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May 2019
SPONSORED
Should you worry about what Sterling will do next?
Simon Edelsten, Mid Wynd Investment Trust
Mid Wynd International Investment Trust's Sim Edelsten thinks not...
Simon Edelsten, Mid Wynd Investment Trust
01 May
01 May
March 2019
Video
A prudent approach
Artemis Investment Management
Alex Illingworth talks to Martin Stott about the team’s thematic approach to growing assets.
Artemis Investment Management
07 Mar
07 Mar
February 2019
Strategy
A marathon not a sprint
William Heathcoat Amory
Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long-term capital growth...
William Heathcoat Amory
27 Feb
27 Feb
People
History matters
Pascal Dowling
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...
Pascal Dowling
04 Feb
04 Feb
January 2019
Fund Research
Mid Wynd International
William Sobczak
A trust that aims to grow real wealth through investing in high-quality stocks across the world...
William Sobczak
15 Jan
15 Jan
December 2018
Year ahead
Ladies, gentlemen and non-binary persons, start your engines…
Pascal Dowling
With Britain only months away from the bright, sunlit uplands of Brexit and America officially ‘great’ again, we present a selection of ideas for what looks set to be a fascinating year…
Pascal Dowling
31 Dec
31 Dec
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
August 2018
Strategy
Feeling giddy?
Thomas McMahon
As markets look toppy, we consider a few equity trusts with different approaches to diversification and risk management...
Thomas McMahon
08 Aug
08 Aug
Fund Research
Mid Wynd International
Mid Wynd International is a core global equity offering which aims to grow wealth steadily through the cycle...
08 Aug
08 Aug
December 2017
Fund Research
Mid Wynd International
A global equity offering which aims to grow wealth with a clear focus on delivering steady returns throughout the cycle, and in particular avoiding downside capture during negative phases...
13 Dec
13 Dec
October 2017
Strategy
Roaring back…
Alex Paget
We analyse the drivers behind the significant outperformance of global active managers in 2017, following what was a very poor year for them in 2016...
Alex Paget
12 Oct
12 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
Strategy
Into the wilderness...
Alex Paget
In this detailed study of the global equity sectors, we analyse how managers are positioned in a world of high valuations and seismic political changes...
Alex Paget
22 Feb
22 Feb
Fund Research
Securities Trust of Scotland
Non-independent research
A global equity income fund with an experienced management team and a focus on dividend growth...
Non-independent research
21 Feb
21 Feb
Fund Research
Mid Wynd International
Investment Trust Intelligence
A core global equity portfolio with a flexible mandate and a focus on capital preservation…
Investment Trust Intelligence
21 Feb
21 Feb
October 2016
Strategy
Analysis - Going global
Alex Paget
As the prospect of a messy divorce from the EU becomes increasingly real, we look at ways to diversify your portfolio away from the UK...
Alex Paget
05 Oct
05 Oct
Fund Research
F&C Global Smaller Companies
Investment Trust Intelligence
An unusual global fund which offers exposure to smaller companies worldwide, and has increased its dividend every year for more than 45 years...
Investment Trust Intelligence
05 Oct
05 Oct
Fund Research
Martin Currie Global Portfolio
Investment Trust Intelligence
A globally diversified trust seeking to deliver income and capital growth, with a discount management policy in place which virtually eliminates discount volatility...
Investment Trust Intelligence
05 Oct
05 Oct
June 2016
Strategy
Broken Britain
Investment Trust Intelligence
As the UK enters a period of uncertainty the like of which has not been seen since the Suez Crisis, we highlight four trusts which have little exposure to our unfolding catastrophe....
Investment Trust Intelligence
27 Jun
27 Jun
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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.