Material produced by Kepler Trust Intelligence should be considered as factual information only and not an indication as to the desirability or appropriateness of investing in the security discussed.
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The core of the shortlist is a series of equity trusts with high alpha-generating potential. By considering the information ratio of the trust’s NAV performance, we have aimed to identify those that have managed to add the greatest value for the extra risk they have taken relative to their benchmark - in other words, those which best exemplify the benefits of active management. We have then used our qualitative analysis and quantitative analysis of the market environment to judge whether we expect outperformance in the future.
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