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February 2020
Head to Head
Robbing Peter to pay Paul?
Kepler Trust Intelligence
Two of our analysts discuss the growing trend for companies to pay an income out of capital…
Kepler Trust Intelligence
27 Feb
27 Feb
August 2019
Strategy
All change: a closer look at the AIC's revised sectors
William Sobczak
We examine the AIC's revised sector classifications and discuss whether further improvements could be made...
William Sobczak
21 Aug
21 Aug
July 2019
Strategy
Push-me pull-you
Thomas McMahon
Two contrasting influences are dominating the outlook for Asian markets - we analyse them and how Asia trusts are positioning their portfolios in response...
Thomas McMahon
03 Jul
03 Jul
Fund Research
JPMorgan Asia Growth & Income
Thomas McMahon
With a team-based approach, JPMorgan Asian has outperformed in each calendar year since 2015...
Thomas McMahon
02 Jul
02 Jul
December 2018
Strategy
Surf's up
William Heathcoat Amory
As rough markets drive share price volatility up, we use a proprietary statistical technique to highlight trusts which are on unusually wide discounts...
William Heathcoat Amory
05 Dec
05 Dec
Fund Research
JPMorgan Asia Growth & Income
Thomas McMahon
Recent performance has been impressive, with the trust outperforming in rising and falling markets...
Thomas McMahon
04 Dec
04 Dec
October 2018
Strategy
Information overload
Thomas McMahon
Our analysis shows the long term case for emerging markets remains largely unaffected by much of the negative newsflow surrounding the sector...
Thomas McMahon
10 Oct
10 Oct
May 2018
Strategy
Blast off!
Thomas McMahon
As China A-Shares join the global indices, many investors remain structurally underexposed to this exciting region...
Thomas McMahon
17 May
17 May
Fund Research
JPMorgan Asia Growth & Income
A low cost trust with a yield of 4.1%, putting it on a competitive footing versus its income focused peers...
17 May
17 May
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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.