January 2024
2024 Kepler Ratings
Top of the Pops
We reveal the winners of our investment trust ratings for 2024…
17 Jan
17 Jan
Strategy
Definitely maybe
Fund flows and discounts may shed some light on a once-in-a-generation opportunity…
10 Jan
10 Jan
Fund Research
Invesco Select: Global Equity Income
IVPG’s proposed merger with IVPU will bring with it the inherent benefits of scale…
23 Jan
23 Jan
May 2023
Strategy
Tipping point
Battered growth strategies have staged a comeback recently, but what happens now?
11 May
11 May
Fund Research
Invesco Select: Global Equity Income
IVPG’s historically-wide discount may present an opportune entry point, given the managers’ strong performance track record…
05 May
05 May
August 2022
Features
Cash and global equity
How Invesco Select Trust can help investors navigate through tough times…
25 Aug
25 Aug
Fund Research
Invesco Select: Global Equity Income
IVPG’s relative performance has been improving, making the discount widening to c. 12% seem anomalous...
19 Aug
19 Aug
October 2018
Strategy
We can be heroes
Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...
03 Oct
03 Oct
Fund Research
Invesco Select: Global Equity Income
IP Select Global Equity Income aims to offer a growing level of income and capital appreciation over the long term, through a concentrated but diversified portfolio of global equities...
01 Oct
01 Oct
March 2018
Fund Research
A fund for all seasons?
We examine the Invesco Perpetual Select Trust, which allows investors to switch between four share classes to suit their aims without crystallising gains...
15 Mar
15 Mar
Fund Research
Invesco Select: Global Equity Income
A global equity income offering with an experienced management team and an active discount control policy...
16 Mar
16 Mar
November 2017
Fund Research
Invesco Asia
An unconstrained strategy focused on Asian equities with a bias towards smaller companies...
29 Nov
29 Nov
Fund Research
Murray International
A global equity income trust which has grown its dividend for more than years, with significant exposure to emerging markets and other-non sterling assets...
08 Nov
08 Nov
October 2017
Strategy
Roaring back…
We analyse the drivers behind the significant outperformance of global active managers in 2017, following what was a very poor year for them in 2016...
12 Oct
12 Oct
Fund Research
Invesco Perpetual UK Smaller Companies
A smaller companies portfolio with a strong track record and an experienced management team offering an unusually high income...
24 Oct
24 Oct
June 2017
Fund Research
Invesco Select: UK Equity
A differentiated investment trust that has undergone a change in a management but still offers exposure to high quality companies...
21 Jun
21 Jun
Fund Research
Keystone Investment Trust
A top-performing UK equity trust that has recently undergone a change in managers...
21 Jun
21 Jun