Strategy

Simply the best

We reveal the next step in the evolution of our model portfolios...
Last update 30 January 2019

Today, we are announcing the next step in the evolution of our model portfolios. Broadening them out into three shortlists, we have identified our preferred trusts for achieving three different investment outcomes: capital growth, income and growth, and high income. In terms of our selection, we have been agnostic as to the current state of the cycle or market environment. We haven’t tried to pick trusts which we think will do well in the short term, but which should outperform their indices over the long run and generate good absolute and relative returns.

We have, though, implemented a traffic light system designed to show where we view the best opportunities within the three spaces. A green light is intended to highlight either attractive discounts, strategies which we think are well suited to the markets in the next six months or trusts where corporate actions or other catalysts are creating opportunities. Green lights reflect where we would be increasing our allocations and red where we might be reducing. However, strategies we lose confidence in over the long run will not be “red-lighted”, but removed from the lists entirely.

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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.