December 2021
Fund Research
Witan

Witan continues to adapt to a changing investment environment...
June 2021
Fund Research
Witan

A solid period of outperformance means WTAN is back in business...
December 2020
Fund Research
Witan

Witan has bounced back from Q1 2020, making the 7.6% discount potentially attractive…
September 2020
Fund Research
Witan

WTAN has had a challenging 2020, but a refreshed line-up of managers makes the 7.8% discount potentially attractive…
December 2019
Fund Research
Witan

Highly active multi-manager approach offering a ‘one-stop shop’ for capital appreciation and income…
August 2019
Strategy
All change: a closer look at the AIC's revised sectors

We examine the AIC's revised sector classifications and discuss whether further improvements could be made...
April 2019
Fund Research
Witan

Witan follows a highly active ‘manager of managers’ approach, using a range of third-party managers to gain exposure to global equity markets...
Strategy
Because they're worth it

With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...
August 2018
Strategy
The income edge

Last year saw investment trusts soar in popularity among both retail investors and wealth managers. We examine why this has happened, as well as the structural advantages of investment trusts for i...
July 2018
Fund Research
Witan

This well known global generalist has had a tough run in recent months but a higher active share could prove interesting...
March 2018
Fund Research
Witan

Witan is one of the UK’s largest investment trusts and aims for capital growth and an income which rises faster than inflation using a multi-manager approach...
December 2017
Cover research
Race to the bottom

How are investment trust boards doing, in bringing down their costs?
August 2017
Fund Research
Witan

A global equity trust run via a manager of managers approach that has delivered consistent outperformance over the medium term...

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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.