December 2018
Strategy
Efficiency is everything

With fee structures under increasing scrutiny, we analyse which trusts limit their costs without sacrificing standards...

Fund Research
F&C Investment Trust

The world’s oldest investment trust is on course for its 48th consecutive year of dividend increases having paid a dividend every year since launch...

Fund Research
Monks Investment Trust

Diversification is a key attribute of the portfolio, with the managers focusing on the type of growth they anticipate each company delivering...

Fund Research
Aberdeen New India

The trust has outperformed the market handsomely over the past five years thanks to strong stock selection...

Features
Brexit: Why we see an opportunity in smaller companies

The team behind Invesco Perpetual UK Smaller Companies Investment Trust believe the current shenanigans could work out well for investors who are prepared to hold their nerve...

News & Events
Flash update - Majedie Investments: final results

A brief review of Majedie investments 30 September final results, announced 5 December 2018...

Strategy
Surf's up

As rough markets drive share price volatility up, we use a proprietary statistical technique to highlight trusts which have rarely looked cheaper...

Invesco
The long term opportunity in domestic value

Invesco's Ciaran Mallon thinks the referendum has created a clear opportunity for UK investors...

Fund Research
Impax Environmental Markets

Long term thinking...

Fund Research
JPMorgan Asian

Recent performance has been impressive, with the trust outperforming in rising and falling markets...

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

James Goldstone aims to identify undervalued companies and take advantage of the under-pricing...

Fund Research
Aberdeen Japan

Aberdeen Japan aims to generate long-term capital growth from a concentrated portfolio of Japanese stocks...

November 2018
Fund Research
Securities Trust of Scotland

A broadly diversified global equity income offering with an above average yield of 3.8%, on a very wide discount relative to its peers...

Fund Research
UK Commercial Property REIT

UKCM aims for an attractive income with the potential for income and capital growth from commercial property investments.

Strategy
Every cloud...

The endless grinding negativity of Brexit has driven investors away from Europe in scores, leaving rich pickings for opportunistic buyers...

Fund Research
Aberforth Split Level Income Trust

A UK focused portfolio with a highly differentiated small cap value bias and a disciplined and experienced management team…

Fund Research
JPMorgan European Smaller Companies

The trust has delivered impressive results over the 20 years that manager Francesco Conte has been at the helm...

Fund Research
Henderson EuroTrust

Having had the longest-tenured manager in the sector, a new manager is taking the reins and making some subtle changes to the portfolio.

Fund Research
Fidelity European Values

Fidelity European Values aims for long-term capital growth via a portfolio of European equities, managed with a conservative stockpicking approach...

Fund Research
Residential Secure Income

Residential Secure Income (ReSI) aims to generate an RPI-linked 5% dividend yield from the social housing sector...

Fund Research
BlackRock World Mining Trust

Celebrating its 25th anniversary this year, the team has demonstrated a strong track-record and is now one of the most experienced specialist teams globally

Features
Baillie Gifford
Extreme returns

James Anderson, joint manager of Scottish Mortgage Investment Trust, talks about the implications of Hendrik Bessembinder's extraordinary research...

Fund Research
BlackRock Frontiers Investment Trust

BlackRock Frontiers is the leading fund for investors seeking exposure to the high development potential in frontier markets...

Strategy
Future shock

How the commercial property sector is coping with widespread disruption caused by the rise of the internet...

Features
BlackRock
Appetite for disruption

How new technology is driving dividends...

Fund Research
Ediston Property Investment Company

Ediston Property Investment Company invests in commercial property with a strong emphasis on asset management...

Fund Research
Standard Life Investments Property Income Trust

Standard Life Investments Property Income aims to generate an attractive, reliable income through investments in UK commercial property...

Features
Aberdeen Standard Investments
Seeing through the fog

Asset allocators continue to look favourably to UK real estate for one specific reason above all others: - that it has continued to produce a healthy and reliable income return...

Strategy
The Great British Buffett

New research claims to have identified the secret of Warren Buffett's success; we apply similar principles to find the UK's answer to The Sage of Omaha...

Fund Research
Caledonia

An AIC dividend hero, Caledonia boasts consistent, dependable dividend growth from a portfolio of four distinct pools...

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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.