October 2021
Replay
Slides and Audio: Henderson EuroTrust

Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
September 2021
Events
Now that's what I call a discount 2021!

For the second year running we examine trusts on discounts which, in our view, don't make sense...
Fund Research
City of London

CTY’s manager is seeing a good recovery in portfolio income, in turn leading to improved dividend cover…
July 2021
Replay
Slides and Audio: Henderson Opportunities Trust

Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...

07 July 2021
Replay
Slides and Audio: Roundtable - The outlook for UK plc

Download the presentation and listen to the audio from our first roundtable discussion with James Henderson, James de Uphaugh and Rory Bateman...

07 July 2021
June 2021
Fund Research
Henderson Opportunities

Despite strong outperformance, HOT’s shares have moved to a substantial discount…
Fund Research
Henderson Smaller Companies

HSL has an extensive track record of outperformance...
Strategy
Green is good!

2021 will see billions dedicated to sustainable initiatives, which brings with it a host of possible investment opportunities...
Fund Research
Henderson European Focus Trust

HEFT offers investors flexible exposure to Europe, with a current tilt toward value supporting the potential for returns…
Event
Cool Britannia?

Join the team at Kepler Trust Intelligence and six leading UK fund managers as we examine the prospects for UK equities with COVID in retreat and Brexit uncertainty finally behind us…
May 2021
News
Results analysis: Henderson European Focus Trust

HEFT is positioned for the next leg of Europe’s pandemic recovery, having outperformed its benchmark over the last six months…

27 May 2021
April 2021
Head to head
The next value opportunity?

Two of our analysts debate whether Europe's improving vaccination programme will be the next opportunity for investors in their pursuit of returns...
March 2021
Fund Research
Henderson EuroTrust

Active re-positioning around the COVID-19 recovery means HNE continues to widen its outperformance….
February 2021
Fund Research
City of London

CTY’s large cap bias means it has lagged the index recently, but the dividend picture is still strong…
December 2020
Strategy
What the Dickens!

A festive collection of forecasts, theories, and other harmless fictions from our analysts...
Strategy
My haven’t you grown!

How sustainability has gone from zero to hero in 2020…
October 2020
Fund Research
Henderson EuroTrust

HNE has outperformed in each of the three phases in markets this year, yet trades on a discount of 9.3%...
Events
Alternatives for Income Investors

Slides and audio from our event focused on alternative routes to a reliable income…
September 2020
Fund Research
City of London

CTY’s dependable track record of dividend growth continues, but it has slipped to a rare discount…
Replay
Slides and Audio: City of London

View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
Strategy
Blood in the streets

The UK Smaller Companies Sector faces plenty of challenges, but bombed out valuations among trusts in the sector look interesting...
June 2020
Opinion
Selling the family silver

Is there something fishy about a trust paying dividends from capital?
Events
Deep impact

Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
May 2020
Fund Research
TR European Growth

Utilising a unique process, TRG offers a value-tilted portfolio of smaller European companies…
Events
Braving the new world

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...
January 2020
Fund Research
Henderson European Focus

HEFT’s wide discount offers an attractive entry point into an increasingly actively managed portfolio…
Fund Research
Henderson Diversified Income

HDIV offers a compromise between high yield and security…
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….
Fund Research
Henderson EuroTrust

The new manager is now outperforming, meaning HNE’s current discount is an interesting proposition…

Strategy
Holding something in reserve

A sterling bounce poses a threat to UK dividends - we look at how UK equity income investment trust managers stand prepared…
Show More

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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.