Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
In our previous note, ‘Every which way but loose’, we aimed to break down trusts within the Flexible Investment trust sector into four subcategories which we believe help identify the unique strategies within the myriad of mandates within the sector. Here we follow up with a performance review of the past two years by isolating two 12-month June to June periods to understand which flexible investment strategies have come out on top and those that may have come short of investors’ expectations.
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