October 2020
Strategy
Spotlight on discounts

As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…
September 2020
Fund Research
BMO Commercial Property

BCPT has reintroduced a dividend at 50% of the previous rate and offers a 4.6% annualised yield, paid monthly...
August 2020
Fund Research
UK Commercial Property REIT

UKCM’s portfolio is well set up to be resilient to the current downturn…
July 2020
Fund Research
AEW UK REIT

AEWU has maintained its high dividend during the pandemic so far, and yields an exceptional 11%...
June 2020
Strategy
Pick your poison

We try to identify the best compromises between yield, value and security in the property sectors…
Fund Research
BMO Real Estate Investments

BREI trades on one of the widest discounts in its sector despite strong performance and a defensive bias…
May 2020
Fund Research
Tritax Big Box REIT

BBOX invests in what might be the structural winners from the pandemic crisis…
April 2020
Market insight
Plus ça change

Alternative property trusts could see quicker recoveries from the fallout from COVID-19…
November 2019
Fund Research
BMO Commercial Property

The quality tilt of the portfolio could provide defensive qualities…
October 2019
Fund Research
BMO Real Estate Investments

BREI offers a yield of 5.9% and a track record of superior income growth...

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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.