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Pascal Dowling
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Updated 01 Dec 2023
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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.

The Apollo programme cost the United States the equivalent of $257bn in today’s money and, over thirteen years, employed more than 400,000 people as part of America’s monumental effort to cross 238,855 miles of empty space and allow one man to take a small but era-defining step for all mankind.

The team behind Kepler Trust Intelligence has also been busy these last few months, developing a number of new features which we hope you will agree are a great leap forward for the site. True, the implications for mankind may not be quite as epochal, but they cost nearly as much and before you downplay the magnitude of the achievement, you try finding an emerging markets fund with no private equity exposure that offers an income paid from capital using sixty-year old analogue technology, it’s a fool’s errand my friend.

With that truly flimsy sop to the picture which we really wanted to use for this article led out back and quietly shot, it is with some relief that we can move on and introduce the new features to the site which we hope you will find useful.

Fund finder

This tool is designed to help you find new ideas for your portfolio based on the outcomes you are looking for. It is designed particularly for those who are not sure where to look, but know what they want a trust to do for them.

You can choose income or growth as a primary investment goal, for example, and refine your search to search for funds with particular characteristics within those parameters – like income funds which pursue dividend growth, or have not cut their dividend in years, or growth funds which ignore private assets, or only focus on mid-caps, or even growth funds that also pay an income.

Watchlist improvements

Regular users will know that it is possible to ‘follow’ any trust we have covered by clicking the ‘follow’ button on the relevant research. We have added a number of new features to the watchlist to make it even more useful including a tag on any thematic research to alert you to the fact that trusts which you are following are mentioned. You will also find a new section on the Kepler Trust Intelligence homepage dedicated solely to research connected to the trusts that you are following and you can now also follow sectors, regions and managers, so you’ll get any new research we publish connected to any of those themes.

The watchlist button at top right is now mouse-responsive and will allow you to see all the trusts you’re following, and you can also view related research by clicking the ‘related content’ button in that dropdown

Funds hub

Those with the sharpest eyes may notice a subtle difference to the way in which our investment trust research is presented this week. Previously, the fund summary and Kepler View were visible alongside all of the other tabs, and any related research – like our coverage of the trust’s results, interviews with managers, or events for example – was stuck at the bottom of the page in ‘related news’. The new ‘funds hub’ allow you to see the summary and Kepler View as before, but alongside any other topical content related directly to that trust, including thematic research, results analysis, forthcoming events hosted by Kepler and any other events including AGMs. If you want to dig deeper into the fund research all the tabs are still visible on the individual fund research page as before, behind the ‘read more’ button.

Events

Last but not least, Kepler Trust Intelligence has joined forces with the Association of Investment Companies to create a forward-looking events planner which allows you to see, and register for, investment trust events including AGMs, presentations and more. All of Kepler’s own events are visible in the calendar, and – if you are a fully registered user – you can still watch recordings of our regular investor events via this portal.

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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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.

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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.