July 2018
Fund Research
Bluefield Solar Income Fund

A diversified portfolio of large scale solar energy parks in the UK, with the objective of delivering a long term stable yield...

Fund Research
The Renewables Infrastructure Group

The Renewables Infrastructure Group (TRIG) seeks to provide investors with long-term, stable dividends whilst preserving the capital value of its investment portfolio...

Strategy
A new dawn

As the sun sets on fossil fuels, we examine the opportunities for investors in the burgeoning listed renewable infrastructure sector...

Fund Research
Majedie Investments

Majedie Investments aims to maximise total return whilst increasing dividends by more than the rate of inflation over the long term...

Fund Research
The Independent Investment Trust

A highly idiosyncratic trust, which has delivered strong returns over the long term...

Fund Research
Finsbury Growth & Income

A highly idiosyncratic UK growth trust with a very concentrated portfolio and a low turnover stock picking approach...

Fund Research
Strategic Equity Capital

A very concentrated UK small caps portfolio managed with a completely unconstrained approach...

Fund Research
Go big or go home

The overwhelming evidence is that fund managers who are willing to back their convictions with punchy bets are the ones that tend to outperform by the highest margin...

Fund Research
NB Global Floating Rate Income Fund

The trust is designed for investors seeking income in any environment, with a duration of close to zero and a yield likely to rise with interest rates

Fund Research
Alliance Trust plc

Alliance Trust has changed its spots dramatically, adopting an interesting portfolio management approach that uses 8 sub-managers, each tasked with managing a highly concentrated portfolio...

Video
Invesco Perpetual
Outlook for Asia: still positive?

Invesco's Ian Hargreaves gives his take on the trade war and more...

June 2018
Fund Research
Mercantile Investment Trust

The Mercantile Investment Trust is a large and liquid UK mid-cap focused investment trust...

Strategy
A winning combination

New research from Cass Business school helps explain why closed-ended funds have outperformed their open-ended peers in the major equity sectors since 2000...

Fund Research
Standard Life UK Smaller Companies

A quality growth small-cap trust with a long-term track record of outperformance through a buy and hold approach...

Strategy
Pretty little things

Many smaller companies managers have been shifting into micro caps in 2018, should investors be following suit?

Fund Research
Invesco Perpetual UK Smaller Companies Trust

A UK smaller companies fund which aims to achieve above average returns through the cycle with lower volatility...

Fund Research
Aberforth Smaller Companies

Aberforth Smaller Companies is the only UK smaller companies trust with an unambiguous value approach...

Fund Research
Invesco Perpetual Select: Global Equity Income

A solid track record, a yield of 3.2%, and year on year dividend growth since launch...

Fund Research
Still waters run deep

UK equity income trusts trade at a discount to their global-equity-income-focused counterparts, yet our research suggests this could be unjustified...

Fund Research
Lowland Investment Trust

An idiosyncratic stockpicking fund managed by industry veteran James Henderson with an 'all-cap' approach...

Fund Research
Standard Life Equity Income

A highly-differentiated UK trust which, thanks to the manager’s unconstrained approach, generates the majority of its income away from the most popularly-held stocks in the sector...

Fund Research
JPMorgan Claverhouse

JPMorgan Claverhouse invests in income-generating UK companies with a focus on those that provide consistent and growing dividends...

Opinion
Baillie Gifford
James Anderson: The US, the UK and company creation

Baillie Gifford's James Anderson thinks the UK falls a long way short of the standards being set on the US west coast...

Video
Invesco Perpetual
Unearthing opportunities in smaller companies

Jonathan Brown and Robin West, UK Equities Fund Managers, explain how they identify prospects in the small cap market and how they have applied it to their portfolios.

Opinion
Invesco Perpetual
Mark Barnett: Business as usual?

Invesco Perpetual’s head of UK equities Mark Barnett examines the sectors where he is finding opportunities...

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Close 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.