Scottish Oriental Smaller Companies - Oct 2022 | Investor | Kepler Trust Intelligence

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SST has performed well in a tough environment thanks to its quality focus…

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Ryan Lightfoot-Aminoff

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Updated: 14 October 2022

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Diversity matters

We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…

On the hunt

We review discounts in the investment trust space against a backdrop of harsh conditions...

January 2022

Bargain hunt

We survey the discount opportunities in the market and update on the performance of our Discounted Opportunities Portfolio…

December 2021

Scottish Oriental Smaller Companies

SST is “better positioned than ever” following strong 2021 performance…

October 2021

Results analysis: Scottish Oriental Smaller Companies

SST’s tilt toward India has contributed to a strong set of results this year…

July 2021

Grade inflation

We look at how our discounted opportunities portfolio has done in the first half of the year and update on the performance of our long-term rated funds…

June 2021

Inflation – a real threat or hot air?

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Two of our analysts ask whether recent high inflation numbers indicate something long-lasting and troubling is happening…

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April 2021

Wide Boys

We review our portfolio of chonky discounts as one star performer hits its target…

Scottish Oriental Smaller Companies

SST has performed strongly after past global crises thanks to its preference for quality companies…

January 2021

Get 'em while they're hot!

We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…

November 2020

Scottish Oriental Smaller Companies

SST outperformed strongly after the last global economic crisis in 2008 and is trading on a wide discount…

October 2020

Five ways to play Indian equities

India is struggling economically – but could there be a value opportunity in the stock market?

March 2020

Their darkest hour?

We update our shortlist of discount opportunities...

Don't panic: the case for investing in Asia this ISA season

We examine the relationship between stock market and GDP growth, before debating the case for an allocation to Asia...

October 2019

Scottish Oriental Smaller Companies

SST’s more defensive approach has served it well in recent choppy markets…

August 2019

Quality street: can the dominant style continue to outperform?

For several years, quality as an investing style has dominated, outperforming both value and growth. We examine why the case for quality remains strong and the importance of taking an active approach…

July 2019

Push-me pull-you

Two contrasting influences are dominating the outlook for Asian markets - we analyse them and how Asia trusts are positioning their portfolios in response...

May 2019

Scottish Oriental Smaller Companies

SST has generated strong performance in falling markets, but is still sitting on a wide discount...

April 2018

What now for Asia?

We examine battered Asian equities amid talk of a trade war between the US and China...

Scottish Oriental Smaller Companies

A conservatively managed Asian equity portfolio which has drifted out to a double digit discount on the back of recent underperformance...

November 2017

Race ready?

We analyse the outlook for emerging markets and, in particular, the genuine active funds that focus on them…

July 2017

Fundsmith Emerging Equities

Kepler Trust Intelligence

An emerging markets trust that has a focus on high-quality companies and was launched to great fanfare, but has struggled to keep pace during the recent rally...

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June 2017

Scottish Oriental Smaller Companies

Kepler Trust Intelligence

A small-cap Asia trust run with a keen focus on capital preservation that has delivered strong outperformance with low levels of volatility...

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