Kepler Trust Intelligence
Updated 13 Oct 2022
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Disclaimer

This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.

To keep track of the trusts you are most interested in, you can save trusts to your watch list if you are a fully registered user (we explain how to register later on in this article).

Once you've added a fund to your watchlist, you can choose how often you want to be alerted to new research; you can opt for simultaneous alerts which appear as soon as any research is published, or bundle your alerts into a single email which will be sent once a week or less - depending on how often your funds are mentioned.

You can do several things with your watchlist. Firstly, you can view our most recent research on the trust you are following.

You can also read all the thematic research we have featured the trust in via this page too, to get some colour about how the trust fits into its sector.

To save a fund to your watchlist, simply click the ‘add to watchlist’ button at the top of any fund profile.

Access your watchlist

To access your watchlist, click the person icon on the top right-hand side of any screen on Kepler Trust Intelligence.

This is what the watchlist looks like when you access it. Click 'view' in the research history column to see every note we've written on the trust, or 'Related thematic research' to see any articles wherein we've mentioned the trust:

How to register

To register as a full user of Kepler Trust Intelligence, simply click 'create a free account' after telling us what sort of investor you are and give us your email address - we will not send you emails unless you opt in.

Welcome to Kepler Trust Intelligence

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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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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.
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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.
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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

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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.