In January 2019 we unveiled our new quant rating system for investment trusts, identifying both the top 20 trusts for capital growth and the top 20 trusts for income by using a quant screening system. We believe this is the first quant rating system for closed-ended funds to be based on NAV returns, which reflects the performance of the manager much more purely than the share price, which is a far noisier signal. We aimed to reward consistent long-term outperformers within the metrics we chose a ....
20 Nov 2019
Making the grade: Kepler's rated trusts report strong performance in 2019
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Making the grade: Kepler's rated trusts report strong performance in 2019
Fidelity European Trust PLC GBP (FEV:LON), 382 | TR Property Investment Trust PLC Ordinary Shares Class GBP (TRY:LON), 310 | BlackRock Throgmorton Trust PLC GBP (THRG:LON), 572 | Invesco Perpetual UK Smaller Companies Investment Trust PLC (IPU:LON), 400
- Published:
20 Nov 2019 -
Author:
William Heathcoat Amory -
Pages:
4
In January 2019 we unveiled our new quant rating system for investment trusts, identifying both the top 20 trusts for capital growth and the top 20 trusts for income by using a quant screening system. We believe this is the first quant rating system for closed-ended funds to be based on NAV returns, which reflects the performance of the manager much more purely than the share price, which is a far noisier signal. We aimed to reward consistent long-term outperformers within the metrics we chose a ....