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...

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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.