January 2020
Fund Research
JPMorgan US Smaller Companies

One of the strongest performers in its North American sectors, JUSC, offers exposure to high-quality companies with strong management teams…

Fund Research
Ashoka India Equity

AIE offers a pure stock-picking portfolio of Indian equities with a unique fee structure…

Fund Research
Mercantile

This UK focussed trust has the lowest OCF in the sector and is also trading on a discount wider than average...

Fund Research
Henderson European Focus

HEFT’s wide discount offers an attractive entry point into an increasingly actively managed portfolio…

Fund Research
Invesco Asia

IAT’s cheap portfolio is positioned for a strong 2020 in Asian markets…

Fund Research
SQN Secured Income Fund

SSIF’s shares are yielding 8%, and it is one of few trusts to pay a monthly dividend…

Fund Research
Dunedin Income Growth IT

Seeking to grow income, and with substantial revenue reserves, DIG invests primarily in UK companies...

Fund Research
Alliance Trust

ATST offers exposure to some of the world’s best fund managers via a low cost manager of managers approach…

Fund Research
Henderson Diversified Income

HDIV offers a compromise between high yield and security…

Fund Research
BMO Global Smaller Companies

BGSC is a long-term favourite in the smaller companies universe that has recently slipped to a discount…

Fund Research
JPMorgan European Smaller Companies

Offering a unique approach to identifying opportunities, JESC is currently trading at an unusually wide discount…

Fund Research
Troy Income & Growth

Seeking to identify and invest in a portfolio of high quality companies, TIGT seeks to generate sustainable dividends and income and capital growth...

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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.