Kepler Trust Intelligence

In this interview, Rhys Davies, fund manager of Invesco Bond Income Plus, discusses the trust's income-focused strategy, current market opportunities, and the role of gearing in enhancing returns. Watch now to hear more about the BIPS portfolio and strategy: https://lnkd.in/dxPBKpM8 Capital at risk.

The recording of our recent event with Baillie Gifford UK Growth's Iain McCombie is now live. Watch now to hear Iain discuss the opportunities in BGUK’s highly distinctive portfolio of growth companies, compelling valuations in UK markets, and some of the world-class companies based in the country. Watch here: https://lnkd.in/dDqmKMzP Capital at risk.

In the latest episode of our Market Matters podcast, we speak to Zenah Shuhaiber, CFA from JPMorgan European Growth & Income about the outlook for European stocks. Listen to the full discussion here: https://lnkd.in/dafujVzX Capital at risk.

In our latest results analysis, we look at how Ashoka India Equity has delivered strong returns during a challenging period. In the six months to 31/12/2024, AIE delivered a share price total return of 5.6% and a NAV total return of 5.7%, significantly outperforming the MSCI India IMI Index. Read more here: https://lnkd.in/dq8w68cw Capital at risk.

Catch up on our recent event with Cordiant Digital Infrastructure's Steven Marshall, where he talks through how the trust's portfolio acts as the plumbing of our interconnected digital world. CORD has scope to continue to develop its existing portfolio with value accretive acquisitions, as well as paying out a well-funded dividend as part of a total return offering. Watch here: https://lnkd.in/dDVsstyR Capital at risk.

In this video, HgT Chairman Jim Strang talks through the trust's annual results for 2024. HgT has navigated a challenging private equity investment environment, with strong underlying trading performance and an increase in investment activity driving a +10.4% NAV return. A narrowing of the discount to a modest premium over the period contributed to a +25.7% share price total return. Watch here: https://lnkd.in/dJsUAAzX Capital at risk.

Our ISA event series continues. Next week, join us for sessions with The Global Smaller Companies Trust's Nish Patel, CFA, BLACKROCK GREATER EUROPE INVESTMENT TRUST PLC's Stefan Gries, SCHRODER EUROPEAN REAL ESTATE INVESTMENT TRUST PLC's Bradley Biggins, CFA and Rockwood Strategic's Richard Staveley, to hear from the managers on the outlook for their respective strategies and have your chance to ask questions. Register here: https://lnkd.in/dzBYfrRa Capital at risk.

We take a look at the best SIPP providers on offer for investors, evaluating different options based on important factors including how much you can invest, the types of investments you can hold, the fees you’ll pay and your options on retirement, amongst other things. See the full ranking here: https://lnkd.in/dpCdXRdS Capital at risk.

Last year was a landmark year for Alliance Witan, following Alliance Trust's successful combination with Witan and its promotion to the FTSE 100. Watch our video below to hear Craig Baker and Dean Buckley talk through the trust's recent annual results. Link here: https://lnkd.in/dVqQuQ4y Capital at risk.

In our latest feature, we discuss why the infrastructure sector is coming of age for income-seeking investors, highlighting high-yielding investment trusts such as Sequoia Economic Infrastructure Income. Read more here: https://lnkd.in/dHEzUZha Capital at risk.