October 2018
Fund Research
Invesco Perpetual UK Smaller Companies Trust

A consistent and cautious approach has contributed to Invesco Perpetual UK Smaller Companies outperforming over the longer term...

Strategy
Missing something?

As more and more of the world's most exciting companies delay listing, ignoring private companies comes with increasingly significant penalties...

Fund Research
Jupiter European Opportunities

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

Fund Research
NB Private Equity Partners

NB Private Equity Partners focuses on direct equity and debt investments in private equity-backed companies, with investments made alongside private equity sponsors...

Fund Research
Standard Life Private Equity Trust

Standard Life Private Equity is a private equity fund of funds and is the only such trust with no performance fee...

Fund Research
Lowland Investment Trust

Run by James Henderson since the early 90's, Lowland aims to give shareholders a higher-than-average return coupled with capital and income growth...

News & Events
Flash update - ICG Enterprise Trust: interim results

Brief review of ICG Enterprise's 31st July interim results, announced 4 October 2018...

News & Events
The Investment Trust Advantage

Our recent conference for discretionary fund managers saw some of the UK's leading fund managers discussing the outlook for the world's major regions and asset classes...

In-depth
The results in detail...

The table shows the alpha generated for each strategy, along with a t-stat to measure the significance of the relationship...

Fund Research
International Biotechnology Trust

Five years on from the appointment of a new manager, this US-focused biotech trust has seen its fortunes transformed...

Strategy
Information overload

Our analysis shows the long-term case for emerging markets remains largely unaffected by much of the negative newsflow surrounding the sector...

Fund Research
Baring Emerging Europe

Baring Emerging Europe offers capital growth and a dividend yield from a unique portfolio of stocks in developing Europe...

Fund Research
Templeton Emerging Markets

Templeton Emerging Markets invests in emerging markets equities on a global basis aims to maximise total returns over the long run with a value-based, bottom up approach...

Strategy
We can be heroes

Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...

Fund Research
BlackRock Income and Growth Investment Trust

BlackRock Income & Growth (BRIG) aims to provide investors with a rising dividend, as well as capital growth over the long term...

Fund Research
Invesco Income Growth Trust

Invesco Income Growth is a cautiously-managed portfolio of UK equities, which aims to produce above inflation dividend growth but also capital growth in excess of the FTSE All Share...

Baillie Gifford
Baillie Gifford
Low hanging fruit

Why the UK market is ripe for stockpickers...

Fund Research
Edinburgh Dragon

This Asia Pacific ex Japan trust has undergone a significant transformation in recent years, with exposure to technology and China reflecting a new tilt towards quality...

Fund Research
Invesco Perpetual Select: Global Equity Income

IP Select Global Equity Income aims to offer investors a growing level of income, and capital appreciation over the long term.This is achieved through a concentrated portfolio of global equities...

Fund Research
Dunedin Income Growth IT

A UK-focused equity trust, which aims to generate a growing income while achieving capital growth in excess of the FTSE All Share...

Fund Research
Standard Life Equity Income

Standard Life Equity Income (SLET) offers investors above-average income, while also providing real growth in capital and income.

September 2018
Aberdeen Standard Investments
Harry Nimmo: Six rules for a successful small-cap strategy...

The UK's best known smaller companies investor reveals the discipline that underpins his stockpicking technique...

Fund Research
Ruffer Investment Company

A multi-asset fund which aims to protect and grow capital and has delivered annualised returns of 7.3% since launch, with very limted drawdown during tough periods...

Strategy
Artificial Alpha

While there are some signs that we may be finally seeing the froth come off the growth-led market, we think investors need to be highly selective in choosing value strategies...

Fund Research
Gabelli Value Plus+ Trust

Gabelli Value Plus+ Trust is a US equity trust differentiated through its active focus on undervalued companies across the market cap spectrum...

Strategy
High flyers

Our research shows small-cap managers adding consistently more alpha, and regulatory change means this could be an attractive time to invest in the sector...

Fund Research
JPMorgan US Smaller Companies Investment Trust

This trust has a highly-resourced management team, which has produced consistently strong alpha, outperforming the Russell 2000 index in each of the past five calendar years...

Fund Research
Miton UK Micro Cap

Run by Gervais Williams and Martin Turner, Miton UK Micro Cap is a £102m investment trust that invests in the smallest companies in the UK...

Strategy
Bullseye

The third arrow of Shinzo Abe's grand plan, corporate reform, puts undervalued Japanese equities in a very attractive position...

Fund Research
AVI Japan Opportunity Trust

AVI is launching a small and mid cap focused Japanese equities trust to take advantage of what it believes to be the most compelling opportunity in its three decades of investing in the country...

Close

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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.