James Goldstone manages a number of UK and pan-European equity mandates at Invesco’s Henley-on-Thames office, including Keystone Investment Trust and the UK Equity Share Portfolio of Invesco Perpet...
BRIG aims to provide investors with a rising dividend, as well as capital growth over the long term...
AEWU has maintained its high dividend during the pandemic so far, and yields an exceptional 11%...
Seeking to grow income, and with substantial revenue reserves, DIG invests primarily in UK companies...
An active approach is an effective means to minimise risks and maximise returns.
IHR offers long-term, inflation-linked income backed by a mix of public and private funding…
Invesco Income Growth (IVI) avoided some of its benchmark's losses and shareholders benefited from a closing discount...
An Invesco veteran, Ciaran runs assets of around £10bn including Invesco Income Growth Trust...
IPU’s de-rating has been savage...
One of the most reliable trusts in the UK smaller-companies sector, THRG uses both a long and a short book to generate alpha, regardless of the wider market conditions…
This stockpicking duo have managed the Invesco UK Smaller Companies trust as a team since 2014...
As the scale of the Covid-19 pandemic unfolds, James Goldstone explains his investment approach, what it means for markets, the companies he owns in his investment trusts, and how they are position...
We try to identify the best compromises between yield, value and security in the property sectors…
BREI trades on one of the widest discounts in its sector despite strong performance and a defensive bias…
Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
With its focus on defensive growth, ICGT’s current discount feels unwarranted...
Specialist private-equity trust, with a focussed high-growth portfolio...
ASL offers exciting return potential from its current extreme levels of valuation…
ASIT’s gearing allows it to offer a very high yield and strong rebound potential…
BRSC has one of the strongest track records in the UK Smaller Companies universe, consistently outperforming the benchmark in rising and falling markets…
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...
We look at the characteristics which have separated the winners from the losers among small-cap trusts in the current crisis, with some surprising results...
Now paying a quarterly dividend, KIT is a long-established trust with a valuation-focussed, bottom-up approach and a keen focus on governance...
BBOX invests in what might be the structural winners from the pandemic crisis…
DSM is a highly concentrated micro-cap trust, on a ‘double discount’ of 69%...
IPU has performed defensively during the selloff, and now trades on a small discount once again...
BGUK has shown the ability to outperform in both rising and falling markets…
Portfolio manager and senior credit analyst, Invesco
ASCI offers investors both capital appreciation and income from a portfolio of high-quality UK smaller companies…
