Kepler Trust Intelligence

In our latest strategy article, we identify the trusts that use the distinctive features of the investment trust structure to the full. Read more here: https://lnkd.in/d_jedCZM Capital at risk.

Kepler's David Brenchley explains how to make an investment portfolio greater than the sum of its parts with a more holistic approach to how he assesses his portfolio. Read more here: https://lnkd.in/d8248N52 Capital at risk.

In its annual results, International Biotechnology Trust Plc demonstrates that it continues to outperform its index, showcasing the benefits of an active management approach. Read our full analysis of the results here: https://lnkd.in/dEemwPKi Capital at risk.

In this episode of Trust Issues, we speak to Paul Major, co-portfolio manager of Bellevue Healthcare Trust about GLP-1s, commonly known as weight-loss drugs, other innovations within healthcare and the outlook for the sector and smaller companies more broadly. Listen here: https://lnkd.in/dFDUTv4c Capital at risk.

Our latest 'Trusts in Focus' video provides an overview of Golden Prospect Precious Metals Investment Fund, exploring the trust's investment objective, performance and portfolio allocations. Watch the full video here: https://lnkd.in/du5vgSw2 Capital at risk.

Schroder BSC Social Impact's annual results highlight how the trust offers an attractive, well-backed income, whilst trading at a wide discount. Read our full analysis here: https://lnkd.in/dZb46gS4 Capital at risk.

Have your say on how investment trust costs should be disclosed. With the industry at a potentially critical juncture, we believe it is important to get the views of as many stakeholders as possible and would like to hear your views, with a prize draw on offer for those who respond to our survey. Take our survey here: https://lnkd.in/dwSz8sB6 Capital at risk.

Schroder Oriental Income's final results demonstrate strong performance in both absolute and relative terms, driven by tech exposure, with over twice the return of the trust's formal benchmark. Read our full analysis here: https://lnkd.in/dyecAJQJ Capital at risk.

Kepler's Ryan Lightfoot-Aminoff will be speaking in Asset TV's Future Trends in Investment Trusts event on 6th November, as part of a discussion with James Thom, Manager of abrdn New India Investment Trust PLC, covering the fund's strategy and performance. Register here to watch: https://lnkd.in/dWXagadp Capital at risk.

Tune in to our new Market Matters podcast, where we discuss big picture market insights with leading investment experts. The first episode features a conversation with Charlotte Cuthbertson, co-manager of MIGO Opportunities Trust, covering topics from investment trust discount opportunities to the key drivers of stock market performance over the next year against a backdrop of political and macroeconomic change. Listen here: https://lnkd.in/dFjp4jRT Capital at risk.