September 2020
Features
Alliance Trust: more than meets the eye

Due to the high alpha approach, capital appreciation often gains the headlines, however ATST is also one of the most dependable income sources in the investment trust universe…

Strategy
Five small cap trusts on very wide discounts

The UK Smaller Companies Sector is battered and bruised, but bombed out valuations among trusts in the sector look interesting...

News & Events
Results analysis: US Solar Fund

US Solar Fund has made significant progress with its portfolio and expects dividends to be fully covered by operational cashflow from now on…

Fund Research
JPMorgan Russian Securities

JRS has substantially outperformed the average emerging markets trust over five years…

Fund Research
JPMorgan MidCap

JMF uses quant research and fundamental analysis to take advantage of investor psychology and market inefficiencies...

September 2020
Alternatives for income investors

In the face of unprecedented pressure on dividends, Kepler Trust Intelligence is pleased to invite you to join seven fund managers, all of whom pursue different strategies to generate a reliable in...

29 September 2020
Strategy
Time to switch horses?

We look at what returns are likely from equity markets in the coming decade and identify which alternatives could offer similar or greater returns for lower levels of risk…

Fund Research
Aberdeen New India

ANII’s quality characteristics could stand it in good stead in a weak economic period…

Features
No need for compromise

The volatility of global markets has illustrated how ‘all-in-one’ investment vehicles can be beneficial for investors. We look at ATST, which can offer diversification without compromising growth…

Fund Research
Asia Dragon

DGN’s focus on quality could prove attractive if the economic situation in Asia deteriorates…

Opinion
The results are in: Biden for president, just...

Our poll found little consensus among KTI users about who would win the keys to the White House...

Fund Research
Witan

WTAN has had a challenging 2020, but a refreshed line-up of managers makes the 7.8% discount potentially attractive…

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
Majedie

Improving performance in 2020 and a historically wide discount that values the holding in MAM at zero leave MAJE in an interesting position.....

Features
The unsung heroes of the stock market

Ciaran Mallon of Invesco outlines the case for the utilities sector here in the UK, which seems unconnected to the volatility created from the global COVID pandemic...

Fund Research
Aurora

ARR offers a highly concentrated portfolio of long-term value investments…

Strategy
Eating their cooking

Our analysis suggests that asset management businesses owned by the trusts they manage are on less demanding valuations than their listed equivalents...

Fund Research
BMO Commercial Property

BCPT has reintroduced a dividend at 50% of the previous rate and offers a 4.6% annualised yield, paid monthly...

Fund Research
JPMorgan American

In what has been a challenging year for investors, the benefits of JAM’s new approach are coming to the fore…

Features
What are the key market dynamics today?

Stephen Anness, manager of Invesco Perpetual Select Trust plc’s Global Equity Income share portfolio, considers the outlook for global equities after a roller-coaster year like no other…

Welcome to Kepler Trust Intelligence

Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority.
Please enter a valid email address
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid email address
{{item.msg}}
Please check your email. If an account exists you'll be sent instructions on how to reset your password.
Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority. To ensure that we are able to provide content which is appropriate for you, please tell us a little about yourself.
Please choose an option
{{item.msg}}
Please enter a company name
{{item.msg}}
Please enter a location name
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a platform
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a trust
{{item.msg}}
?
The information contained herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). The investment funds referred to herein have not been registered in the United States under the Investment Company Act of 1940 and units or shares of such funds are not registered in the United States under the Securities Act of 1933.
Please confirm
{{item.msg}}
Please select an option
{{item.msg}}
See benefits
A free Kepler Trust Intelligence account allows you to access premium content including the ‘Kepler View’ – our verdict on the trusts we cover – and historical research so you can see how our view has changed over time. An account also unlocks useful facilities like the ‘follow’ button which lets you keep track of the trusts you’re interested in and as a logged in user you can also download PDFs of our research, and choose the layout of the page you’re reading to suit your preference. We will not share your details unless you give us permission to do so, and we won’t bombard you with emails – we only send one a week.
Please select an option
{{item.msg}}
Please enter your first name
{{item.msg}}
Please enter your last name
{{item.msg}}
Please enter a valid email address
An account already exists with this email - have you forgotten your password?
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid password
{{item.msg}}
Your answers help us to tailor our content to relevant investment trusts, and to ensure that the asset allocation and portfolio strategy research we produce is appropriate to our userbase. We do not share your personal information and your answers are not linked to your identity for marketing purposes.
Need help?

One more thing...

Did you know, you can 'follow' individual trusts on Kepler Trust Intelligence? Use the functions below to set up alerts and we'll send you research and updates on your chosen trusts.

Suggested trusts to follow

Browse all funds
Need help?
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.