December 2021
Fund Research
Smithson

SSON's concentrated small-cap portfolio has combined strong diversification potential with historic outperformance...

Fund Research
Miton UK MicroCap

Specialising in the very smallest UK listed companies, MINI can provide a differentiated source of growth…

Fund Research
BlackRock Greater Europe

BRGE continues to rank as the best performing European trust, with the team remaining unphased by near-term market risks…

Fund Research
BlackRock Income & Growth

BRIG’s long term dividend attractions remain undiminished…

Fund Research
Baillie Gifford Japan

BGFD remains relentlessly focussed on long-term growth opportunities…

Fund Research
Alliance Trust

ATST offers investors a ‘core’ equity exposure, utilising seldom-found managers and having recently upgraded its dividend…

Fund Research
JPMorgan Indian

JII offers access to the long-term growth story in India on a significant discount…

Fund Research
HICL Infrastructure

Cash covered dividend and link to inflation underlines HICL’s appeal…

Fund Research
Ruffer Investment Company

RICA’s strong performance during the pandemic and in the market recovery has highlighted its credentials as an all-weather strategy…

Fund Research
JPMorgan Russian Securities

If high energy prices continue, the Russian Motherland could be a mother lode for investors…

Fund Research
BlackRock Sustainable American Income

BRSA’s new sustainable approach to US value investing represents a highly distinct strategy…

Fund Research
Oakley Capital Investments

OCI’s historic NAV potentially belies progress made by its underlying companies...

Fund Research
F&C Investment Trust

FCIT’s broad-based approach to global equity investing has let it capitalise on current markets, being one of the sector’s best performers recently…

Fund Research
Third Point Investors

A stellar performance this year shines a positive light on TPOU…

Fund Research
Witan

Witan continues to adapt to a changing investment environment...

Fund Research
BlackRock Throgmorton Trust

A dynamic and growth orientated approach to UK smaller companies…

Fund Research
Murray Income

MUT has an attractive dividend yield and exposure to UK growth opportunities...

Fund Research
Jupiter Green

JGC provides diversified exposure to exciting companies leading the charge to a more sustainable future…

Fund Research
Scottish Oriental Smaller Companies

SST is “better positioned than ever” following strong 2021 performance…

Fund Research
Henderson EuroTrust

HNE’s discount has widened recently despite its impressive risk/return profile…

Welcome to Kepler Trust Intelligence

Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority.
Please enter a valid email address
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid email address
{{item.msg}}
Please check your email. If an account exists you'll be sent instructions on how to reset your password.
Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority. To ensure that we are able to provide content which is appropriate for you, please tell us a little about yourself.
Please choose an option
{{item.msg}}
Please enter a company name
{{item.msg}}
Please enter a location name
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a platform
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a trust
{{item.msg}}
?
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.
Please confirm
{{item.msg}}
Please select an option
{{item.msg}}
See benefits
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.
Please select an option
{{item.msg}}
Please enter your first name
{{item.msg}}
Please enter your last name
{{item.msg}}
Please enter a valid email address
An account already exists with this email - have you forgotten your password?
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid password
{{item.msg}}
How will this information be used? Your answers help us to tailor our content to relevant investment trusts, and to ensure that the asset allocation and portfolio strategy research we produce is appropriate to our userbase.
Our Website uses Cookies Cookies are small text files held on your computer. They allow us to give you the best browsing experience possible and mean we can understand how you use our site. Some cookies have already been set. You can delete and block cookies, but parts of our site won’t work without them. By using our website you accept our use of cookies. For further information please refer to the Kepler Privacy Notice.
Need help?

One more thing...

Did you know, you can 'follow' individual trusts on Kepler Trust Intelligence? Use the functions below to set up alerts and we'll send you research and updates on your chosen trusts.

Suggested trusts to follow

Browse all funds
Need help?
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.