January 2020
Fund Research
Dunedin Income Growth IT

Seeking to grow income, and with substantial revenue reserves, DIG invests primarily in UK companies...

Fund Research
Alliance Trust

ATST offers exposure to some of the world’s best fund managers via a low cost manager of managers approach…

Fund Research
Henderson Diversified Income

HDIV offers a compromise between high yield and security…

Strategy
Drifting apart: how emerging markets have become less correlated

We examine how correlations between different emerging markets have evolved, and whether single country strategies could diversify returns going forward....

Fund Research
BMO Global Smaller Companies

BGSC is a long-term favourite in the smaller companies universe that has recently slipped to a discount…

Features
Primed for success

With £90m in cash, undrawn loan facilities and a well-constructed portfolio of resilient income-producing properties, Schroder Real Estate Investment Trust is in a strong position for 2020…

Strategy
Full house

The KTI team’s ‘top picks’ for 2019 have delivered strong results…

Fund Research
JPMorgan European Smaller Companies

Offering a unique approach to identifying opportunities, JESC is currently trading at an unusually wide discount…

Fund Research
Troy Income & Growth

Seeking to identify and invest in a portfolio of high quality companies, TIGT seeks to generate sustainable dividends and income and capital growth...

Strategy
Crystal Balls

Drunk on our success in choosing funds to perform well in 2019, the team at Kepler Trust Intelligence is back at the table with a glint in its eye…

December 2019
Fund Research
BlackRock North American Income Trust

Since a management change in 2014, BRNA has been one of the great turnaround stories...

Fund Research
BlackRock Frontiers Investment Trust

BRFI offers a strikingly high yield from undervalued regions with strong growth potential…

Fund Research
BlackRock Smaller Companies Trust

BRSC is well positioned for uncertain conditions with strong diversification across sectors and geographies…

Features
Fashion retailers - the impact of online shopping

The idea that online shopping is destroying bricks-and-mortar retail stores is a popular one and it’s an easy charge to make. But, in this podcast investment manager Milena Mileva argues that it’s ...

Strategy
The chase is on for small caps

Kepler's Pascal Dowling highlights some of the most interesting research we've published this year...

Features
Insuring Asia

The extraordinary expansion of Asia’s middle class is turbocharging demand for products that provide a sense of security. Charles Plowden, manager of Monks Investment Trust, tells Colin Donald why ...

Strategy
The squeeze continues: how trust costs keep falling

As pressure on costs remains, we reveal which trusts have achieved the most significant reductions in 2019….

Fund Research
Pacific Assets Trust

PAC's conservative approach and focus on sustainability has protected it in falling markets...

Features
Continental blend - the case for European companies

In December 2019, we became the portfolio managers of what was The European Investment Trust plc, following a decision by the board to appoint Baillie Gifford. In addition to renaming the trust as ...

Fund Research
BlackRock Greater Europe

BRGE offers a concentrated portfolio of high-quality companies located across Europe…

Features
Baillie Gifford European Growth

Baillie Gifford are now managers of the re-named Baillie Gifford European Growth Trust plc. In this film, co-managers Stephen Paice and Moritz Sitte outline why they have repositioned the portfolio...

Fund Research
AVI Global Trust

Focusing on accessing a diverse array of opportunities globally, AGT seeks companies with high-quality assets exhibiting growth and trading at a discount to fair value...

Fund Research
International Biotechnology Trust

A highly experienced management team and a flexible portfolio of quoted and unquoted biotechnology stocks, with a yield target of 4% of NAV...

Fund Research
Henderson EuroTrust

The new manager is now outperforming, meaning HNE’s current discount is an interesting proposition…

Features
Japan's cutting edge

The qualities that give the best companies their advantage are not always obvious. Praveen Kumar, manager of the Baillie Gifford Shin Nippon investment trust and deputy manager of the Baillie Giff...

Strategy
Regime change: how manager changes impact performance

Does a change in manager result in improved trust performance?

Fund Research
BlackRock Income and Growth Investment Trust

BRIG aims to provide investors with a rising dividend, as well as capital growth over the long term...

Fund Research
BlackRock Latin America

BRLA has raised its gearing in anticipation of a Brazilian market rally...

Fund Research
Aberforth Split Level Income Trust

ASIT is a small-cap value trust, with a yield of 5%...

Fund Research
JPMorgan American

JAM offers a reinvigorated core US equity exposure, which should help to provide protection against any future rotation between value and growth…

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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.