Latest Investment Research

Alliance Trust ATST offers a blended portfolio of nine highly concentrated funds 27 November 2020 Aberforth Smaller Companies ASL offers exposure to a cyclical rebound post-vaccine from a deeply discounted portfolio… 26 November 2020 Aberforth Split Level Income ASIT’s high gearing and cyclical portfolio mean it could offer exceptional performance potential as the end of the pandemic becomes clearer… 26 November 2020 Greencoat UK Wind 2020 has proved UKW’s resilience, but is now better value in terms of premium... 26 November 2020 BlackRock Energy and Resources Income The shift towards the energy transition is seemingly already having a positive impact on BERI’s returns… 26 November 2020 BMO Private Equity BPET has slipped to a meaningful discount, but offers a differentiated strategy that has outperformed equity markets… 25 November 2020
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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.
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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.