October 2019
Fund Research
GCP Student Living

DIGS offers exposure to an alternative property sector in high demand...

Fund Research
Jupiter European Opportunities

Run by one of the most successful fund managers in the investment trust universe, JEO offers exposure to exciting growth opportunities across Europe…

Fund Research
TR Property

Specialist property trust, which has consistently outperformed its benchmark…

Features
Thinking big on small companies

Certain beliefs persist around smaller companies: they are domestic in focus, can be volatile and may be illiquid. For these reasons, many investors often avoid this area of the market. In our view...

Strategy
Life on Mars: could inflation take us back to the '70s?

We discuss two potential catalysts for inflation - and the assets that could offer a hedge against it...

Fund Research
BMO Real Estate Investments

BREI offers a yield of 5.9% and a track record of superior income growth...

Fund Research
Ruffer Investment Company

RICA uses a range of asset classes to generate absolute returns for investors with an approach emphasising loss-aversion...

Fund Research
Invesco Perpetual UK Smaller Companies Trust

Fundamental stock pickers, aiming to achieve top quartile performance with below average volatility…

Fund Research
City of London Investment Trust

Fifty-three consecutive years of dividend growth, and counting…

Fund Research
VPC Specialty Lending Investments

VSL offer a yield of over 10% from an asset-backed portfolio of loans…

Strategy
Bond proxy?

As a replacement or complement for longer duration bonds, listed alternative income funds look an interesting, well… alternative..

Fund Research
The Renewables Infrastructure Group

Seeks to provide investors with long-term, stable dividends from an increasingly diversified portfolio of renewable energy assets…

Fund Research
Scottish Mortgage Investment Trust

Targeting significant growth opportunities across the world, SMT runs a concentrated portfolio of listed and unlisted equities...

Fund Research
BMO Managed Portfolio

With Income and Growth shares, the BMO Managed portfolio offers different solutions to investors with different objectives through investment in a diversified portfolio of investment companies...

Fund Research
Murray International

With a global portfolio skewed towards emerging markets, Murray International looks to invest in high quality companies with strong growth prospects at a reasonable price...

Fund Research
JPMorgan European IT - Income Pool

One of the only income vehicles across the European universe, JETI offers UK investors a unique way to diversify their income…

Opinion
Is a Brazilian breakthrough on the horizon?

Brazil's currency often upsets assumed norms, and current signs offer the possibility another twist is coming...

Fund Research
Miton UK MicroCap

Based around a clear macroeconomic view, MINI offers investors exposure to some of the most exciting opportunities within the UK…

Fund Research
Scottish Oriental Smaller Companies

SST’s more defensive approach has served it well in recent choppy markets…

Fund Research
Allianz Technology Trust

The Allianz Technology Trust invests in a portfolio of technology companies, with a bias towards mid-cap companies with significant earnings growth potential...

Fund Research
Gabelli Merger Plus+ Trust

GMPP seeks to generate uncorrelated absolute returns through investing in announced mergers..

Fund Research
Henderson Smaller Companies

The 11.5% discount for HSL offers an interesting entry point into a trust with an attractive yield and a long-term track record of capital appreciation in the UK smaller companies space…

Fund Research
The Bankers Investment Trust

With one of the most impressive track records for dividend growth, BNKR offers investors a well-diversified, value driven portfolio of global equities…

Features
Natural resources - time for another look?

The natural resources sector is changing: investors may want to rethink their long-held views..

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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.