Fund Profile
Perpetual Income & Growth 22 March 2018
Kepler Trust Intelligence provides research and information for professional and private investors. In order to ensure that we provide you with the right kind of content, and to ensure that the content we provide is compliant, you need to tell us what type of investor you are.
Read the full articleFund History
08 Aug 2019
Mark Barnett: Q&A
Invesco's Head of UK Equities Mark Barnett talks through his outlook for the UK economy...
05 Dec 2018
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...
16 Oct 2018
The Investment Trust Advantage
Our recent conference for discretionary fund managers saw some of the UK's leading fund managers discussing the outlook for the world's major regions and asset classes...
26 Jul 2018
Mark Barnett: Finding opportunity in financials...
Mark Barnett highlights the UK’s alternative finance market, which has caused disruption to the traditional forms of credit since the Great Financial Crisis...
13 Jun 2018
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...
23 May 2018
Causing disruption: tobacco and the next generation
Mark Barnett explores the impact of next generation products on the tobacco industry...
11 Apr 2018
Mark Barnett: A stock-pickers approach to managing the macro
Invesco Perpetual's Head of UK Equities gives his upbeat view on Brexit, discusses the trajectory of interest rates, and outlines the investment ideas he sees in this environment...
22 Mar 2018
The search for discounted yield
We scour the investment trust universe for trusts offering chunky yields on a discount...
22 Mar 2018
Fund Analysis
One of two very large equity income trusts managed by Mark Barnett, yielding 4% but trading on a discount close to double digits after a relatively weak run...
22 Nov 2017
A stock picker’s approach to managing the macro
Mark Barnett, Head of UK Equities at Invesco Perpetual, discusses the risks and opportunities facing the UK Equity market
24 May 2017
The tobacco sector: innovating for growth
After years of resilient dividends, the tobacco industry is changing to create new revenue streams...
24 May 2017
Champion funds for income investors
We unveil a sophisticated new rating system designed to pinpoint the UK's best equity income funds...
26 Apr 2017
Fund Analysis
26 Apr 2017
The greatest
We use technical analysis to identify some of the best stock picking fund managers in the world today...