February 2019
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...

Fund Research
Menhaden

With a refreshed investment philosophy, this out-of-favour trust is starting to deliver good returns...

Fund Research
Scottish American Investment Company

The trust's shift to an 'income growth' focus continues to pay dividends and performance versus peers has been strong...

Fund Research
BlackRock Commodities Income

A conviction-led approach to delivering a high income from the global mining and energy sectors...

Fund Research
NB Global Floating Rate Income Fund

Based on the Q3 dividend (and annualising it), the trust currently offers a prospective yield of 4.9%...

Fund Research
Aberdeen Smaller Companies Income

Under the watchful eye of a new manager, Aberdeen Smaller Companies Income targets income and capital growth from UK smaller caps...

January 2019
Strategy
The Income Portfolio

We reveal our investment trust picks for a mixture of income and capital growth...

Strategy
The Annuity Portfolio

We reveal our investment trust picks for a high income ...

Strategy
The Growth Portfolio

Our ten investment trust picks for long-term capital growth...

Strategy
Simply the best

We reveal the next step in the evolution of our model portfolios...

Fund Research
SQN Secured Income Fund

SSIF targets a high monthly dividend from direct and platform lending to SMEs...

Fund Research
Securities Trust of Scotland

Securities Trust of Scotland (STS) is a broadly diversified global equity income portfolio offering a solid yield of 3.8%...

Features
Invesco
Invesco: the 2019 outlook for global equities

A decade after the global financial crisis, we’re seeing a mixed bag of growth. What does Nick Mustoe, Invesco’s Chief Investment Officer, think lies ahead?

Features
Invesco
Mark Barnett: the outlook for UK equities in 2019

With uncertainty over Brexit clouding the view, Mark Barnett, Invesco’s Head of UK Equities, provides his investment outlook for 2019.

Strategy
There may be trouble ahead

We analyse why multi-asset macro funds have struggled and attempt to identify some possible closed-ended alternatives...

Fund Research
ICG Enterprise Trust

Differentiated access to an asset class that continues to outperform...

Fund Research
Ruffer Investment Company

This trust is well positioned to perform well if markets bounce, or the sell-off intensifies...

Fund Research
BH Global

This trust seeks to generate strong risk adjusted returns in all market conditions...

Fund Research
Gabelli Merger Plus+ Trust

Gabelli Merger Plus offers returns uncorrelated to equity markets and a 5% dividend yield on NAV...

Fund Research
Mid Wynd International

A trust that aims to grow real wealth through investing in high-quality stocks across the world...

Features
Room for growth

When Tom Slater first came across Airbnb’s Brian Chesky, he didn’t spot the magic. Here the joint manager of Scottish Mortgage Investment Trust explains why he changed his mind....

Strategy
Class of 2018...

After a flood of new investment trust launches in 2018, we examine their progress so far...

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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.