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November 2019
Strategy
Off to the races: Kepler's fund shortlists post strong performance
Thomas McMahon
We check in on our growth, income and annuity income shortlists launched earlier this year, which have performed strongly in 2019 to date...
Thomas McMahon
20 Nov
20 Nov
October 2019
Fund Research
Invesco Perpetual UK Smaller Companies
William Heathcoat Amory
Fundamental stock pickers, aiming to achieve top quartile performance with below average volatility…
William Heathcoat Amory
15 Oct
15 Oct
September 2019
Features
Realising potential on the financial front line
Jonathan Brown & Robin West, Invesco Perpetual UK Smaller Companies Investment Trust
Invesco UK Equities managers Jonathan Brown and Robin West discuss three stocks that have fulfilled their investment thesis over the last few years...
Jonathan Brown & Robin West, Invesco Perpetual UK Smaller Companies Investment Trust
06 Sep
06 Sep
August 2019
Strategy
Rethinking UK equity income
William Sobczak
Despite being a popular allocation for investors, the UK Equity Income sector is currently plagued by the problem of concentration. Our analysis suggests smaller companies could be a strong alternative source of diversified income…
William Sobczak
01 Aug
01 Aug
March 2019
Strategy
NEVeR MiND tHE B*LL*CKS
Thomas McMahon
We cut through the histrionics and discover, with surprising results, what life has really been like for British investors since David Cameron put it to 'the people'....
Thomas McMahon
27 Mar
27 Mar
Fund Research
Invesco Perpetual UK Smaller Companies
William Heathcoat Amory
A UK smaller companies fund which aims to achieve above average returns through the cycle with lower volatility...
William Heathcoat Amory
21 Mar
21 Mar
February 2019
Strategy
Income for the long haul
William Sobczak
With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
William Sobczak
06 Feb
06 Feb
January 2019
Strategy
The Growth Portfolio
Our ten investment trust picks for long-term capital growth...
30 Jan
30 Jan
December 2018
Strategy
Efficiency is everything
William Heathcoat Amory
With fee structures under increasing scrutiny, we analyse which trusts limit their costs without sacrificing standards...
William Heathcoat Amory
13 Dec
13 Dec
October 2018
Fund Research
Invesco Perpetual UK Smaller Companies
William Heathcot Amory
A consistent and cautious approach has contributed to Invesco Perpetual UK Smaller Companies outperforming over the longer term...
William Heathcot Amory
23 Oct
23 Oct
September 2018
Strategy
High flyers
William Sobczak
Our research shows small-cap managers adding consistently more alpha, and regulatory change means this could be an attractive time to invest in the sector...
William Sobczak
12 Sep
12 Sep
June 2018
Strategy
Pretty little things
Thomas McMahon
Many smaller companies managers have been shifting into micro caps in 2018, should investors be following suit?
Thomas McMahon
19 Jun
19 Jun
Fund Research
Invesco Perpetual UK Smaller Companies
A UK smaller companies fund which aims to achieve above average returns through the cycle with lower volatility...
19 Jun
19 Jun
March 2018
Income
The search for discounted yield
Pascal Dowling
We scour the investment trust universe for trusts offering chunky yields on a discount...
Pascal Dowling
22 Mar
22 Mar
November 2017
Fund research
Invesco Asia
Non-independent research
A top-performing trust that invests across Asia and across the market cap spectrum via a value-orientated strategy
Non-independent research
29 Nov
29 Nov
October 2017
Sector report
Patience is a virtue…
Alex Paget
We analyse the outperformance of UK small-caps and why it is so important to take a long-term view...
Alex Paget
25 Oct
25 Oct
Fund Research
Invesco Perpetual UK Smaller Companies
Non-independent research
A strong track record and a useful source of income
Non-independent research
24 Oct
24 Oct
Fund research
Rights & Issues
A very high octane but relatively unknown UK small-cap trust that has delivered significant outperformance and undergone a recent make-over...
24 Oct
24 Oct
July 2017
Fund managers
Apt student
Invesco CIO Nick Mustoe tell us he started out with just a university grant as seed capital for his first portfolio...
26 Jul
26 Jul
May 2017
Fund Research
Invesco Perpetual UK Smaller Companies
04 May
04 May
April 2017
Strategy
Size matters
Alex Paget
Our analysis proves that investment trusts really are the best way to access smaller companies, and exposes liquidity concerns for their open ended counterparts...
Alex Paget
26 Apr
26 Apr
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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.