August 2019
Strategy
All change: a closer look at the AIC's revised sectors

We examine the AIC's revised sector classifications and discuss whether further improvements could be made...

Features
Exploring the next frontier

The world’s developing markets may look and feel like large emerging markets, but they bring something new for investors. The team at BlackRock explain why…

Fund Research
Aberdeen New India

Aberdeen New India buys high quality stocks exposed to the fast-growing Indian economy….

Features
Exclusive access: tapping into the exciting opportunities favoured by institutions

We explore how Third Point Offshore Limited gives ordinary investors access to institutional-level tactical investing...

Strategy
Dangerous ground: the perils of market timing

Our research shows that attempting to time the market is, more often than not, a mug's game...

News & Events
New feature: follow this fund

Kepler Trust Intelligence readers can now follow a trust to receive instant notifications when the research is updated...

Fund Research
Edinburgh Dragon

This Asia focused trust remains on a far wider discount than its peers despite a marked improvement in performance...

Fund Research
Majedie Investments

Majedie Investments (MAM) offers a solid income combined with a diversified allocation to a range of funds....

Fund Research
JPMorgan Smaller Companies Investment Trust

The managers of JPMorgan Smaller Companies apply a clear, consistent process to UK smaller companies to produce consistent returns...

Fund Research
Chelverton UK Dividend Trust

Chelverton UK Dividend Trust (SDV) is an income-generating smaller companies UK trust...

Fund Research
JPMorgan Indian Investment Trust

JPMorgan Indian (JII) owns a portfolio of Indian equities, with a bias to quality, invested over the long term...

Fund Research
Aberdeen Standard Asia Focus

Aberdeen Standard Asia Focus (AAS) aims to generate long-term capital growth from a valuation-sensitive approach to Asian smaller companies..

Fund Research
JPMorgan Global Growth & Income

JPMorgan Global Growth & Income combines a strong track record of NAV growth with a robust yield...

Strategy
Rethinking UK equity income

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 alterna...

July 2019
Fund Research
JPMorgan Global Core Real Assets

JARA is a proposed investment company that will aim to generate an attractive income and total return by investing in diverse real assets sectors that are usually only accessible to institutional i...

Fund Research
Fundsmith Emerging Equities Trust

FEET applies the same rules as the popular global open-ended fund to emerging markets...

Strategy
Fool's gold?

We examine the relationship between how much a fund costs and how it performs, with surprising results...

Fund Research
Monks Investment Trust

Monks offers a highly active approach to investing in global equities...

Strategy
Ready for action

In the second part of our active management series, we assess the most active managers across the major closed-ended equity sectors…

Opinion
How the FCA missed the target on open-ended fund boards

In a bid to keep up with investment trusts, new rules are coming into effect requiring independent directors for OEICs. Will these changes help prevent another Woodford?

Fund Research
Lowland Investment Trust

The managers of Lowland run a diversified portfolio of mainly UK companies, paying very little regard to the benchmark...

Fund Research
JPMorgan Mid Cap

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

Fund Research
JPMorgan Emerging Markets

JPMorgan Emerging Markets uses deep resources to identify companies with the potential to continue compounding earnings faster than the market...

Fund Research
Aberdeen Japan

The trust will offer a more substantial income this year than in the past...

People
An industry icon

Stalwart of the investment trust sector Gervais Williams explains how a three decade history with trusts has informed his thinking...

Strategy
Push-me pull-you

Two contrasting influences are dominating the outlook for Asian markets - we analyse them and how Asia trusts are positioning their portfolios in response...

Fund Research
Schroder Asian Total Return Investment Company

Schroder Asian Total Return seeks to limit the volatility of Asian stock markets while capturing the best stocks...

Fund Research
JPMorgan Claverhouse

JPMorgan Claverhouse is a high conviction UK equity trust, which has handsomely outperformed its peers and index...

Fund Research
JPMorgan Asian

With a team-based approach, JPMorgan Asian has outperformed in each calendar year since 2015...

Fund Research
Invesco Asia

Invesco Asia offers a diversified portfolio that has outperformed in a variety of market conditions...

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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.