May 2020
Fund Research
BlackRock Smaller Companies

BRSC has one of the strongest track records in the UK Smaller Companies universe, consistently outperforming the benchmark in rising and falling markets…

Fund Research
Manchester & London

MNL is a global trust which has made strong gains in recent years by investing in technology companies…

Fund Research
AVI Global

AGT seeks companies with high-quality growth assets trading at a discount to fair value…

Fund Research
TR European Growth

Utilising a unique process, TRG offers a value-tilted portfolio of smaller European companies…

Fund Research
NB Private Equity Partners

NBPE’s discount has widened dramatically, but its managers have already taken decisive steps to protect the trust…

Fund Research
BlackRock Latin American

BRLA invests in Latin America, where valuations could indicate a generational buying opportunity…

Fund Research
JPMorgan Emerging Markets

JMG’s patient, low-turnover approach has left it top of the performance tables…

Fund Research
Keystone

Now paying a quarterly dividend, KIT is a long-established trust with a valuation-focussed, bottom-up approach and a keen focus on governance...

Fund Research
Tritax Big Box REIT

BBOX invests in what might be the structural winners from the pandemic crisis…

Fund Research
Downing Strategic Micro-Cap

DSM is a highly concentrated micro-cap trust, on a ‘double discount’ of 69%...

Fund Research
Invesco Perpetual UK Smaller Companies

IPU has performed defensively during the selloff, and now trades on a small discount once again...

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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.