October 2020
November 2020
Discounts in focus | Event

Join the investment companies team at Kepler Trust Intelligence as we examine investment trusts trading on discounts that, in the view of our analysts, don’t reflect their true potential…

05 November 2020
Fund Research
Mid Wynd International

MWY is a core global equity offering, with both upside potential and downside protection…

Fund Research
BlackRock World Mining

BRWM offers a unique exposure to themes which look increasingly attractive, on a discount of 11%...

Strategy
Can the passives bull market continue forever?

We examine what the trend to passive investing means for active investment strategies…

News
Results analysis: BlackRock Greater Europe

Reporting results for the full year ending August 2020, BRGE has continued to perform strongly in the face of uncertain conditions…

Fund Research
NB Private Equity Partners

NBPE is unique in the LPE sector, which means its wide discount is attractive…

Fund Research
Henderson EuroTrust

HNE has outperformed in each of the three phases in markets this year, yet trades on a discount of 9.3%...

Fund Research
TR Property

TRY offers a yield of almost 4% backed over 100% by reserves…

Strategy
Spotlight on discounts

As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…

Features
A closer look at gold mining companies and ESG

In this article, we hear from James Goldstone - fund manager of Keystone Investment Trust and Invesco Perpetual Select Trust: UK Equity Share on assessing mining companies within an ESG framework...

Fund Research
JPMorgan Indian

JII is trading on an extremely wide discount relative to its history…

Fund Research
Polar Capital Technology

Investing in global tech, PCT targets global leaders at favourable points in their development cycle…

Fund Research
NextEnergy Solar Fund

NESF offers a high, well-covered dividend yet trades on a discount to peers…

Strategy
Nice guys finish first

ESG has moved from hippy pipe-dream to corporate mainstream, but what is it really and where do we see opportunities?

Fund Research
JPMorgan Global Core Real Assets

JARA has fully invested initial IPO proceeds which will generate a yield of c. 5%…

Fund Research
Miton UK MicroCap

MINI is the strongest performing UK Smaller companies trust in 2020…

Strategy
The real reason to invest in India...

India is struggling economically – could there be a value opportunity in the stock market?

Fund Research
AVI Japan Opportunity

AJOT invests in Japanese small caps, taking advantage of extremely low valuations and using shareholder activism...

News
Flash update: Oakley Capital Investments

Oakley Capital (OCI) trades on a 28% discount despite the majority of its portfolio companies showing resilience to COVID...

Fund Research
JPMorgan Asia Growth & Income

JAGI is the top-performing Asia income trust over five years…

Features
Emerging markets: beyond China

Investors’ focus has been directed towards China as its weight in global indices grows, however, this may see them miss out on the growth, income, and diversification opportunities elsewhere...

Features
Europe: the road to recovery

In Europe, the pandemic has paved the way for a brave new era of co-operation, says Stefan Gries, Co-Manager of the BlackRock Greater Europe Investment Trust plc...

Events
Alternatives for Income Investors

Slides and audio from our event focused on alternative routes to a reliable income…

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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.