Investment trust basics
Guides
Investment trusts: key facts

A beginner's guide to investment trusts...
Guides
Association of Investment Companies
What are investment companies?

A way to invest in almost anything and spread risk...
Guides
Association of Investment Companies
Why choose investment trusts?

While all collective investments have benefits in common, investment trusts have potentially useful characteristics all of their own...
Guides
Discounts and premiums

Discounts and premiums are a central feature of investment trusts - read this guide to understand how they work...
Buying investment trusts
Guides
Investment trusts for income

Understanding the benefits of the investment trust structure for income investors
Guides
Association of Investment Companies
Choosing an investment trust

There are hundreds of investment companies to choose from, so narrow down the choices by being clear about why and how you’re investing...
A deeper dive
Guides
Understanding the value of an investment trust board

The presence of a board of directors is a powerful asset for shareholders in an investment trust, yet it is widely overlooked...
Guides
In depth: Understanding the benefits of the closed-end structure

The definitive guide for investors who want to understand the difference between investment trusts and OEICs
Sector guides
Guides
Bonds and fixed interest

Our at-a-glance guide to fixed interest, bonds, corporate bonds, government bonds, gilts and everything in between...
Guides
Investing in China and the Asia Pacific region

The Asia Pacific region offers an exciting range of opportunities with huge potential, but the region is fraught with risk...
Guides
Investing in North America

A detailed guide to investing in North America, Canada and the USA and the funds, sectors and investment trusts which operate there...
Guides
Investing in Europe

Investing in Europe provides exposure to a wide range of companies and economies, but it pays to understand what you're getting into...
Guides
Investing in property

A beginner's guide to investment trusts which offer exposure to commercial and residential property...
Guides
Understanding Listed Private Equity

A short, detailed glossary to help you understand the sometimes unfamiliar language used when discussing listed private equity...
Glossary
Guides
Glossary: Subscription shares

A type of share that investors can convert into new ordinary shares in the company at some time in the future at a fixed price....
Guides
Glossary: Warrants

A financial instrument with a limited life which can be converted into new ordinary shares in the company at some time in the future at a fixed price.
Guides
Glossary: Contract for difference or CFD

A simple reference for those wondering how contracts for difference (CFDs) work....
Guides
Glossary: What is a Z-Score?

Understanding the ratio that tells you whether a trust is 'cheap'...
Guides
Glossary: Alpha & Beta & R-Squared

These simple calculations tell you a lot about where performance of a fund is actually coming from...

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}}
Already got an account?
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

{{item.name}} x
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.