June 2021
Strategy
A better class of travel*

Sharing many features of a traditional family office, investment trusts offer a sophisticated, cost effective solution for managing family wealth...

Fund Research
HICL Infrastructure

Covered dividend target this year means HICL looks less expensive than peers…

Fund Research
Mid Wynd International

MWY's approach to sustainability adds significant robustness to process…

Fund Research
BlackRock Frontiers

BRFI still looks cheap despite good gains in the recovery…

Fund Research
Henderson Smaller Companies

HSL has an extensive track record of outperformance...

Fund Research
BlackRock Greater Europe

BRGE offers investors an unconstrained approach to European equities and has generated sector-leading performance…

Strategy
Green is good!

2021 will see billions dedicated to sustainable initiatives, which brings with it a host of possible investment opportunities...

Fund Research
Henderson European Focus Trust

HEFT offers investors flexible exposure to Europe, with a current tilt toward value supporting the potential for returns…

REPLAY
Slides and Audio: Masterclass in Private Equity investing

Watch the replay of our roundtable teach-in led by William Heathcoat Amory, head of research at Kepler Trust Intelligence...

09 June 2021
Fund Research
Witan

A solid period of outperformance means WTAN is back in business...

Event
Cool Britannia?

Join the team at Kepler Trust Intelligence and six leading UK fund managers as we examine the prospects for UK equities with COVID in retreat and Brexit uncertainty finally behind us…

July 2021
Cool Britannia

We examine the prospects for a rebound in UK equities as COVID-19 retreats and the world begins to look beyond Brexit...

01 July 2021
Strategy
Fortune favours the brave (sometimes)

Our research suggests wide discounts often herald high NAV returns too…

Fund Research
Greencoat UK Wind

UKW’s size and robust model means we think it deserves to trade at a premium to peers…

Fund Research
Aberforth Split Level Income

ASIT’s portfolio remains highly geared to an UK economic recovery...

May 2021
Features
Charging the green revolution

The rapid rise of electric cars means companies such as Tesla and NIO need batteries. Lots of them. Tom Slater, joint manager of Scottish Mortgage Investment Trust, talks to Peter Carlsson, chief e...

News
Results analysis: Barings Emerging EMEA Opportunities

Reporting results for the six months ending 31 March 2021, BEMO outlined the early success of the broadened investment strategy…

28 May 2021
News
Results analysis: Henderson European Focus Trust

HEFT is positioned for the next leg of Europe’s pandemic recovery, having outperformed its benchmark over the last six months…

27 May 2021
Fund Research
Alliance Trust

ATST offers investors access to Willis Towers Watson’s exclusive multi-manager portfolio, which has generated strong returns over the last 12 months…

Head to Head
Stand and deliver

Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…

Fund Research
NB Private Equity Partners

NBPE’s wide discount appears unwarranted...

Fund Research
Aberforth Smaller Companies

Despite a strong rally, ASL’s portfolio retains significant upside to fair value...

Fund Research
JPMorgan Emerging Markets

JMG has delivered exceptional long-term returns with a patient, high conviction approach…

News
Results analysis: JPMorgan Asia Growth & Income

JAGI has outperformed its benchmark on a share price and NAV basis over the six months to 31 March 2021, despite a rocky market environment…

24 May 2021
June 2021
Kepler Masterclass: Investing in Private Equity

Everything you wanted to know but were too afraid to ask...

08 June 2021
Features
Europe’s digital ambitions

European companies have quietly built up some of the world’s largest digital platforms for ecommerce. The next stage will be anything but quiet say Stephen Paice and Moritz Sitte, joint managers of...

Fund Research
F&C Investment Trust

FCIT is celebrating its 50th year of consecutive dividend growth…

Fund Research
JPMorgan Smaller Companies

JMI has a strong long-term track record of outperformance...

Fund Research
International Biotechnology

IBT has had a change of management - but no change of strategy…

Strategy
The complexity premium

We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...

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