New research from Investment Trust Intelligence
Securities Trust of Scotland: New research from Investment Trust Intelligence
28 November 2016
Securities Trust of Scotland is a global equity income fund which aims to deliver a rising income and long-term capital growth from a portfolio of global equities. The trust pursues these returns via a focused portfolio of 35-55 stocks investing in large quality companies all around the world, with particular focus on the US, continental Europe and the UK, and smaller weightings in Australasia, Singapore and Japan.
In this research note, produced by the investment companies team at Kepler Partners, we examine the portfolio in detail and talk to fund manager Mark Whitehead, who joined Martin Currie in 2015 as head of equity income, about his ambitious plans for the trust as an income focused vehicle.
Click here to read the full report
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Investment 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.
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The vast majority of our research is produced on an independent basis, however some of the research we produce is paid for by asset management companies and investment trust boards, who want to raise the profile of the trusts they are responsible for. If a trust has paid us to produce research you will see that this is clearly marked at the top of the page - where you will see the company's logo on the top right. It will also say 'non-independent research' underneath the name of the trust and you can click on this to learn more about our relationship with that client.
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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.
Contact
Pascal Dowling
Kepler Partners
pascal@keplerpartners.com
www.trustintelligence.co.uk
www.keplerpartners.com
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