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Investment trust picks

  • Investment trust picks

    Rated: growth

    Growth rating

  • Investment trust picks

    Rated: income

    Income rating

  • Investment trust picks

    Rated: alternative

    Alt income rating image

Independent research at your fingertips

Investment trusts have a long history in the markets and are popular with people looking to add a range of assets to their portfolio through a single investment.?

With hundreds of investment trusts available, it is good to have expert insight you can access before you make an investment decision.

It is why we have asked Kepler Partners to create a list of rated trusts, based on up-to-date research, analysis and guides for private investors, all written in-house by Kepler’s independent and experienced analysts.

Kepler Ratings focus on consistent and long-term performance to identify the trusts it considers to be ‘best in class’ based on a set of quantitative tests. Its picks highlights the trusts which aim for growth, income and alternative income.

You find out more about how Kepler Partners selects its investment trusts below. And rest assured, neither Kepler or EQi receive any fees or commissions should you invest in any of the trusts.

Investment Risk Warnings

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

EQi does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

Top investment trusts aligned to your desired outcome

Select a tab below to view rated trusts matched to growth, income or alternative

Please note: Other investment trusts in matching these outcomes are are available

  • Kepler's rating methodology

    Find out more about the factors Kepler’s team of analysts work with to create its investment trust ratings.

  • About Kepler

    Focused entirely on investment trusts, Kepler Trust Intelligence offers up-to-date investment strategy research, fund analysis and useful guides for private investors, all written in-house by Kepler's experienced analysts.

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