Funds - Trust Intelligence | Kepler Partners

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F&C Global Smaller Companies Added 13 October 2015 F&C Investment Trust Updated 23 October 2019 Fidelity Asian Values Added 22 January 2020 Fidelity China Special Situations Updated 09 September 2019 Fidelity European Values Updated 04 November 2019 Fidelity Special Values Updated 15 March 2019 Finsbury Growth & Income Updated 15 April 2019 Fundsmith Emerging Equities Added 24 July 2019

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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.

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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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