Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
Kepler Partners
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Can we expect broader consolidation among investment trusts?
The investment trust sector is increasingly willing to take difficult choices to deliver shareholder value
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Witan Alliance merger ‘best-fit outcome’, but questions raised over WTAN’s trust holdings
Some 8% of Witan’s portfolio is invested in other trusts
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Can smaller trusts survive without consolidation?
The trust sector has seen increased M&A in recent times, while investors have highlighted concerns over illiquid, sub-scale funds
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Research firm reverses stance on Woodford discount
Kepler had previously claimed Neil Woodford was the victim of ‘tall poppy syndrome’
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‘Cult of personality’ drives high profile trust launches
But are big names enough to get these trusts off the ground?
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The five worst absolute return funds in August
Which alternative Ucits landed in the bottom of Kepler Partners’ global index last month?
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Five trusts with the most eye-watering premiums
Bull market sees dearest investment trusts trading at double-digit premiums
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Odey on the rise as alternatives sector stumbles
Crispin Odey’s investment firm has generated some of the best returns in the alternative Ucits space, as the sector struggles to cope with higher volatility and a stronger dollar in H1.
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Kepler launches trust income ratings
Research and advisory boutique Kepler Partners has launched an income rating system for investment trusts as it recognises the shortcomings of focusing solely on yield.
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Kepler joins with Ibbotson’s Zebra for first Ucits fund
Kepler Partners has raised $81m for its Kepler Liquid Strategies Ucits platform, giving investors access to its first fund managed by the Roger Ibbotson-led Zebra Capital Management.
