May
2023
Alternatives for income investors
DIY Investor
19 May 2023
A series of digital webinars over the course of one week in May. We heard from five fund managers focussed on different solutions for income investors.
Fund research for M&G Credit Income >
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Fund research for Edinburgh Investment Trust >
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Fund research for BBGI Global Infrastructure >
Fund research for Middlefield Canadian Income >
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Fund research for UK Commercial Property REIT >
Important information
The opinions and views expressed in these webinars are as of 15 May – 19 May 2023 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.
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5. Reiterates the Kepler Partner LLP’s view on an existing recommendation or substantive research material; and/or
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