Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
These trusts are aimed at those who are concerned exclusively or almost exclusively with income. This could be those living off the income, perhaps in retirement, or others who are happy for their investments to potentially winnow away the capital value. The aim will be to pick those which will maintain their real capital value, but the risk in these sorts of investments of falls in capital value over the long run is higher as there is less of a growth element to make back losses if they have once been incurred.
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