Investment Trust Kepler Research Reports
Kepler Research Reports
Kepler Trust Intelligence provides research and information for professional and private investors. Their fund analysis focuses on individual trusts, examining them in detail to create a snapshot picture that investors can use to aid their investment decisions.
Investment Trust Research reports
JPMorgan Claverhouse Investment Trust
JPMorgan Claverhouse (JCH) invests solely in the UK equity market. The trust has a track record of dividend growth which now stands at 47 consecutive years.
JPMorgan American Investment Trust
To invest in North American quoted companies including, when appropriate, exposure to small and micro capitalisation sectors.
JPMorgan European Smaller Companies Trust
JPMorgan European Smaller Companies (JESC) aims to provide capital growth from a portfolio of smaller companies in developed Europe, excluding the UK.
JPMorgan Global Core Real Assets Limited
JPMorgan Global Core Real Assets Limited (JARA) aims to generate an attractive income and total return by investing across real assets sectors which are usually only accessible to institutional investors.
The Mercantile Investment Trust
The Mercantile Investment Trust (MRC) looks to deliver long term capital growth from a portfolio of UK medium and smaller companies.
JPMorgan Global Growth & Income
The key aim of JPMorgan Global Growth & Income (JGGI) is to generate total returns in excess of that of the MSCI ACWI over the long term.
JPMorgan Mid Cap Investment Trust
JPMorgan Mid Cap (JMF) aims to generate long-term capital growth from investment in a portfolio of UK mid-cap stocks.
JPMorgan Japan Smaller Companies Trust
JPMorgan Japan Smaller Companies Trust (JPS) looks to deliver capital growth through investment in small and mid-cap Japanese companies, excluding the largest 200 Japanese companies by market capitalisation.
JPMorgan Emerging Markets Investment Trust
JPMorgan Emerging Markets (JMG) aims to maximise total returns by investing in emerging market equities with a long-term, low turnover approach.
JPMorgan Russian Securities
JPMorgan Russian Securities (JRS) aims to generate long-term total returns from investing in cash- generative businesses in Russia.
JPMorgan Smaller Companies Investment Trust
JPMorgan Smaller Companies Investment Trust (JMI) offers investors exposure to some of the fastest-growing, most innovative smaller companies in the UK.
JPMorgan US Smaller Companies Investment Trust
JPMorgan US Smaller Companies Investment Trust (JUSC) aims to provide investors with capital growth through a portfolio of US smaller companies.
JPMorgan Japanese Investment Trust
JPMorgan Japanese (JFJ) aims to maximise capital growth through investment in a portfolio of high-quality Japanese companies.
JPMorgan Asia Growth & Income plc
JPMorgan Asia Growth & Income (JAGI) uses detailed fundamental research done by a team of over 40 investment professionals to identify strong growth companies in the Asia Pacific region.
JPMorgan Indian Investment Trust
JPMorgan Indian (JII) aims to generate long-term capital growth by investing in high-quality companies benefitting from exciting secular growth trends in Asia such as the growing young demographic, urbanisation and digitalisation.
JPMorgan Multi-Asset Trust
The JPMorgan Multi Asset Trust (MATE) aims to achieve an annualised return of 6% p.a. over the market cycle by investing across various asset classes, principally equities, bonds and infrastructure.
Use variety to your advantage
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