Kepler Trust highlights Ashoka WhiteOak’s performance

Published 20/03/2025, 08:06
Kepler Trust highlights Ashoka WhiteOak’s performance

LONDON - Kepler Trust Intelligence, an investment research firm, has released a new report focusing on the Ashoka WhiteOak Emerging Markets Trust (AWEM). The document, intended for long-term investors, examines the trust’s recent outperformance attributed to its strong stock selection in small to mid-sized companies (SMIDs).

The report, available to UK investors, aims to serve as a comprehensive reference and is part of Kepler’s ongoing efforts to provide investment bank quality research on various trusts. While the content of the research is free to read, Kepler Partners LLP, the firm behind Kepler Trust Intelligence, has disclosed a relationship with Ashoka WhiteOak that may affect the objectivity of the research.

Kepler Partners LLP emphasizes that past performance is not indicative of future results and advises investors that investment values can fluctuate. The firm strongly recommends that private investors seek independent financial advice before making any investment decisions.

The report does not constitute investment advice, and Kepler Partners LLP is not authorized to make recommendations to retail clients. The firm has stated that the report is based solely on factual information for informational purposes and should not be interpreted as investment or tax advice or as a recommendation to buy or sell any investment.

The information provided is not intended for distribution in jurisdictions where such distribution would be contrary to law or regulation or would subject Kepler Partners LLP to any registration requirements. It is specifically noted that the website is for non-US persons and that users should comply with applicable restrictions.

While the report is based on accurate information to the best of the firm’s knowledge, no warranty is given as to the completeness or accuracy of the data. Kepler Partners LLP and connected persons may hold positions in the securities detailed in the report and may engage in transactions in these securities, subject to the firm’s internal rules and conflict of interest policies.

The release of this report by Kepler Trust Intelligence is based on a press release statement and is distributed by Reach, a non-regulatory press release service of RNS, part of the London Stock Exchange (LON:LSEG).

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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