July 2020
People
James Goldstone

James Goldstone manages a number of UK and pan-European equity mandates at Invesco’s Henley-on-Thames office, including Keystone Investment Trust and the UK Equity Share Portfolio of Invesco Perpet...

Fund Research
BlackRock Income & Growth

BRIG aims to provide investors with a rising dividend, as well as capital growth over the long term...

Opinion
To be, or not to be (geared), that is the question

Gearing is part of the toolkit that trusts use to outperform OEICs. But how is it best implemented?...

Fund Research
European Opportunities

A torrid 2020 for JEO means it is on an attractive discount...

Fund Research
AEW UK REIT

AEWU has maintained its high dividend during the pandemic so far, and yields an exceptional 11%...

Fund Research
BlackRock Greater Europe

The strongest-performing trust in the sector over the past five years, BRGE offers a portfolio of high-growth European opportunities…

Fund Research
Gabelli Value Plus+

Gabelli Value Plus offers exposure to value opportunities in US stocks trading at a discount to their value to an informed buyer...

Fund Research
JPMorgan European Smaller Companies

With an exceptional track record, JESC offers a balanced portfolio at an attractive discount…

Fund Research
Murray International

MYI offers capital growth and an attractive level of income through an equity and fixed income portfolio of global companies…

Strategy
A game of four quarters

Seven trusts, two quarters. Are our team still happy with their trust picks for 2020?

Fund Research
Dunedin Income Growth

Seeking to grow income, and with substantial revenue reserves, DIG invests primarily in UK companies...

Features
Active ownership of private equity in a crisis

An active approach is an effective means to minimise risks and maximise returns.

Strategy
Why stagflation is likely and how to protect your portfolio from it

Our analysis suggests a combination of cost-push inflation and economic hardship could lead to a short, but unpleasant, period of stagflation...

Fund Research
Oakley Capital Investments

OCI, trading on a historically wide discount, is approaching an important NAV update/capital markets event...

Fund Research
Ashoka India Equity

AIE is the top-performing India specialist trust and is trading on a rare discount…

Fund Research
Miton Global Opportunities

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

Strategy
The next big thing: two mega-trends that everyone should own

Tech has beaten almost everything hands down – but nothing lasts forever. Where else should investors be looking for secular growth themes?

Fund Research
BlackRock North American Income

BRNA offers a 5% yield from a portfolio of high quality US companies…

Fund Research
Martin Currie Global Portfolio

One of the most exciting trusts in the Global sector, MNP offers a concentrated portfolio of growth opportunities…

Fund Research
International Biotechnology

IBT offers a differentiated exposure to a secular growth theme complemented by a solid yield…

Fund Research
Mobius Investment Trust

MMIT is a punchy small and mid-cap trust with a highly differentiated portfolio to its peers…

Fund Research
Impact Healthcare REIT

IHR offers long-term, inflation-linked income backed by a mix of public and private funding…

Fund Research
BlackRock Energy and Resources Income

Transformational changes, together with a reaffirmed dividend target, mean BERI’s discount could be an attractive entry point…

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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.