Strategy

The Growth Portfolio

Our ten investment trust picks for long-term capital growth...
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Last update 30 January 2019
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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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Edinburgh Worldwide Investment Trust 26 September 2017 A highly-active global portfolio with a focus on immature ‘problem-solving’ companies... Henderson Opportunities Trust 13 February 2019 The trust is trading on a 16% discount, making it one of the cheapest UK equity trusts... RIT Capital Partners 19 April 2018 A highly diversified portfolio of public and private investments, offering access to a full range of asset classes and many soft-closed or otherwise inaccessible managers Finsbury Growth & Income 06 November 2018 A highly concentrated, high conviction and benchmark agnostic investment trust, run by Nick Train.... Invesco Perpetual UK Smaller Companies Trust 23 October 2018 A consistent and cautious approach has contributed to Invesco Perpetual UK Smaller Companies outperforming over the longer term... Jupiter European Opportunities 17 October 2018 Jupiter European Opportunities (JEO) has reigned supreme across the Europe for the past decade or so, in both consistency and extent of outperformance... Baillie Gifford Japan 05 September 2018 Baillie Gifford Japan is an ultra-low-turnover all-cap trust that buys quality growth Japanese companies... JPMorgan Emerging Markets 21 December 2018 The trust has been a consistent outperformer investing in volatile emerging markets... JPMorgan US Smaller Companies Investment Trust 12 September 2018 This trust has a highly-resourced management team, which has produced consistently strong alpha, outperforming the Russell 2000 index in each of the past five calendar years...

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Edinburgh Worldwide Investment Trust 26 September 2017 A highly-active global portfolio with a focus on immature ‘problem-solving’ companies... Henderson Opportunities Trust 13 February 2019 The trust is trading on a 16% discount, making it one of the cheapest UK equity trusts... RIT Capital Partners 19 April 2018 A highly diversified portfolio of public and private investments, offering access to a full range of asset classes and many soft-closed or otherwise inaccessible managers Finsbury Growth & Income 06 November 2018 A highly concentrated, high conviction and benchmark agnostic investment trust, run by Nick Train.... Invesco Perpetual UK Smaller Companies Trust 23 October 2018 A consistent and cautious approach has contributed to Invesco Perpetual UK Smaller Companies outperforming over the longer term... Jupiter European Opportunities 17 October 2018 Jupiter European Opportunities (JEO) has reigned supreme across the Europe for the past decade or so, in both consistency and extent of outperformance... Baillie Gifford Japan 05 September 2018 Baillie Gifford Japan is an ultra-low-turnover all-cap trust that buys quality growth Japanese companies... JPMorgan Emerging Markets 21 December 2018 The trust has been a consistent outperformer investing in volatile emerging markets... JPMorgan US Smaller Companies Investment Trust 12 September 2018 This trust has a highly-resourced management team, which has produced consistently strong alpha, outperforming the Russell 2000 index in each of the past five calendar years...

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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.