Kepler Trust Intelligence: Roundup March 2025

Join Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in March, brought to you in association with Schroders – activist and M&A updates, results from Asia and US, plus an income special report

Ryan provides a run-down on new launch Achilles Investment Company (AIC)’s first target, a planned strategy tweak for Schroder British Opportunities (SBO) and two trusts that have been the subject of a bidding war.

Jo then looks at two highlights from our recent Ideas for your ISA event webinars, focussing on International Biotechnology Trust (IBT) and Cordiant Digital Infrastructure (CORD).

Next up, Ryan and David talk through some notable results of the last month from Schroder Asian Total Return (ATR), Ashoka India Equity (AIE) and how they have managed in the sell off, as well as the change of strategy from BlackRock American Income (BRAI).

We also round up our podcasts for the month, from Schroder Income Growth (SCF), which includes a broader discussion on our investing for income special report.

Meanwhile, David discusses the outlook for Europe from the perspective of JPMorgan European Growth & Income (JEGI), before going on to discuss his personal portfolio, including some commentary from Jo on the most popular trusts in the past month.

00:00 Introduction

00:17 Achilles (AIC)’s first target

01:49 Details of RM Catalyst

02:20 M&A activity in real assets

03:49 Changes at SBO

05:30 Ideas for your ISA events round up

10:10 Results round up – ATR

12:21 AIE results & India sell off

14:49 Results and strategy change for BRAI

16:11 Podcast round up for SCF

17:11 Investing for income special report

19:10 Outlook for Europe with JEGI

20:15 Most popular trusts

21:02 David’s personal portfolio review

22:23 Risk warning

Special thanks to our sponsors at Schroders, whose support makes this podcast possible – click here to view all of our research on the Schroders investment trust range…

This podcast was recording on 02/04/2025.

_Disclaimer

_{This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.}