Kepler Trust Intelligence

In our latest episode of Trust Issues, we discuss BlackRock Smaller Companies, including the opportunity for investors in UK small-caps, an overview of the trust, current portfolio allocations, recent performance and the catalyst for a sustained recovery in the UK small-cap sector. Listen here: https://lnkd.in/dMbbSPWd Capital at risk.

Join us on 15th January for a spotlight session with Douglas Brodie, co-manager of EDINBURGH WORLDWIDE INVESTMENT TRUST PLC, to discuss exciting themes within the portfolio such as space exploration and quantum computing, the case for private companies, and the outlook for small-cap growth investing. Register here: https://lnkd.in/dQMbch4X Capital at risk.

We discuss why the UK small-cap sector offers some eye-catching opportunities for bargain-hunters, including those captured in the portfolio of BlackRock Smaller Companies. Read more here: https://lnkd.in/d_ftii2i Capital at risk.

Our team of analysts and investment specialists give their top fund picks for 2025, highlighting the investment trusts they think will deliver the best share price total returns in the year ahead. Read more here: https://lnkd.in/dtYWdXv4 Capital at risk.

BLACKROCK INCOME AND GROWTH INVESTMENT TRUST PLC has reported strong full-year results, with NAV total returns of 18.1% and a share price total return of 13.2%. Stock selection has driven the trust's excess returns vs the FTSE All-Share Index. Read our full analysis here: https://lnkd.in/duFxZxBe Capital at risk.

We explore how Ashoka India Equity is benefitting from diversification and higher potential alpha generation across its portfolio of small and mid-cap companies in the Indian market. Read more here: https://lnkd.in/dhB6eHZV Capital at risk.

In our latest special report, we look at companies within Edinburgh Worldwide Investment Trust's portfolio, explaining the various catalysts driving growth across different sectors and themes. Read more here: https://lnkd.in/dhtE6_Nr Capital at risk.

In our latest Trust Issues podcast, we speak to Thomas McMahon, CFA about BlackRock Frontiers, including BRFI’s investable universe, current sector and geographic weightings, recent performance and the long-term growth drivers for frontier markets. Listen here: https://lnkd.in/dw8S_GUe Capital at risk.

Jupiter Green's board has announced the conclusion of its strategic review and has proposed a scheme of reconstruction and voluntary liquidation of the trust. Read our analysis of the trust's six month results here: https://lnkd.in/dR66TZ9k Capital at risk.

In this month's Market Matters podcast, we speak to Jean R., co-manager of Schroder Uk Mid Cap Fund Plc, on a wide range of issues including recent performance of the FTSE 250, the possible de-equitisation of the UK stock market, current valuations, innovation by UK companies and the possible impact of Trump 2.0. Listen here: https://lnkd.in/d5KHgctC Capital at risk.