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Kepler Trust Intelligence
Updated 11 Mar 2020
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Disclaimer

Disclosure – Non-Independent Marketing Communication

This is a non-independent marketing communication commissioned by Alliance Trust. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.

There are a multitude of investment products now on the market. From index funds, offering returns that simply track the market at limited cost, to region-specific funds, which look to profit from predicting the direction of evolving economies, investors are faced with an almost limitless choice.

But, for investors seeking to achieve long-term active returns from their investment portfolios, the multiplicity of funds can be confusing and a barrier to investment. Each of the world’s markets and asset classes has very different risk profiles from the other – meaning that the context in which they are most likely to experience losses varies greatly. Balancing these risks across a portfolio overall can require a significant degree of investment knowledge and also requires investors to keep a watchful eye on their portfolios.

Here, we discuss how trusts like Alliance Trust achieve this on behalf of investors. 

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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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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.