October 2018
Fund Research
Allianz Technology Trust

Allianz Technology Trust is a very actively managed specialist investment trust, managed by one of the most experienced technology investment teams in the world...

Strategy
The Trump effect

Two years after the shock election of Donald Trump, we take a look at what the Trump administration has really meant for US markets and the trusts that invest in them...

Fund Research
BlackRock North American Income Trust

A diversified portfolio comprised mainly of US equities, BRNA produced almost double the return in NAV terms of the Russell 1000 Value index in 2017, and has comfortably outperformed the benchmark ...

Fund Research
JPMorgan American

One of few trusts in this sector to have outperformed the benchmark over five, ten and fifteen years...

Fund Research
Jupiter US Smaller Companies Trust

Performance has been dull over the medium term, however, 2018 has seen an extraordinary turnaround for the trust...

Fund Research
M&G Credit Income

An opportunity to invest in sectors usually restricted to institutional investors with a LIBOR plus 4% dividend...

Fund Research
Keystone Investment Trust

Keystone's portfolio has been revivified under the new manager, James Goldstone, and transitioned to a more value-orientated approach...

Fund Research
Invesco Perpetual UK Smaller Companies Trust

A consistent and cautious approach has contributed to Invesco Perpetual UK Smaller Companies outperforming over the longer term...

Strategy
Missing something?

As more and more of the world's most exciting companies delay listing, the opportunity in private companies has become too large to ignore...

Fund Research
Jupiter European Opportunities

Jupiter European Opportunities (JEO) has reigned supreme across the Europe for the past decade or so, in both consistency and extent of outperformance...

Fund Research
NB Private Equity Partners

NB Private Equity Partners focuses on direct equity and debt investments in private equity-backed companies, with investments made alongside private equity sponsors...

Fund Research
Standard Life Private Equity Trust

Standard Life Private Equity is a private equity fund of funds and is the only such trust with no performance fee...

Fund Research
Lowland Investment Trust

Run by James Henderson since the early 90's, Lowland aims to give shareholders a higher-than-average return coupled with capital and income growth...

News & Events
Flash update - ICG Enterprise Trust: interim results

Brief review of ICG Enterprise's 31st July interim results, announced 4 October 2018...

News & Events
The Investment Trust Advantage

Our recent conference for discretionary fund managers saw some of the UK's leading fund managers discussing the outlook for the world's major regions and asset classes...

In-depth
The results in detail...

The table shows the alpha generated for each strategy, along with a t-stat to measure the significance of the relationship...

Fund Research
International Biotechnology Trust

Five years on from the appointment of a new manager, this US-focused biotech trust has seen its fortunes transformed...

Strategy
Information overload

Our analysis shows the long-term case for emerging markets remains largely unaffected by much of the negative newsflow surrounding the sector...

Fund Research
Baring Emerging Europe

Baring Emerging Europe offers capital growth and a dividend yield from a unique portfolio of stocks in developing Europe...

Fund Research
Templeton Emerging Markets

Templeton Emerging Markets invests in emerging markets equities on a global basis aims to maximise total returns over the long run with a value-based, bottom up approach...

Strategy
We can be heroes

Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...

Fund Research
BlackRock Income and Growth Investment Trust

BlackRock Income & Growth (BRIG) aims to provide investors with a rising dividend, as well as capital growth over the long term...

Fund Research
Invesco Income Growth Trust

Invesco Income Growth is a cautiously-managed portfolio of UK equities, which aims to produce above inflation dividend growth but also capital growth in excess of the FTSE All Share...

Baillie Gifford
Baillie Gifford
Low hanging fruit

Why the UK market is ripe for stockpickers...

Fund Research
Edinburgh Dragon

This Asia Pacific ex Japan trust has undergone a significant transformation in recent years, with exposure to technology and China reflecting a new tilt towards quality...

Fund Research
Invesco Perpetual Select: Global Equity Income

IP Select Global Equity Income aims to offer investors a growing level of income, and capital appreciation over the long term.This is achieved through a concentrated portfolio of global equities...

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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.