March 2019
Fund Research
UK Commercial Property REIT

A commercial property trust focused on sectors and locations benefiting from structural change in society and the economy...

Fund Research
Invesco Perpetual UK Smaller Companies Trust

A UK smaller companies fund which aims to achieve above average returns through the cycle with lower volatility...

Video
Artemis Investment Management
A prudent approach

Alex Illingworth talks to Martin Stott about the team’s thematic approach to growing assets.

Features
Beyond Brexit

Sourcing sustainable income and alpha opportunities in the UK...

Fund Research
Fidelity Special Values

Fidelity Special Values (FSV) aims to identify under-valued companies from across the UK market cap spectrum ...

Strategy
Carry on doctor

With a sector average yield of 4.5% and a highly differentiated risk profile, the primary healthcare sector could be a healthy addition to the property portfolios of income-hungry investors...

Fund Research
Primary Health Properties

Primary Health Properties invests in modern, purpose-built doctor’s surgery facilities that are let out on long leases across the UK and Ireland...

Fund Research
Baillie Gifford UK Growth

Baillie Gifford UK Growth is a quality growth portfolio with a highly active, long-term approach...

Fund Research
Martin Currie Global Portfolio Trust

Martin Currie Global Portfolio Trust (MNP) aims to achieve long-term capital growth, in excess of the FTSE World index, whilst offering solid income for investors...

Strategy
Stairway to heaven

Our research shows that reinvesting the income generated by alternative assets could add a significant boost to long-term portfolio performance…

Fund Research
M&G Credit Income

M&G Credit Income Investment Trust launched in November 2018 and targets a dividend yield of LIBOR plus 4% per annum...

Fund Research
Woodford Patient Capital Trust

WPCT is reaching a new phase, as portfolio holdings reach more mature stages of development and a number of significant milestones are on the horizon...

Fund Research
Henderson Alternative Strategies

Henderson Alternative Strategies (HAST) offers access to niche and specialist investments, which are otherwise hard to buy...

February 2019
Fund Research
Greencoat UK Wind

Greencoat UK Wind invests in operating wind farms, aiming to provide an RPI-linked dividend and preserve the real value of the NAV...

Strategy
A marathon not a sprint

Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long term capital growth...

Fund Research
Alliance Trust

After changing its spots in 2017, Alliance Trust continues to deliver a growing dividend and attractive returns...

Fund Research
Jupiter European Opportunities

Jupiter European Opportunities (JEO) has reigned supreme across Europe for the past decade or so, in both consistency and extent of outperformance...

Fund Research
Miton UK MicroCap

Miton UK MicroCap is quickly becoming one of the most attractive vehicles to the UK small cap market...

Fund Research
Henderson Far East Income

Henderson Far East Income aims to generate a rising dividend stream from equities in Asia. The trust currently yields 6.3%...

Fund Research
Third Point Offshore

As "opportunistic multi-asset investors”, Daniel Loeb and Third Point are best known for their event driven, value-oriented approach...

Fund Research
Invesco Perpetual Select: Global Equity Income

Comprised of just over 50 stocks, IVPG looks to grow income and capital through holding high quality companies...

Fund Research
HICL Infrastructure

Predictable cashflows, uncorrelated to the economic cycle

Strategy
Sweet treats

The eight trusts with strong prospects, but wide discounts...

Fund Research
Henderson Opportunities Trust

The trust is trading on a 16% discount, making it one of the cheapest UK equity trusts...

Fund Research
Miton Global Opportunities

A highly differentiated fund of investment trusts, which has delivered annualised returns of 7.5% since launch in 2004...

Strategy
Income for the long haul

With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...

Fund Research
City of London Investment Trust

The trust with 52 years of dividend growth, and counting...

People
History repeating

We speak to Professor Russell Napier, founder of Edinburgh's Library of Mistakes - and find out why he thinks past performance really can be a guide to the future...

Fund Research
Aberdeen Standard Asia Focus

The trust returned to form last year with strong relative returns as its focus on quality was rewarded in rough markets...

Features
A real deal

Schroder European Real Estate Investment Trust offers a yield of 5.9% and zero exposure to Brexit sensitive UK commercial property, yet it trades on a significant discount...

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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.