October 2020
Events
Alternatives for Income Investors

Slides and audio from our event focused on alternative routes to a reliable income…
September 2020
Strategy
Time to switch horses?

We look at what returns are likely from equity markets in the coming decade and identify which alternatives could offer similar or greater returns for lower levels of risk…
August 2020
Fund Research
NB Global Monthly Income Fund

Board proposals would see NBLS transformed into a high-income, monthly dividend payer…
KTI Autumn conference
Alternatives for income investors

In a world where dividend are under unprecedented pressure, our income focused online event in September should provide serious food for thought…
Events
All change

We examine proposals for a monthly income and a far broader remit for NB Global Floating Rate Income fund…
March 2019
Strategy
Stairway to heaven

Our research shows that reinvesting the income generated by alternative assets could add a significant boost to long-term portfolio performance…
February 2019
Fund Research
NB Global Monthly Income Fund

Based on the Q3 dividend (and annualising it), the trust currently offers a prospective yield of 4.9%...
October 2018
Strategy
We can be heroes

Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...
July 2018
Fund Research
NB Global Monthly Income Fund

The trust is designed for investors seeking income in any environment, with a duration of close to zero and a yield likely to rise with interest rates
February 2018
Fund Research
NB Global Monthly Income Fund

An interesting option for income focused investors in a rising interest-rate environment, paying an income which is tied to LIBOR/EURIBOR and potentially offering significant capital protection...
November 2017
Fund research
NB Private Equity Partners

A unique approach to private equity that has delivered strong capital growth and income generation...

April 2017
Fund Research
NB Global Monthly Income Fund

Welcome to Kepler Trust Intelligence

Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority.
Please enter a valid email address
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid email address
{{item.msg}}
Please check your email. If an account exists you'll be sent instructions on how to reset your password.
Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority. To ensure that we are able to provide content which is appropriate for you, please tell us a little about yourself.
Please choose an option
{{item.msg}}
Please enter a company name
{{item.msg}}
Please enter a location name
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a platform
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a trust
{{item.msg}}
?
The information contained herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). The investment funds referred to herein have not been registered in the United States under the Investment Company Act of 1940 and units or shares of such funds are not registered in the United States under the Securities Act of 1933.
Please confirm
{{item.msg}}
Please select an option
{{item.msg}}
See benefits
A free Kepler Trust Intelligence account allows you to access premium content including the ‘Kepler View’ – our verdict on the trusts we cover – and historical research so you can see how our view has changed over time. An account also unlocks useful facilities like the ‘follow’ button which lets you keep track of the trusts you’re interested in and as a logged in user you can also download PDFs of our research, and choose the layout of the page you’re reading to suit your preference. We will not share your details unless you give us permission to do so, and we won’t bombard you with emails – we only send one a week.
Please select an option
{{item.msg}}
Please enter your first name
{{item.msg}}
Please enter your last name
{{item.msg}}
Please enter a valid email address
An account already exists with this email - have you forgotten your password?
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid password
{{item.msg}}
Already got an account?
How will this information be used? Your answers help us to tailor our content to relevant investment trusts, and to ensure that the asset allocation and portfolio strategy research we produce is appropriate to our userbase.
Our Website uses Cookies Cookies are small text files held on your computer. They allow us to give you the best browsing experience possible and mean we can understand how you use our site. Some cookies have already been set. You can delete and block cookies, but parts of our site won’t work without them. By using our website you accept our use of cookies. For further information please refer to the Kepler Privacy Notice.
Need help?

One more thing...

Did you know, you can 'follow' individual trusts on Kepler Trust Intelligence? Use the functions below to set up alerts and we'll send you research and updates on your chosen trusts.

Suggested trusts to follow

{{item.name}} x
Browse all funds
Need help?
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.