January 2022
News
Flash update: Oakley Capital Investments

OCI reports very strong NAV growth, up 21% (or 95p per share) since 30 June…

27 January 2022
Head to head
Fight or flight...

Two of our analysts debate the impact that war in Ukraine could have on investors' portfolios...

Fund Research
Murray International

MYI offers investors one of the highest yields in its sector, coupled with a unique approach to income investing and a historically wide discount…

Fund Research
NB Private Equity Partners

NBPE has had an exceptional 2021, but prospects remain bright...

Strategy
Apples and pears

We examine the relationship between the demand for open- and closed-ended funds, and ask whether investor behaviour can be predicted...

Fund Research
Momentum Multi-Asset Value Trust

A ready-made multi-asset portfolio with an attractive yield and a contrarian, value style…

Fund Research
Baillie Gifford European Growth

BGEU offers investors an attractive option for European growth investing, combining listed and unlisted opportunities…

Fund Research
BH Macro

BHMG’s hefty 8% premium reflects its unique qualities…

News
Results analysis: BlackRock Income & Growth

BRIG’s managers are seeing a faster recovery in dividends than they expected…

17 January 2022
Features
Keystone Positive Change Investment Trust: Investing for Positive Change

In this webinar recording, Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses impact investing and shares her enthusiasm for exploring areas and companies where pro...

Fund Research
Invesco Select: Balanced Risk Allocation

IVPB aims to offer equity-like returns, but with fewer nerve-wracking moments...

Fund Research
Law Debenture

A UK equity income portfolio that is greater than the sum of its parts…

Strategy
Bargain hunt

We survey the discount opportunities in the market and update on the performance of our Discounted Opportunities Portfolio…

Fund Research
Diverse Income Trust

A genuinely multi-cap approach to UK equity income investing provides a differentiated source of income and a focus on dividend growth…

Strategy
Kepler’s top-rated trusts for 2022

We unveil the winners of our ratings for 2022 in the Growth, Income & Growth and Alternative Income categories…

Fund Research
Mid Wynd International

MWY may be an opportunity for more cautious investors to gain exposure to global equity markets…

December 2021
Fund Research
Smithson

SSON's concentrated small-cap portfolio has combined strong diversification potential with historic outperformance...

Fund Research
Miton UK MicroCap

Specialising in the very smallest UK listed companies, MINI can provide a differentiated source of growth…

Strategy
Great expectations

As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the y...

Fund Research
BlackRock Greater Europe

BRGE continues to rank as the best performing European trust, with the team remaining unphased by near-term market risks…

Fund Research
BlackRock Income & Growth

BRIG’s long term dividend attractions remain undiminished…

Strategy
No humbug

Our analysts look back at a year of predictions, theories and ideas, and highlight those they think could matter most…

Fund Research
Baillie Gifford Japan

BGFD remains relentlessly focussed on long-term growth opportunities…

Fund Research
Alliance Trust

ATST offers investors a ‘core’ equity exposure, utilising seldom-found managers and having recently upgraded its dividend…

Fund Research
JPMorgan Indian

JII offers access to the long-term growth story in India on a significant discount…

Fund Research
HICL Infrastructure

Cash covered dividend and link to inflation underlines HICL’s appeal…

Fund Research
Ruffer Investment Company

RICA’s strong performance during the pandemic and in the market recovery has highlighted its credentials as an all-weather strategy…

News
Results analysis: Jupiter Green

JGC has experienced some short-term NAV volatility, but the long-term attractions remain…

17 December 2021
Features
Baillie Gifford Japan Trust - Manager Insights

Lead manager of The Baillie Gifford Japan Trust, Matthew Brett, talks about the past year, the current positioning of the portfolio and the opportunities ahead...

Strategy
Dividends in the time of corona

Investment trusts have proven their worth during the pandemic, delivering dividend growth despite the turmoil…

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