July 2018
Fund Research
TwentyFour Income Fund

TwentyFour Income Fund targets a 6%-9% return with a minimum 6p dividend a year from a portfolio of asset-backed securities with floating rate coupons...

Fund Research
Murray International

Bruce Stout remains resolutely bearish and the portfolio continues to underperform against a momentum driven backdrop..

Fund Research
Edinburgh Investment Trust

A large UK focused investment trust with a strong long-term record trading on a deep discount thanks to an out-of-favour style...

Fund Research
Witan

This well known global generalist has been hurt by its UK exposure this year as the Brexit debacle trundles on...

Opinion
Mark Barnett: Finding opportunity in financials...

Mark Barnett highlights the UK’s alternative finance market, which has caused disruption to the traditional forms of credit since the Great Financial Crisis...

Strategy
The devil and the deep blue sea...

We are making a number of changes to our model portfolios, which have prospered (for the most part!) in a challenging environment...

Strategy
The Endurance Growth Portfolio

The purpose of the Endurance Growth Portfolio is to generate long-term capital growth with a bias towards quality and defensive characteristics...

Strategy
The Evergreen Annuity Portfolio

Our Evergreen Annuity Portfolio was set up to provide a high income, rising at least in line with inflation...

Strategy
The Bulletproof Income Portfolio

Our Bulletproof Income Portfolio was set up to illustrate the benefits of investment trusts in providing a stable income...

Fund Research
Bluefield Solar Income Fund

A diversified portfolio of large scale solar energy parks in the UK, with the objective of delivering a long term stable yield...

Fund Research
The Renewables Infrastructure Group

The Renewables Infrastructure Group (TRIG) seeks to provide investors with long-term, stable dividends whilst preserving the capital value of its investment portfolio...

Strategy
A new dawn

As the sun sets on fossil fuels, we examine the opportunities for investors in the burgeoning listed renewable infrastructure sector...

Fund Research
Majedie Investments

Majedie Investments aims to maximise total return whilst increasing dividends by more than the rate of inflation over the long term...

Fund Research
Scottish Mortgage Investment Trust

Scottish Mortgage is a global equity portfolio run via a highly concentrated, growth-orientated stockpicking approach...

Fund Research
The Independent Investment Trust

A highly idiosyncratic trust, which has delivered strong returns over the long term...

Fund Research
Finsbury Growth & Income

A highly idiosyncratic UK growth trust with a very concentrated portfolio and a low turnover stock picking approach...

Fund Research
Strategic Equity Capital

A very concentrated UK small caps portfolio managed with a completely unconstrained approach...

Fund Research
Go big or go home

The overwhelming evidence is that fund managers who are willing to back their convictions with punchy bets are the ones that tend to outperform by the highest margin...

Fund Research
NB Global Floating Rate Income Fund

The trust is designed for investors seeking income in any environment, with a duration of close to zero and a yield likely to rise with interest rates

Fund Research
Alliance Trust plc

Alliance Trust has changed its spots dramatically, adopting an interesting portfolio management approach that uses 8 sub-managers, each tasked with managing a highly concentrated portfolio...

Video
Invesco Perpetual
Outlook for Asia: still positive?

Invesco's Ian Hargreaves gives his take on the trade war and more...

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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.