Fund Profile

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Gearing
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Continue to Performance
2022 Kepler Growth Rated Fund

This trust has been awarded a rating by Kepler Trust Intelligence for growth... Find out more

Fund History

18 May 2022 Riding out the storm
We look at trusts with tightly governed discounts which may appeal to investors in volatile markets…
14 Apr 2022 Scottish American Investment Company – A year in review and looking ahead
In this update, co-manager James Dow gives an update on the trust, portfolio activity and outlook, including an insight into SAINTS evolving approach to ESG...
05 Jan 2022 Kepler’s top-rated trusts for 2022
We unveil the winners of our ratings for 2022 in the Growth, Income & Growth and Alternative Income categories…
06 Aug 2020 Recipe for disaster?
In this article, we assess whether the recent shift to concentrated portfolios has been beneficial or detrimental during corrections…
05 Jun 2020 Deep impact
Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
13 May 2020 Braving the new world
Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...
27 Mar 2020 Fund Analysis
With a strong track record for capital appreciation and income, the past five years haven’t seen any better opportunities to enter SAINTS…
05 Dec 2019 Seeking an income that stays on track for years to come
29 Mar 2019 The resilient ones
Fund manager Toby Ross tells Colin Donald about the search for companies built for bad times as well as good...
06 Feb 2019 Income for the long haul
With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
01 Feb 2019 Fund Analysis
The trust's shift to an 'income growth' focus continues to pay dividends and performance versus peers has been strong...
25 Jul 2018 The Bulletproof Income Portfolio
Our Bulletproof Income Portfolio was set up to illustrate the benefits of investment trusts in providing a stable income...
27 Jun 2018 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...
17 Apr 2018 Fund Analysis
A shift in focus from income to income growth has proved beneficial for this diversified global trust...
09 Jan 2018 The Income Diversifiers Conference
CPD certificate, speaker presentations and slides...
05 Jun 2017 Saintly growth and dividend dependability?
The team at Scottish American Investment Company explain their approach to identifying reliable dividend payers...
08 Aug 2016 New fund research for August
We identify four investment trusts which stand our for different reasons and examine them in detail...
08 Aug 2016 Fund Analysis
26 Jan 2016 Fund Analysis
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