Kepler Trust Intelligence has been producing annual shortlists of top rated investment trusts for Income, Growth & Alternative Income since 2021.
Our quantitative screens identify trusts which meet the criteria outlined in our transparent methodology, making the process of selecting winners completely independent - with no commercial influences. Kepler's clients and non-clients have an equal chance of achieving a rating.
We are offering you the chance to hear from the managers of top rated trusts across the shortlists - so you can find out for yourself how they manage shareholders' money, and put your questions to them about what will surely be a fascinating year for investors.
Sessions will run for 45 minutes, including time for questions from the audience, moderated by a member of the Kepler Trust Intelligence team.
Important information
The opinions and views expressed in these webinars are as of 6 - 31 March 2026 and are subject to change. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes, are not an indication of trading intent and may not reflect the views of others in the organisation. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Kepler Partners LLP may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. There is no guarantee that the information supplied is accurate, complete or timely, nor are there any warranties with regards to the results obtained from its use. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value.
The information contained herein is for educational purposes only and should not be construed as financial, legal or tax advice. Circumstances may change over time so it may be appropriate to evaluate strategy with the assistance of a financial professional. Federal and state laws and regulations are complex and subject to change. Laws of a particular state or laws that may be applicable to a situation may have an impact on the applicability, accuracy or completeness of the information provided. Kepler Partners LLP does not have information related to and does not review or verify particular financial or tax situations and is not liable for use of, or any position taken on, such information.
Kepler Partners LLP is authorised and regulated by the Financial Conduct Authority (FRN 480590) registered in England and Wales at 70 Conduit Street, London W1S 2GF with registered No. OC334771.