September 2017
Editor's letter
Do you follow me?

Our new-look website lets you follow the trusts that you’re interested in…

Asia-Pacific
Schroders
A risk aware route to the best that Asian equities have to offer

With Asian markets looking increasingly toppy, we find out how Schroders' Asian Total Return Investment Company aims for absolute returns, protecting capital and managing volatility via an active c...

Asia-Pacific
Invesco Perpetual
Invesco Asia Trust: A bespoke approach to investing in Asia

Ian Hargreaves, portfolio manager of the Invesco Asia Trust plc highlights his investment approach, views on valuation levels within the region and some of the sectors and countries where he believ...

Fund manager Q&A
Dinner with Papa

Ernest Hemingway is on the guestlist for supper with the managers at Scottish American Investment Company...

Disruption
Winners and losers from tomorrow’s world

Searching for the Tesla of tomorrow…

Fund research
Allianz Technology Trust

A pure exposure to disruptive technology...

Fund research
Aberdeen Diversified Income & Growth IT

We examine this very broadly diversified multi-asset fund, a constituent of our model portfolio, now that the dust has settled...

Property
Standard Life Investments
Searching for a secure income

The recovery in commercial property is set to continue, according to Standard Life Investments' Will Fulton...

Emerging markets
BlackRock
Ignoring the Am Dram in Lat Am

Will Landers, manager of the BlackRock Latin American Investment Trust plc, explains how political turmoil can prevent investors seeing the real economic progress taking place across Latin America...

View from the board
Leading from the front

We meet BH Global chairman Sir Michael Bunbury who tells us why an active and energetic approach from the board is essential...

China
Baillie Gifford
Monks travels the Silk Road

The managers explain why China's grand ambitions for trade are an immense opportunity...

Asset allocation
Not the usual suspects...

As equity valuations continue to defy logic, we identify the trusts least correlated to their fortunes...

Fund Research
Impax Environmental Markets

A global equity trust harnessing unambiguous long term growth...

Fund Research
Polar Capital Technology

Diversified technology exposure

Fund research
Baillie Gifford Shin Nippon

Superior yet uncorrelatd returns

Fund Research
Edinburgh Worldwide Investment Trust

A highly-active global portfolio with a focus on immature ‘problem-solving’ companies...

Fund research
JPMorgan Indian Investment Trust

A growth orientated trust offering lowly correlated returns...

Fund Research
International Biotechnology Trust

Proven alpha generation from a strong management team, low correlation to mainstream equities, and a yield of 4%...

Fund Research
Baring Emerging Europe

Income from a growth portfolio - something for everyone?

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Close 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.