October 2020
Events
Alternatives for Income Investors
Slides and audio from our event focused on alternative routes to a reliable income…
01 Oct
01 Oct
Fund Research
Henderson EuroTrust
HNE has outperformed in each of the three phases in markets this year, yet trades on a discount of 9.3%...
28 Oct
28 Oct
September 2020
Strategy
Five small cap trusts on very wide discounts
The UK Smaller Companies Sector is battered and bruised, but bombed out valuations among trusts in the sector look interesting...
17 Sep
17 Sep
Replay
Slides and Audio: City of London
View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
30 Sep
30 Sep
Fund Research
City of London
CTY’s dependable track record of dividend growth continues, but it has slipped to a rare discount…
30 Sep
30 Sep
June 2020
Events
Deep impact
Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
05 Jun
05 Jun
Opinion
Selling the family silver
Is there something fishy about a trust paying dividends from capital?
25 Jun
25 Jun
May 2020
Events
Braving the new world
Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...
13 May
13 May
Ratings
Kepler Rated: Henderson European Focus
HEFT offers a well concentrated portfolio of high quality European companies…
11 May
11 May
Fund Research
European Smaller Companies
Utilising a unique process, TRG offers a value-tilted portfolio of smaller European companies…
20 May
20 May
December 2019
Strategy
The squeeze continues: how trust costs keep falling
As pressure on costs remains, we reveal which trusts have achieved the most significant reductions in 2019….
18 Dec
18 Dec
Strategy
Holding something in reserve
A sterling bounce poses a threat to UK dividends - we look at how UK equity income investment trust managers stand prepared…
05 Dec
05 Dec
Fund Research
Henderson EuroTrust
The new manager is now outperforming, meaning HNE’s current discount is an interesting proposition…
12 Dec
12 Dec
October 2019
Fund Research
City of London
Fifty-three consecutive years of dividend growth, and counting…
14 Oct
14 Oct
Fund Research
Henderson Smaller Companies
The 11.5% discount for HSL offers an interesting entry point into a trust with an attractive yield and a long-term track record of capital appreciation in the UK smaller companies space…
01 Oct
01 Oct
September 2019
Strategy
One-stop shop: how multi-asset trusts offer superior diversification
Investment trusts are particular suited to this mode of investing. We examine their advantages over open-ended funds and highlight the trusts which do it well…
25 Sep
25 Sep
Fund Research
TR European Growth
TRG looks to deliver strong capital returns through a portfolio of some of Europe’s most exciting opportunities…
30 Sep
30 Sep
July 2019
Strategy
Fool's gold?
We examine the relationship between how much a fund costs and how it performs, with surprising results...
24 Jul
24 Jul
Strategy
Ready for action
In the second part of our active management series, we assess the most active managers across the major closed-ended equity sectors…
17 Jul
17 Jul
Fund Research
Lowland
The managers of Lowland run a diversified portfolio of mainly UK companies, paying very little regard to the benchmark...
10 Jul
10 Jul
June 2019
Strategy
Measure for measure
In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…
26 Jun
26 Jun
Strategy
Report card
Six months after the launch of our new ratings system, we check whether our rated trusts are on track to remain 'best in class'...
19 Jun
19 Jun