September 2019
Strategy
Nanny knows best: how regulation is influencing returns

New research suggests disruption is threatened by increased regulation, with clear consequences for investment strategists...

Fund Research
Mid Wynd International

Mid Wynd aims to identify companies which can generate long-term growth whilst keeping a sharp eye on protecting investors’ wealth during negative periods…

Fund Research
Schroder Japan Growth

Despite clear continuity of management style, the retirement of Andrew Rose has seen this trust move to a wide discount versus peers...

Fund Research
River & Mercantile UK Micro Cap

On a discount of 20% this trust could be an interesting option for those who believe the UK will at some point bounce back..

Fund Research
ScotGems

A highly concentrated portfolio, with a focus on capital preservation, makes for an interesting mix for investors in the current volatile market conditions…

Fund Research
Fidelity China Special Situations

Fidelity China Special Situations has outperformed its index by over 20% in five years...

Fund Research
Woodford Patient Capital Trust

We see few reasons for the currently very wide discount to narrow any time soon...

Features
Invesco
Realising potential on the financial front line

Invesco UK Equities managers Jonathan Brown and Robin West discuss three stocks that have fulfilled their investment thesis over the last few years...

Fund Research
Utilico Emerging Markets

Utilico Emerging Markets focuses on the infrastructure and utilities sectors, primarily in Latin America...

Fund Research
Alcentra European Floating Rate Income

AEFS offers access to an asset class with low volatility and attractive yields...

Fund Research
ICG Enterprise Trust

ICG Enterprise Trust gives investors access to outperforming private equities...

Features
BlackRock
Time to pay attention to Latin America?

Amid the recent revival for emerging markets, investors have remained focused on Asian markets. Should they be looking further afield to Latin America? Ed Kuczma, co-manager of the BlackRock Latin ...

Fund Research
Martin Currie Global Portfolio Trust

Since taking over the portfolio last year, Zehrid Osmani has achieved exceptional returns through a highly concentrated portfolio of growth companies…

Fund Research
JPMorgan Multi-Asset Trust

Recently-launched JPMorgan Multi Asset Trust (MATE) has started life on the front foot, yielding 4.3% in its first year...

August 2019
Strategy
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…

Fund Research
Invesco Perpetual Select Trust: UK Equity Share Portfolio

IVPU’s returns have bounced back in 2019 thanks to a contrarian allocation to domestically-exposed UK stocks…

Fund Research
Gabelli Value Plus+ Trust

Gabelli Value Plus offers exposure to value opportunities in US stocks trading at a discount to their value to an informed buyer..

Strategy
All change: a closer look at the AIC's revised sectors

We examine the AIC's revised sector classifications and discuss whether further improvements could be made...

Features
BlackRock
Exploring the next frontier

The world’s developing markets may look and feel like large emerging markets, but they bring something new for investors. The team at BlackRock explain why…

Fund Research
Aberdeen New India

Aberdeen New India buys high quality stocks exposed to the fast-growing Indian economy….

Strategy
Dangerous ground: the perils of timing the market

Our research shows that attempting to time the market is, more often than not, a mug's game...

Fund Research
Edinburgh Dragon

This Asia focused trust remains on a far wider discount than its peers despite a marked improvement in performance...

Fund Research
Majedie Investments

Majedie Investments (MAM) offers a solid income combined with a diversified allocation to a range of funds....

Features
Mark Barnett: Q&A

Invesco's Head of UK Equities Mark Barnett talks through his outlook for the UK economy...

News & Events
New feature: follow this fund

Kepler Trust Intelligence readers can now follow a trust to receive instant notifications when the research is updated...

Fund Research
JPMorgan Smaller Companies Investment Trust

The managers of JPMorgan Smaller Companies apply a clear, consistent process to UK smaller companies to produce consistent returns...

Fund Research
Chelverton UK Dividend Trust

Chelverton UK Dividend Trust (SDV) is an income-generating smaller companies UK trust...

Fund Research
JPMorgan Indian Investment Trust

JPMorgan Indian (JII) owns a portfolio of Indian equities, with a bias to quality, invested over the long term...

Fund Research
Aberdeen Standard Asia Focus

Aberdeen Standard Asia Focus (AAS) aims to generate long-term capital growth from a valuation-sensitive approach to Asian smaller companies..

Fund Research
JPMorgan Global Growth & Income

JPMorgan Global Growth & Income combines a strong track record of NAV growth with a robust yield...

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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.