Complete your registration today for a chance to win £50 John Lewis vouchers in our weekly draw
Enter now
Home
Funds
Ratings
Research Archive
Guides
Events
About
Trust Intelligence from Kepler Partners
Investor
Edition
Wealth Manager
Edition
Log in
March 2021
Strategy
Shoot to Thrill: ISA targets for long term growth
Callum Stokeld
We all intend to invest for the long-term but can often be distracted by the news...
Callum Stokeld
24 Mar
24 Mar
Events
Spring Conference '21
Pascal Dowling
Audio and presentations from 21 of the UK’s leading investment trust managers…
Pascal Dowling
10 Mar
10 Mar
Replay
Slides and Audio: Allianz Technology Trust
Kepler Trust Intelligence
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 03 March...
Kepler Trust Intelligence
04 Mar
04 Mar
Head to head
East End boys and West End girls
Kepler Trust Intelligence
Our analysts debate whether the US or Asian stock markets will deliver the best returns over the next decade…
Kepler Trust Intelligence
31 Mar
31 Mar
January 2021
Strategy
Kepler's top-rated investment trusts for 2021
Thomas McMahon
We update our annual quantitative ratings for investment trusts…
Thomas McMahon
20 Jan
20 Jan
December 2020
Fund Research
Allianz Technology Trust
David Johnson
ATT offers a unique portfolio of technology stocks, performing strongly during COVID-19…
David Johnson
16 Dec
16 Dec
November 2020
Head to head
Hope springs eternal
Kepler Trust Intelligence
The US election has given long-suffering value investors new hope of a 'great rotation' in their favour, but that light at the end of the tunnel could in fact be a train…
Kepler Trust Intelligence
19 Nov
19 Nov
August 2020
Head to head
Trump v. Biden
Kepler Trust Intelligence
Two of our analysts debate who will win the US election and what that means for markets…
Kepler Trust Intelligence
26 Aug
26 Aug
July 2020
Strategy
Why stagflation is likely and how to protect your portfolio from it
Thomas McMahon
Our analysis suggests a combination of cost-push inflation and economic hardship could lead to a short, but unpleasant, period of stagflation...
Thomas McMahon
15 Jul
15 Jul
Strategy
The next big thing: two mega-trends that everyone should own
William Heathcoat Amory
Tech seems to beat every other sector hands down – in both up and down markets – but nothing lasts forever. Where else should investors be looking for secular growth themes?
William Heathcoat Amory
09 Jul
09 Jul
May 2020
Strategy
Riding for a fall?
Thomas McMahon
We ask what could derail the multi-year tech boom…
Thomas McMahon
20 May
20 May
Small Caps
Sea change
Callum Stokeld
While global giants like Amazon still hold the weather gauge, we examine the long term prospects for a shift in the prevailing wind...
Callum Stokeld
14 May
14 May
Events
Braving the new world
Kepler Trust Intelligence
Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...
Kepler Trust Intelligence
13 May
13 May
April 2020
Fund Research
Allianz Technology Trust
William Heathcoat Amory
Active specialist manager, performed strongly in the COVID-19 downturn...
William Heathcoat Amory
15 Apr
15 Apr
October 2019
Fund Research
Allianz Technology Trust
Callum Stokeld
The Allianz Technology Trust invests in a portfolio of technology companies, with a bias towards mid-cap companies with significant earnings growth potential...
Callum Stokeld
02 Oct
02 Oct
April 2019
Strategy
Because they're worth it
William Heathcoat Amory
With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...
William Heathcoat Amory
10 Apr
10 Apr
March 2019
Fund Research
Allianz Technology Trust
A very actively managed specialist trust, with one of the most experienced technology investment teams in the world at the helm...
29 Mar
29 Mar
October 2018
Strategy
The Trump effect
William Sobczak
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...
William Sobczak
31 Oct
31 Oct
Fund Research
Allianz Technology Trust
William Heathcoat Amory
Allianz Technology Trust is a very actively managed specialist investment trust, managed by one of the most experienced technology investment teams in the world...
William Heathcoat Amory
31 Oct
31 Oct
April 2018
Fund Research
The $23.9 trillion dollar question*
Are US equities, which have hit record highs on 71 occasions in the last 12 months, overpriced or are they actually trading at a price worth paying?
26 Apr
26 Apr
Fund Research
Allianz Technology Trust
Allianz Technology Trust (ATT) offers exposure to companies involved in 'innovative disruption' in sectors as wide ranging as automobiles, advertising, security, retail and web services
26 Apr
26 Apr
March 2018
Strategy
Keep calm and carry on...
Cherry Reynard
We examine the reaction of investment trust discounts amid recent market volatility...
Cherry Reynard
09 Mar
09 Mar
October 2017
Strategy
Winners and losers from tomorrow’s world
William Heathcoat Amory
We highlight a subsection of managers and strategies which aim to identify and profit from innovative disruption in the global economy...
William Heathcoat Amory
05 Oct
05 Oct
Fund Research
Polar Capital Technology
Kepler Trust Intelligence
A global technology trust that has outperformed over the longer term by focusing on companies that are driving disruptive technological change...
Kepler Trust Intelligence
05 Oct
05 Oct
Fund Research
Allianz Technology Trust
Non-independent research
A highly-active, concentrated and stockpicking trust aiming to deliver long-term returns by focusing on technology companies from around the world...
Non-independent research
04 Oct
04 Oct
February 2017
Strategy
Don’t wanna be an American idiot…
Pascal Dowling
After such a chaotic start to Donald Trump's presidency, we look at potential options for investors in the US equity space...
Pascal Dowling
28 Feb
28 Feb
Welcome to Kepler Trust Intelligence
Email
Please enter a valid email address
{{item.msg}}
Password
Forgot your password?
Please enter a valid password
{{item.msg}}
Create an account
Login
Email
Please enter a valid email address
{{item.msg}}
Back to login
Reset Password
Please check your email. If an account exists you'll be sent instructions on how to reset your password.
Back to login
Close
To ensure that we are able to provide content which is appropriate for you, please tell us a little about yourself.
What type of investor are you?
Please choose an option
{{item.msg}}
What company do you work for?
Please enter a company name
{{item.msg}}
Where are you based?
Please enter a location name
{{item.msg}}
What platforms do you trade on?
Please choose an option
{{item.msg}}
Please specify which platform you use...
Please enter a platform
{{item.msg}}
How big is your investment portfolio?
Please choose an option
{{item.msg}}
Which investment trust(s) are you a director for?
Please enter a trust
{{item.msg}}
I confirm that I am not a resident of the United States of America.
?
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}}
Receive a weekly summary of the latest research
Please select an option
{{item.msg}}
Create a free account to get full access to Kepler Trust Intelligence
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}}
First Name
Please enter your first name
{{item.msg}}
Last Name
Please enter your last name
{{item.msg}}
Email*
Please enter a valid email address
An account already exists with this email - have you
forgotten your password?
{{item.msg}}
Password*
Please enter a valid password
{{item.msg}}
Password Confirmation*
Please enter a valid password
{{item.msg}}
Already got an account?
I've already registered
Create account
Confirm
How will this information be used?
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.
Our Website uses Cookies
Cookies are small text files held on your computer. They allow us to give you the best browsing experience possible and mean we can understand how you use our site. Some cookies have already been set. You can delete and block cookies, but parts of our site won’t work without them. By using our website you accept our use of cookies. For further information please refer to the
Kepler Privacy Notice
.
Prize Draw
Please read our Prize Draw
terms and conditions
before proceeding.
Sign in with Google
Sign in with LinkedIn
Sign in with Microsoft
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
{{item.name}}
x
Browse all funds
Continue
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.