Kepler Trust Intelligence Research

RNS Number : 1282H

Invesco Perpetual Select Trust Plc

08 March 2018

 

Invesco Perpetual Select Trust - Balanced Risk Allocation Shares : New research

08/03/2018

Invesco Perpetual Select Trust - Balanced Risk Allocation Shares portfolio aims to provide an attractive level of return in differing economic environments with a low correlation to equities and bonds...

Click here to read the full report

Highlights:

·      Aims to provide an attractive total return in differing economic environments with a low correlation to equities and bonds, the Balanced Risk Allocation shares portfolio of the IP Select Trust has met its performance target of LIBOR +5% over almost all periods since 2012, with volatility of around two-thirds of that of equity markets

·      In contrast to 'active' total return funds the managers have a systematic process to shift tactically around an otherwise relatively static long-term allocation to three asset classes: debt securities, equities and commodities

·      Since 2012, in performance terms the trust is on a par with the best and better-known AIC Flexible trusts. IPBR has achieved these returns with the lowest correlation to the MSCI ACWI index of the sub-peer group over five years, at 0.62

Visit http://www.trustintelligence.co.uk/investor for more high quality independent investment trust research.

Not for distribution, directly or indirectly, in or into the United States or any jurisdiction in which such distribution would be unlawful.

Important information - non-independent research

Invesco Perpetual Select Trust plc is a client of Kepler Trust Intelligence. This research should be considered a marketing communication, and is not independent research.

This report has been approved under section 21 of the Financial Services and Markets Act 2000 by Kepler Partners LLP for communication to retail clients and private persons as defined by the Financial Services Authority. This is a marketing document, and should be considered non-independent research as defined in COBS 12.3.2R. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Kepler Partners LLP (including its partners, employees and representatives) or a connected person may have positions in or options on the securities detailed in this report, and may buy, sell or offer to purchase or sell such securities from time to time, subject to restrictions imposed by internal rules. This is not an official confirmation of terms and is not a recommendation, offer or solicitation to buy or sell. Any prices or quotations contained herein are indicative only. The information in this report is believed to be correct, but its accuracy or completeness cannot be guaranteed. No representation or warranty, express or implied, is given by any person as to the accuracy or completeness of the information and no responsibility or liability is accepted for the accuracy or sufficiency of any of the information, for any errors, omissions or misstatements, negligent or otherwise. Please remember that past performance is not necessarily a guide to the future. The value of investments can fall as well as rise and you may get back less than you invested when you decide to sell your investments. Independent financial advice should be taken before entering into any financial transaction. Kepler Partners LLP is a limited liability partnership registered in England and Wales at 9/10 Savile Row, London W1S 3PF with registered number OC334771. Kepler Partners LLP is authorised and regulated by the Financial Conduct Authority.

Click here to read our terms and conditions.

About this service

Kepler Trust Intelligence for private investors is not just another news and research website. Our aim is to create a library of high quality investment strategy research, fund analysis and useful guides for private investors, all written in-house by experienced analysts on the investment companies team at Kepler Partners.

We are focused entirely on investment trusts, however we believe that it helps to understand them better if they are placed on a level playing field with OEICs, so you will see comparisons between the two in these pages often.

Our content falls into three categories;

·     Investment strategy articles are designed to highlight opportunities and developments which are of interest to investment trust investors, positive or negative.

·     Fund research focuses on individual trusts, examining them in detail to create a snapshot picture which you can use to decide whether or not you want to invest in them.

·     Educational output is split into simple guides, designed to help beginners understand how investment trusts work, and more complex guides to sectors, regions and strategies which may be of interest to investors.

We do not produce massive amounts of research. Our focus is on quality, not quantity, so we are unlikely to publish more than four or five articles in a given week. For this reason we recommend that you join our mailing list, and we'll send you an email once a week alerting you to what's new on the site. We won't sell your details, and we won't spam you with useless updates.

How are we funded?

Our revenues are based on advertising from the asset management groups, which run investment trusts, and want exposure to an audience which is engaged with authentic, useful content.

Our advertisers can insert links to their own material - videos for example - into the content, and they can pay for a page where they can talk about their own products in the edition.

Investment trusts can also pay for us to write a piece of research about them specifically, and where we do this will be clearly marked as 'non-independent research'.

Where we do produce research on a 'paid-for' basis we strive to ensure that a clear, useful picture of the trust in question is the result, not just a puff piece.

We provide information, not advice

While we hope that you find the research we publish useful, and we believe it will help you to make a more informed decision, but we must of course stress that none of the research published here constitutes a recommendation, or advice, and you should not think that - just because we've published a report on a trust - we believe that trust is a 'buy'. Please read our terms and conditions.

If you want to manage your own investments we hope that this website is a useful source of information which helps you to do that, however if you are in any doubt, you should speak to a financial adviser.

Pascal Dowling

Kepler Partners

[e-mail]

www.trustintelligence.co.uk

www.keplerpartners.com

This information is provided by RNS

The company news service from the London Stock Exchange

END

 

END

 

 

NRALLFEIVAITIIT