September 2020
Strategy
Blood in the streets

The UK Smaller Companies Sector faces plenty of challenges, but bombed out valuations among trusts in the sector look interesting...

News & Events
Results analysis: US Solar Fund

US Solar Fund has made significant progress with its portfolio and expects dividends to be fully covered by operational cashflow from now on…

Fund Research
JPMorgan Russian Securities

JRS has more than quadrupled the return of the average emerging markets trust over five years…

Fund Research
JPMorgan MidCap

JMF uses quant research and fundamental analysis to take advantage of investor psychology and market inefficiencies...

September 2020
Alternatives for income investors

In the face of unprecedented pressure on dividends, Kepler Trust Intelligence is pleased to invite you to join seven fund managers, all of whom pursue different strategies to generate a reliable in...

29 September 2020
Strategy
Time to switch horses?

We look at what returns are likely from equity markets in the coming decade and identify which alternatives could offer similar or greater returns for lower levels of risk…

Fund Research
Aberdeen New India

ANII’s quality characteristics could stand it in good stead in a weak economic period…

Market insight
Wolf in sheep's clothing?

AVI Global’s growth characteristics shouldn’t be underestimated, yet it trades on a “double discount” of c. 45%...

Fund Research
Asia Dragon

DGN’s focus on quality could prove attractive if the economic situation in Asia deteriorates…

Opinion
The results are in: Biden for president, just...

Our poll found little consensus among KTI users about who would win the keys to the White House...

Fund Research
Witan

WTAN has had a challenging 2020, but a refreshed line-up of managers makes the 7.8% discount potentially attractive…

Fund Research
BMO Managed Portfolio

With Income and Growth shares, the BMO Managed portfolio offers different solutions to investors with different objectives through investment in a diversified portfolio of investment companies...

Fund Research
Majedie

Improving performance in 2020 and a historically wide discount that values the holding in MAM at zero offer an attractive entry point...

Features
The unsung heroes of the stock market

Ciaran Mallon of Invesco outlines the case for the utilities sector here in the UK, which seems unconnected to the volatility created from the global COVID pandemic...

Fund Research
Aurora

ARR offers a highly concentrated portfolio of long-term value investments…

Strategy
Eating their cooking

Our analysis suggests that asset management businesses owned by the trusts they manage are on less demanding valuations than their listed equivalents...

Fund Research
BMO Commercial Property

BCPT has reintroduced a dividend at 50% of the previous rate and offers a 4.6% annualised yield, paid monthly...

Fund Research
JPMorgan American

In what has been a challenging year for investors, the benefits of JAM’s new approach are coming to the fore…

August 2020
Fund Research
UK Commercial Property REIT

UKCM’s portfolio is well set up to be resilient to the current downturn…

Head to head
Trump v. Biden

Two of our analysts debate who will win the US election and what that means for markets…

Fund Research
Invesco Income Growth

IVI has robust revenue reserves in place, having raised its dividend each of the last 23 years…

Fund Research
NB Global Monthly Income Fund (Previously NB Global Floating Rate Income)

Board proposals would see NBLS transformed into a high-income, monthly dividend payer…

Fund Research
BlackRock Frontiers

BRFI’s portfolio is trading on a record low valuation…

KTI Autumn conference
Alternatives for income investors

In a world where dividend are under unprecedented pressure, our income focused online event in September should provide serious food for thought…

News & Events
Weathering the storm: Impax Environmental Markets

Reporting results for the six months ending June 2020, IEM has continued to attract new investors even during the Coronavirus crisis and could soon face capacity constraints…

Fund Research
Aberdeen Standard Asia Focus

AAS’ high quality portfolio should be robust in a troubled economic environment...

Strategy
Has the time come for Europe?

With mutual eurozone debt established all eyes are on the continent once more; but what will drive relative returns?

Fund Research
JPMorgan Japan Smaller Companies

JPS pays a dividend worth 1% of NAV each quarter…

Fund Research
Aberdeen Japan

AJIT will continue to pay a considerably increased dividend yield relative to history...

Fund Research
HICL Infrastructure

HICL offer institutional quality infrastructure assets, delivering an attractive income...

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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.