December 2020
Fund Research
Securities Trust of Scotland

STS has a new manager with a strong track record…
News
Flash update: Securities Trust of Scotland

We look at the recent change in management of STS and what it means for investors…

09 December 2020
November 2020
News
Results analysis: Troy Income & Growth

We look at how TIGT has protected capital throughout the uncertainty of 2020, and how it can be a useful addition to income hungry investors’ portfolios…

25 November 2020
September 2020
Fund Research
Troy Income & Growth

Seeking to identify and invest in a portfolio of high quality companies, TIGT seeks to generate sustainable dividends and income and capital growth...
August 2020
Strategy
Recipe for disaster?

In this article, we assess whether the recent shift to concentrated portfolios has been beneficial or detrimental during corrections…
January 2020
Fund Research
Troy Income & Growth

Seeking to identify and invest in a portfolio of high quality companies, TIGT seeks to generate sustainable dividends and income and capital growth...
December 2019
Strategy
The squeeze continues: how trust costs keep falling

As pressure on costs remains, we reveal which trusts have achieved the most significant reductions in 2019….
September 2019
Fund Research
Securities Trust of Scotland

Led by Mark Whitehead, STS offers an attractively valued portfolio of global equities...
June 2019
Strategy
On track?

Six months in, we review the performance of our core preferred trusts for income, income and growth and high income...
January 2019
Fund Research
Securities Trust of Scotland

Securities Trust of Scotland (STS) is a broadly diversified global equity income portfolio offering a solid yield of 3.8%...
December 2018
Strategy
Efficiency is everything

With fee structures under increasing scrutiny, we analyse which trusts limit their costs without sacrificing standards...
November 2018
Fund Research
Securities Trust of Scotland

A broadly diversified global equity income offering with an above average yield of 3.8%, on a very wide discount relative to its peers...
February 2018
Downside protection
Gimme shelter

As the bear market for bonds and corresponding volatility in equities escalates we examine trusts that offer excellent capital protection..
July 2016
Strategy
Riders on the storm

Multi-asset investment trusts for an environment where a global, active, currency-aware approach is essential...

Opinion
Anarchy in the UK

We collate the reactions of the City's leading investment companies analysts in the wake of the EU referendum...
July 2015
Fund Research
Troy Income & Growth
June 2015
Strategy
Liquidity: Punching above their weight

Five small yet highly liquid trusts which should be on your radar

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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.