November 2020
Fund Research
JPMorgan Claverhouse

JCH has bounced back from COVID-19 losses, and yields 4.9%…

Fund Research
European Assets

EAT offers investors a high level of income from small- and mid-cap companies in Europe…

Fund Research
AVI Global

AVI Global has held up strongly throughout the uncertainty of 2020, outperforming the benchmark and taking advantage of depressed valuations…

News
Flash update: JPMorgan Global Core Real Assets

JPMorgan 'real asset' trust to issue C-Shares and declares evolution of investment policy…

Fund Research
F&C Investment Trust

FCIT offers a well-diversified global multi-strategy portfolio at an attractive discount…

Fund Research
Mercantile

MRC has the lowest OCF in the UK All Companies sector and a strong track record...

Fund Research
Invesco Perpetual UK Smaller Companies

On a material discount once again, IPU looks attractive for long term investors...

Fund Research
JPMorgan Global Growth & Income

JGGI offers a differentiated solution to global equity income investing…

Head to head
Hope springs eternal

The US election has given long-suffering value investors new hope of a 'great rotation' in their favour, but that light at the end of the tunnel could in fact be a train…

Fund Research
BH Global

BHGG continues to offer attractive diversification properties, particularly given elevated equity market valuations…

News
Results analysis: AVI Global

AVI Global has held up strongly throughout the uncertainty of 2020, outperforming the benchmark and taking advantage of depressed valuations…

Fund Research
BMO Global Smaller Companies

BGSC offers investors access to a diversified portfolio of global small caps on a discount…

Strategy
Now that's what I call a discount!

Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…

REPLAY
Slides and Audio: Miton Global Opportunities

View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...

REPLAY
Slides and Audio: Invesco Perpetual UK Smaller Companies

View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...

REPLAY
Slides and Audio: NB Private Equity Partners

View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...

REPLAY
Slides and Audio: JPMorgan European Smaller Companies

View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...

REPLAY
Slides and Audio: BlackRock Frontiers

View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...

REPLAY
Slides and Audio: Downing Strategic Micro-Cap

View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...

Features
Rebuilding after COVID-19: the role of the mining sector

We hear from Olivia Markham, Co-Manager, on how significant budgets from governments worldwide are allocating to infrastructure and a greener economy in the wake of COVID-19 and what this could mea...

Fund Research
Brunner

Trading at the widest discount in the AIC Global sector, BUT offers a balanced portfolio of global growth opportunities…

Fund Research
JPMorgan Emerging Markets

JMG has had another outstanding year despite the pandemic…

Fund Research
Gabelli Merger Plus+

GMP seeks to generate uncorrelated, absolute returns through investing in announced mergers on a global basis...

Fund Research
Jupiter Green

JGC is now focussing on mid & small caps, which we see as a positive for its prospects…

News
Interim Results: Scottish Mortgage

We look at the recently published results of SMT, diving into whether this extraordinary run can continue…

Fund Research
Aberdeen Standard Equity Income

ASEI targets above-average income and capital growth with an index-agnostic approach...

Strategy
The haves and have nots

With listed private equity trust discounts widening, are investors mistakenly assuming that underlying portfolios will perform worse than public market indices?...

Fund Research
JPMorgan Japanese

JFJ has outperformed post COVID-19 through its portfolio of Japanese growth stocks but remains at a discount….

Fund Research
Scottish Oriental Smaller Companies

SST outperformed strongly after the last global economic crisis in 2008 and is trading on a wide discount…

Events
Six alternatives to a weekend in Barnard Castle

As we settle in for a new lockdown, Kepler Trust Intelligence invites you to join us for a free series of webinars this Thursday, all of them fully COVID compliant, aiming to highlight discount opp...

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