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...
Last update 25 July 2018

The purpose of our portfolios is to demonstrate the attractive qualities of investment trusts and highlight those funds we think best illustrate them. Three years on from their launch, we thought it was high time we reviewed whether our picks have lived up to our hopes, and considered whether we should be making any changes to our selections.

We have assumed an equal weighting to each trust in the portfolios, as we are assuming the notional investor is a non-professional, selecting a simple basket of trusts for the long run ('fire and forget'). However, it is at least as valid to consider the portfolios as shortlists of trusts we think display the relevant desirable characteristics.

We believe that the average investor is likely to trade too much thanks to behavioural biases, and so our intention is always to make the minimal amount of trades and limit how much we second-guess short-term market movements.

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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.