October 2019
Fund Research
TR Property

Specialist property trust, which has consistently outperformed its benchmark…

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…

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…

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…

September 2019
Fund Research
TR European Growth

TRG looks to deliver strong capital returns through a portfolio of some of Europe’s most exciting opportunities…

Fund Research
Miton Global Opportunities

Using a diverse array of eclectic investment trust strategies, MIGO seeks to build a portfolio of trusts with significant embedded value...

Fund Research
Aberdeen Smaller Companies Income

Offering income seekers a chance to diversify their source of dividends, ASCI has a portfolio of smaller companies with strong growth potential…

Fund Research
Securities Trust of Scotland

Led by Mark Whitehead, STS offers an attractively valued portfolio of global equities...

Fund Research
Impax Environmental Markets

IEM invests in companies which are helping the transition from depletive models to sustainable ones…

Fund Research
Hipgnosis Songs

SONG owns and manages songwriter royalties, aiming to deliver a high income and capital growth...

Fund Research
Greencoat UK Wind

UKW invests in operating wind farms, aiming to provide an RPI-linked dividend and preserve the real value of the NAV…

Fund Research
Mid Wynd International

Mid Wynd aims to identify companies which can generate long-term growth whilst keeping a sharp eye on protecting investors’ wealth during negative periods…

Fund Research
Schroder Japan Growth

Despite clear continuity of management style, the retirement of Andrew Rose has seen this trust move to a wide discount versus peers...

Fund Research
River & Mercantile UK Micro Cap

On a discount of 20% this trust could be an interesting option for those who believe the UK will at some point bounce back..

Fund Research
ScotGems

A highly concentrated portfolio, with a focus on capital preservation, makes for an interesting mix for investors in the current volatile market conditions…

Fund Research
Fidelity China Special Situations

Fidelity China Special Situations has outperformed its index by over 20% in five years...

Fund Research
Woodford Patient Capital Trust

We see few reasons for the currently very wide discount to narrow any time soon...

Welcome to Kepler Trust Intelligence

Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority.
Please enter a valid email address
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid email address
{{item.msg}}
Please check your email. If an account exists you'll be sent instructions on how to reset your password.
Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority. To ensure that we are able to provide content which is appropriate for you, please tell us a little about yourself.
Please choose an option
{{item.msg}}
Please enter a company name
{{item.msg}}
Please enter a location name
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a platform
{{item.msg}}
Please choose an option
{{item.msg}}
Please select a range
{{item.msg}}
Please enter a trust
{{item.msg}}
?
The information contained herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). The investment funds referred to herein have not been registered in the United States under the Investment Company Act of 1940 and units or shares of such funds are not registered in the United States under the Securities Act of 1933.
Please confirm
{{item.msg}}
View an example
Please select an option
{{item.msg}}
See benefits
A free Kepler Trust Intelligence account allows you to access premium content including the ‘Kepler View’ – our verdict on the trusts we cover – and historical research so you can see how our view has changed over time. An account also unlocks useful facilities like the ‘follow’ button which lets you keep track of the trusts you’re interested in and as a logged in user you can also download PDFs of our research, and choose the layout of the page you’re reading to suit your preference. We will not share your details unless you give us permission to do so, and we won’t bombard you with emails – we only send one a week.
Please select an option
{{item.msg}}
Please enter your first name
{{item.msg}}
Please enter your last name
{{item.msg}}
Please enter a valid email address
An account already exists with this email - have you forgotten your password?
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid password
{{item.msg}}
Your answers help us to tailor our content to relevant investment trusts, and to ensure that the asset allocation and portfolio strategy research we produce is appropriate to our userbase. We do not share your personal information and your answers are not linked to your identity for marketing purposes.
Need help?

One more thing...

Did you know, you can 'follow' individual trusts on Kepler Trust Intelligence? Use the functions below to set up alerts and we'll send you research and updates on your chosen trusts.

Suggested trusts to follow

Browse all funds
Need help?
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.