Trust (ATT) offers exposure to companies involved in 'innovative disruption' in sectors as wide ranging as automobiles, advertising, security, retail and web services

Fund Research
BlackRock North American Income Trust

A large cap portfolio, focused on high quality companies, positioned for an inflationary environment with significant exposure to banks

Fund Research
JPMorgan American

A North American equity fund which has outperformed the benchmark, which is notoriously hard to beat, over five, ten and 15 years...

Strategy
The $23.9 trillion dollar question*

Are US equities, which have hit record highs on 71 occasions in the last 12 months, overpriced or are they actually trading at a price worth paying?

Opinion
Why Asia now?

Invesco Asia Trust manager Ian Hargreaves thinks there is potential for a notable improvement in shareholder returns which is not reflected in current valuation multiples...

Fund Research
Martin Currie Global Portfolio Trust

A globally focused portfolio aiming to deliver long-term capital growth, in excess of the FTSE World Index, while offering a solid yield relative to the sector.

Fund Research
Jupiter US Smaller Companies Trust

The trust aims to achieve long-term capital growth for shareholders from a diversified portfolio primarily of quoted US smaller and medium-sized companies.

Opinion
Baillie Gifford US Growth Trust Plc: In search of exceptional growth companies

Baillie Gifford explains the exciting rationale behind its first new investment trust launch since 1985...

Fund Research
Menhaden Capital

A ‘family office’ style approach, aiming for steady returns and minimal capital erosion...

Strategy
When others are fearful...

We ask whether it is time to be greedy after the recent selloff in Asia equities...

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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.