February 2019
Fund Research
HICL Infrastructure

Predictable cashflows, uncorrelated to the economic cycle

Strategy
Sweet treats

Eight trusts with the potential for strong returns, currently sitting on unusual discounts...

Fund Research
Henderson Opportunities Trust

The trust is trading on a 16% discount, making it one of the cheapest UK equity trusts...

Fund Research
Miton Global Opportunities

A highly differentiated fund of investment trusts, which has delivered annualised returns of 7.5% since launch in 2004...

Features
Room for growth

When Tom Slater first came across Airbnb’s Brian Chesky, he didn’t spot the magic. Here the joint manager of Scottish Mortgage Investment Trust explains why he changed his mind....

Strategy
Income for the long haul

With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...

Fund Research
City of London Investment Trust

The trust with 52 years of dividend growth, and counting...

People
Why history matters

We speak to Professor Russell Napier, founder of Edinburgh's Library of Mistakes - and find out why he thinks past performance really can be a guide to the future...

Fund Research
Aberdeen Standard Asia Focus

The trust returned to form last year with strong relative returns as its focus on quality was rewarded in rough markets...

Fund Research
Menhaden

With a refreshed investment philosophy, this out-of-favour trust is starting to deliver good returns...

Fund Research
Scottish American Investment Company

The trust's shift to an 'income growth' focus continues to pay dividends and performance versus peers has been strong...

Fund Research
BlackRock Commodities Income

A conviction-led approach to delivering a high income from the global mining and energy sectors...

Fund Research
Aberdeen Smaller Companies Income

Under the watchful eye of a new manager, Aberdeen Smaller Companies Income targets income and capital growth from UK smaller caps...

January 2019
Strategy
Best in class

Revealing the top-rated investment trusts according to our new quantitative ranking system ...

Features
Invesco
Invesco: the outlook for global equities in 2019

A decade after the global financial crisis, we’re seeing a mixed bag of growth. What does Nick Mustoe, Chief Investment Officer, Henley Investment Centre, think lies ahead?

Features
Invesco
Mark Barnett: the outlook for UK equities in 2019

With uncertainty over Brexit clouding the view, Mark Barnett, Invesco’s Head of UK Equities based in Henely-on-Thames, provides his investment outlook for 2019...

Fund Research
SQN Secured Income Fund

SSIF targets a high monthly dividend from direct and platform lending to SMEs...

Fund Research
Securities Trust of Scotland

Securities Trust of Scotland (STS) is a broadly diversified global equity income portfolio, which has achieved a solid yield of 3.8%...

Strategy
There may be trouble ahead

We analyse why multi-asset macro funds have struggled and attempt to identify some possible closed-ended alternatives...

Fund Research
Ruffer Investment Company

This trust is well positioned to perform well if markets bounce, or the sell-off intensifies...

Fund Research
ICG Enterprise Trust

Differentiated access to an asset class that continues to outperform...

Fund Research
BH Global

Seeks to generate strong risk adjusted returns in all market conditions

Fund Research
Mid Wynd International

A trust that aims to grow real wealth through investing in high-quality stocks across the world...

Strategy
Class of 2018...

After a flood of new investment trust launches in 2018, we examine their progress so far...

Features
The bright side of Japan's labour crunch

Innovation is often born out of necessity. Praveen Kumar, manager of Baillie Gifford Shin Nippon and deputy manager of the Baillie Gifford Japan Trust, tells journalist Joji Sakurai that Japan’s s...

Fund Research
BH Macro

A feeder trust for the Brevan Howard macro hedge fund, which has seen resurgent performance in 2018...

Features
Discounts in focus: JPM Emerging Markets

Despite beating all of its peers over five years, and a highly experienced and well resourced manager, this trust continues to trade on a wide discount...

Features
BlackRock
Can metals be made to shine?

The team at BlackRock World Mining say lessons have been learned from the recent downturn, and highlight opportunities they see in the sector...

Fund Research
TR European Growth

A value-led strategy which aims to deliver capital growth through investing in small and medium-sized companies in Europe...

Fund Research
Standard Life UK Smaller Companies

Standard Life UK Smaller Companies has a relatively concentrated portfolio of quality growth stocks held for the long run...

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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.