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.
Kepler’s investment trust ratings seek to identify the top-performing closed-ended funds in the Growth, Income & Growth and Alternative Income categories. Our ratings are designed to capture attractive and persistent performance characteristics and to reward long-term success. Like all quantitative systems they are backward-looking, but we have attempted to reward those trusts which have done well in the context of their own goals and benchmarks, and which have done so for a sustained period. As the selection system is entirely quantitative, it allows us to set aside all personal biases and views and all commercial relationships and look at the universe in a purely objective way. This year’s winners of the rating are presented below, along with a discussion of how last year’s rated trusts performed.
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