June 2020
Fund Research
CC Japan Income & Growth

With the highest yield in its sector, CCJI aims to take advantage of long-term shifts in the way Japanese companies are managed...

Fund Research
Scottish Mortgage

SMT has achieved returns of over 20% a year for a decade, and the managers believe the growth potential is still huge…

Fund Research
Hipgnosis Songs

SONG owns and manages songwriter royalties, aiming to deliver a high income and capital growth...

Fund Research
Menhaden

MHN’s portfolio has become significantly more liquid and is trading on a sector-wide discount...

Opinion
Selling the family silver

Is there something fishy about a trust paying dividends from capital?

Fund Research
Baring Emerging Europe

BEE’s portfolio’s cheap valuations and strong fundamentals make it a potential recovery play...

People
Ciaran Mallon

An Invesco veteran, Ciaran runs assets of around £10bn including Invesco Income Growth Trust...

Fund Research
Baillie Gifford European Growth

BGEU has seen a turnaround in performance under its new managers…

Market insight
Thrown out with the bath water?

IPU’s de-rating has been savage...

AIC Webinars
Investment Trusts Explained: CPD from the AIC

A series of four CPD ready webinars, each lasting 45 minutes, seeking to highlight the key advantages of the closed-end structure...

Strategy
Gimme shelter

As income investors brace for impact we ask which regions and trusts are less likely to cut their dividends in 2020…

Fund Research
BlackRock Throgmorton Trust

One of the most reliable trusts in the UK smaller-companies sector, THRG uses both a long and a short book to generate alpha, regardless of the wider market conditions…

People
Jonathan Brown & Robin West

This stockpicking duo have managed the Invesco UK Smaller Companies trust as a team since 2014...

Fund Research
BB Healthcare

BBH has a differentiated approach to a secular-growth theme...

Market insight
Factor performance and the COVID-19 effect

Will value continue to move into the black, or fade to red?

Features
Investment Trust outlook

As the scale of the Covid-19 pandemic unfolds, James Goldstone explains his investment approach, what it means for markets, the companies he owns in his investment trusts, and how they are position...

Strategy
Pick your poison

We try to identify the best compromises between yield, value and security in the property sectors…

Fund Research
BMO Real Estate Investments

BREI trades on one of the widest discounts in its sector despite strong performance and a defensive bias…

Fund Research
US Solar Fund

USFP invests and operates solar power projects in North America...

Market insight
Fortune favours the brave

Better yields and discounts are on offer in the emerging markets…

Fund Research
Tetragon Financial Group

Exceptionally wide discount means TFG could be a compelling opportunity for some investors...

News & Events
Deep impact

Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...

Features
A different approach to Japan

Schroder Japan Growth offers a solid yield and a crisp focus on valuation which differentiates it from its peers...

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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.