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May 2018
Strategy
Backing Blighty
Thomas McMahon
We consider the outlook for UK equities as they endure their Brexit induced 'darkest hour'...
Thomas McMahon
23 May
23 May
April 2018
Strategy
The search for discounted yield
Pascal Dowling
We scour the investment trust universe for trusts offering chunky yields on a discount...
Pascal Dowling
05 Apr
05 Apr
Fund manager Q&A
A question of conviction
Pascal Dowling
Pascal Dowling
04 Apr
04 Apr
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
January 2018
Fund Research
Invesco Income Growth
A focused portfolio with a conservative approach yielding 3.7% which has increased its dividend for 20 years consecutively...
24 Jan
24 Jan
December 2017
Fund research
Schroder UK Growth
A value-orientated UK equity trust with a greater bias towards large-caps that has low charges compared to its peers
12 Dec
12 Dec
November 2017
Fund Research
Invesco Asia
Non-independent research
An unconstrained strategy focused on Asian equities with a bias towards smaller companies...
Non-independent research
29 Nov
29 Nov
September 2017
Strategy
Big Issue(rs)
Alex Paget
We highlight the UK equity trusts that have issued and bought back the most shares over the course of 2017 so far and how these actions have affected shareholders...
Alex Paget
13 Sep
13 Sep
August 2017
Strategy
Carpe Discount…
Alex Paget
We analyse just how much discount movements have on shareholder returns in the AIC UK All Companies sector...
Alex Paget
02 Aug
02 Aug
June 2017
Strategy
Brave new world
Kepler Trust Intelligence
We find out how the outlook appears today to you, and ask the top managers in each sector, region and asset class where they see the opportunities in it...
Kepler Trust Intelligence
29 Jun
29 Jun
Strategy
MAYDAY!
Alex Paget
As the Conservative party founders, we examine the impact of last week’s disastrous election on trusts...
Alex Paget
12 Jun
12 Jun
Strategy
Omnishambles...
Alex Paget
Given the huge levels of political-induced uncertainty, we analyse recent drivers and themes within the UK equity market ahead of the upcoming election
Alex Paget
07 Jun
07 Jun
Fund Research
Invesco Select: UK Equity
Non-independent research
A differentiated investment trust that has undergone a change in a management but still offers exposure to high quality companies...
Non-independent research
21 Jun
21 Jun
Fund Research
Keystone Investment Trust
Kepler Trust Intelligence
A top-performing UK equity trust that has recently undergone a change in managers...
Kepler Trust Intelligence
21 Jun
21 Jun
May 2017
Strategy
Video: Fixed Interest investment companies update
Invesco Perpetual
Invesco Perpetual fixed interest portfolio manager Rhys Davies, discusses the improving global outlook...
Invesco Perpetual
11 May
11 May
Fund Research
Perpetual Income & Growth
Kepler Trust Intelligence
A diversified UK equity income trust that is run by an experienced manager and delivered significant outperformance over the long-term...
Kepler Trust Intelligence
26 May
26 May
April 2017
Strategy
VIDEO: Meet the managers...
Invesco Perpetual
Invesco Perpetual's Mark Barnett and four of his fellow managers discuss their approach to managing money, and their market outlook...
Invesco Perpetual
04 Apr
04 Apr
March 2017
Strategy
Video: James Goldstone
Invesco Perpetual
James Goldstone, UK Equities Fund Manager at Invesco Perpetual, outlines his approach...
Invesco Perpetual
31 Mar
31 Mar
Strategy
The new kids on the block…
Alex Paget
We highlight the three newest managers to grace the UK equity sectors and how they have put their own individual stamps on the portfolios they've inherited...
Alex Paget
22 Mar
22 Mar
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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.