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November 2020
Strategy
Britannia Redux?
Thomas McMahon
UK equities have been despised for almost five years and could offer extreme rebound potential…
Thomas McMahon
25 Nov
25 Nov
Events
Now that's what I call a discount!
Pascal Dowling
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
Pascal Dowling
11 Nov
11 Nov
REPLAY
Slides and Audio: Invesco Perpetual UK Smaller Companies
Kepler Trust Intelligence
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
Kepler Trust Intelligence
11 Nov
11 Nov
Fund Research
Invesco Perpetual UK Smaller Companies
William Heathcoat Amory
On a material discount once again, IPU looks attractive for long term investors...
William Heathcoat Amory
19 Nov
19 Nov
October 2020
Strategy
Spotlight on discounts
Thomas McMahon
As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…
Thomas McMahon
22 Oct
22 Oct
September 2020
Strategy
Five small cap trusts on very wide discounts
William Heathcoat Amory
The UK Smaller Companies Sector is battered and bruised, but bombed out valuations among trusts in the sector look interesting...
William Heathcoat Amory
17 Sep
17 Sep
June 2020
People
Jonathan Brown & Robin West
This stockpicking duo have managed the Invesco UK Smaller Companies trust as a team since 2014...
17 Jun
17 Jun
May 2020
Strategy
The fight in the dog
William Sobczak
We look at the characteristics which have separated the winners from the losers among small-cap trusts in the current crisis, with some surprising results...
William Sobczak
06 May
06 May
Fund Research
Invesco Perpetual UK Smaller Companies
William Heathcoat Amory
IPU has performed defensively during the selloff, and now trades on a small discount once again...
William Heathcoat Amory
01 May
01 May
March 2020
Features
Seeking big opportunities in UK smaller companies
Jonathan Brown & Robin West, Invesco UK Equities
Jonathan Brown & Robin West, Invesco UK Equities
11 Mar
11 Mar
November 2019
Strategy
Making the grade: Kepler's rated trusts report strong performance in 2019
Thomas McMahon
Earlier this year, we launched our new ratings for income and growth. Since then, the 40 trusts to have been awarded the elite Kepler Trust Intelligence ratings have performed strongly…
Thomas McMahon
20 Nov
20 Nov
October 2019
Features
Steady hands lead to smaller companies success
Kepler Trust Intelligence
Invesco Perpetual UK Smaller Companies offers investors a proven approach to a particularly compelling sector...
Kepler Trust Intelligence
30 Oct
30 Oct
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
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
24 Oct
24 Oct
September 2018
Strategy
Fake news...
William Sobczak
Small cap funds, despite their reputation to the contrary, are less volatile and have delivered better risk adjusted returns than their large cap peers...
William Sobczak
12 Sep
12 Sep
August 2018
Strategy
The income edge
William Sobczak
Last year saw investment trusts soar in popularity among both retail investors and wealth managers. We examine why this has happened, as well as the structural advantages of investment trusts for income-hungry investors...
William Sobczak
15 Aug
15 Aug
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
Video
Unearthing opportunities in smaller companies
Invesco Perpetual
Jonathan Brown and Robin West, UK Equities Fund Managers, explain how they identify prospects in the small cap market and how they have applied it to their portfolios.
Invesco Perpetual
08 Jun
08 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
April 2018
Strategy
The search for discounted yield
Pascal Dowling
We scour the investment trust universe for trusts offering chunky yields on a discount...
Pascal Dowling
05 Apr
05 Apr
October 2017
Fund Research
Invesco Perpetual UK Smaller Companies
Non-independent research
A smaller companies portfolio with a strong track record and an experienced management team offering an unusually high income...
Non-independent research
24 Oct
24 Oct
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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.