Investment Trusts

New Kepler Trust Intelligence reports now available

Updates from Kepler on F&C Investment Trust, BMO Managed Portfolio Trust, BMO UK High Income and BMO Real Estate Investments.
March 2021
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Risk Disclaimer 

The value of investments is dependent on the supply and demand for the shares of the Investment Trust rather than its underlying assets. The value of your investment will not be the same as the value of the Investment Trust’s underlying assets.

Gearing is used for investment purposes to obtain, increase or reduce exposure to an asset, index or investment. The use of gearing can enhance returns to investors in a rising market, but if the market falls the losses may be greater.

F&C Investment Trust – results analysis – Kepler assess key factors behind the Trust’s performance after its full year results were released by the board.

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BMO Managed Portfolio Trust – impressive performance – both growth and income – has helped the Trust achieve a Kepler Income Rating. Read the full lowdown.

BMO UK High Income Trust – read Kelpler’s take on the active and concentrated approach adopted by portfolio manager Phil Webster.

BMO Real Estate Investments – Kepler discuss portfolio positioning, a recovery in the Trust’s dividend and scope for a narrowing of the discount to net asset value.

Risk Disclaimer 

The value of investments is dependent on the supply and demand for the shares of the Investment Trust rather than its underlying assets. The value of your investment will not be the same as the value of the Investment Trust’s underlying assets.

Gearing is used for investment purposes to obtain, increase or reduce exposure to an asset, index or investment. The use of gearing can enhance returns to investors in a rising market, but if the market falls the losses may be greater.

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