October 2019
Opinion
All that glitters? The case for and against gold

Two of our analysts go head-to-head, debating whether gold is the ultimate safe haven asset...

Fund Research
Smithson

Smithson invests in a concentrated portfolio with a disciplined process focusing on the highest quality businesses in the small and mid-cap market...

Fund Research
HICL Infrastructure

Institutional quality infrastructure assets, delivering an attractive income...

Strategy
Sail away: the best trusts to escape the UK

We look under the hoods of Global sector trusts to see which offer the best diversification prospects for UK investors...

News & Events
Flash Update - JPMorgan Global Core Real Assets

JARA showing momentum in the aftermarket following IPO...

Fund Research
BlackRock World Mining Trust

BRWM's wide discount to NAV, in an already under-owned sector, could offer potential for a rerating...

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
VPC Specialty Lending Investments

VSL offer a yield of over 10% from an asset-backed portfolio of loans…

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
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
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…

Features
Natural resources - time for another look?

The natural resources sector is changing: investors may want to rethink their long-held views..

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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.