Money Makers

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: JPMorgan Japan Small Cap Growth and Income (JSGI), Scottish Investment Trust (SCIN), Supermarket Income REIT (SUPR), Third Point Investors (TPOU), LXI REIT (LXI), Polar Capital Global Financials Trust (PCFT), Bankers Investment Trust (BNKR), Ruffer Investment Company (RICA), Independent Investment Trust (IIT), Tufton Oceanic Assets (SHIP), AEW UK REIT (AEWU), PRS REIT (PRSR). Section Timestamps: 00:18 - Review of the week 07:05 - Corporate activity 20:34 - Fundraising 23:18 - Money Makers Circle 26:38 - Results 35:10 - Results (specialist) 37:25 - Results (property) 42:31 - Evaluating the market 48:07 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a me

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Aberdeen Standard Asia Focus (AAS), Dunedin Income Growth (DIG), Jupiter Emerging and Frontier Income (JEFI), Third Point Investors (TPOU), abrdn European Logistics Income (ASLI), Digital 9 Infrastructure (DGI9), HydrogenOne Capital Growth (HGEN), JLEN Environmental Assets (JLEN), Caledonia Investments (CLDN), Blackrock Income and Growth (BRIG), Gresham House Energy Storage (GRID), NB Private Equity (NBPE), LXI REIT (LXI), Schroder European Real Estate Investment Trust (SERE), Roundhill Music Royalty (RHM). Section Timestamps: 00:19 - Review of the week 05:29 - Corporate activity 14:25 - Fundraising 26:15 - Results 35:06 - Results (property) 39:35 - Results (music royalty) 41:16 - Money Makers Circle 42:18 - Mello

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: BlackRock Latin American (BRLA), Third Point Investors (TPOU), Cordiant Digital Infrastructure (CORD), Pantheon International (PIN), Princess Private Equity (PEY), Supermarket Income REIT (SUPR), Triple Point Social Housing REIT (SOHO), Foresight Solar Fund (FSFL), Next Energy Solar Fund (NESF), Octopus Renewables Infrastructure Trust (ORIT), Round Hill Music Royalty (RHM). Section Timestamps: 00:18 - Review of the week 03:20 - Corporate activity 14:43 - Fundraising 18:17 - Results 23:46 - Results (property) 30:11 - Results (specialist) 39:34 - Money Makers Circle 40:14 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers lis

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. And as 2021 draws to a close, Jonathan and Simon take a look at what may be in store over the next twelve months. Trusts mentioned this week (with tickers) include: Crystal Amber Fund (CRS), EP Global Opportunities (EPG), GCP Student Living (DIGS), Greencoat Renewables (GRP) / Greencoat UK Wind (UKW), JP Morgan European Investment Trust (JETG/JETI), Odyssean (OIT) / Strategic Equity Capital (SEC), Third Point Investors (TPOU), Scottish Investment Trust (SCIN), JP Morgan Indian Investment Trust (JII), Gore Street Energy Storage (GSF), Ediston Property Investment Company (EPIC), Roundhill Music Royalty (RHM). Section Timestamps: 00:00:24 - Current market position 00:01:28 - Review of the year 00:04:51 - Subsector performance 00:12:43 - Fundraising in 2021 00:18:27 -

As a special edition for the Christmas week, Jonathan Davis talks to author and founder of wealth management firm Heartwood Investment Management, David Lough, about Winston Churchill and his handling of money. David is the author of the book "No More Champagne: Churchill and his Money" (2015), available in hardback, paperback, and ebook editions. If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic respon

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: GCP Student Living (DIGS), Greencoat Renewables (GRP), Greencoat UK Wind (UKW), Gresham House Strategic (GHS), Triple Point Social Housing REIT (SOHO), BH Macro (BHMG), Chrysalis Investments (CHRY), BMO Global Smaller Companies (BGSC), Majedie Investments (MAJE), Migo Opportunities Trust (MIGO), Securities Trust of Scotland (STS), Artemis Alpha (ATS), Finsbury Growth and Income (FGT), Oryx International Growth Fund (OIG), Schroder UK Mid Cap (SCP), Aberdeen New Dawn (ABD), Atlantis Japan Growth Fund (AJG), JPMorgan Japanese (JFJ), JPMorgan Small Cap Growth and Income (JSGI), GCP Infrastructure (GCP), Henderson Diversified Income Trust (HDIV), Jupiter Green Investment Trust (JGC), Polar Capital Global Healthcare (PCGH

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Majedie Investments (MAJE), Scottish Investment Trust (SCIN), ThomasLloyd Energy Impact (TLEP), Edinburgh Worldwide (EWI), Lindsell Train Investment Trust (LTI), Monks Investment Trust (MNKS), Aberdeeen Diversified Income and Growth (ADIG), Momentum Multi-Asset Value Trust (MAVT), Aberdeen Standard Equity Income (ASEI), Lowland Investment Company (LWI), Gresham House Strategic (GHS), River and Mercantile UK Micro Cap (RMMC), Barings Emerging EMEA Opportunities Trust (BEMO), Henderson European Focus (HEFT), JP Morgan Asia Growth and Income (JAGI), JP Morgan China Growth and Income (JCGI) , Schroder AsiaPacific Fund (SDP), JP Morgan European Discovery Trust (JEDT), SDCL Energy Efficieny Income (SEIT), Civitas Social Ho

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Aberdeen Standard Asia Focus (AAS), Amadeo Air Four Plus (AA4), Gresham House Strategic (GHS), Third Point Investors (TPOU), Chrysalis Investments (CHRY), Octopus Renewables Infrastructure (ORIT), Ruffer Investment Company (RICA), Urban Logistics REIT (SHED), VH Global Sustainable Energy Opportunities (GSEO), Baillie Gifford UK Growth (BGUK), BMO UK High Income (BHI), Shires Income (SHRS), BlackRock Frontiers Investment Trust (BRFI), Fidelity China Special Situations (FCSS), Keystone Positive Change Trust (KPC), RPT: Chrysalis Investments (CHRY), Schroder UK Public Private (SUPP), Triple Point Energy Efficiency Infrastructure (TEEC), Custodian REIT (CREI), Residential Secure Income (RESI), TR Property Investment Trus

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. This week’s edition of the Weekly Investment Trust Podcast was recorded on the afternoon of Thursday 25 November, before news broke of the new coronavirus variant which had a significant impact on market performance on Friday. This will be covered in next week’s edition of the podcast. Trusts mentioned this week (with tickers) include: Crystal Amber Fund (CRS), EP Global Opportunities (EPG), Scottish Oriental Smaller Companies (SST), Third Point Investors (TPOU), Foresight Sustainable Forestry (FSF), Greencoat UK Wind (UKW), Nippon Active Value (NAVF), ThomasLloyd Energy Impact (TLEI/TLEP), Caledonia Investments (CLDN), Hansa Investment Company (HAN/HANA), JPMorgan Elect Managed Growth Trust (JPE), Personal Assets Trust (PAT), BMO Capital and Income (BCI), Edinburgh

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Civitas Social Housing (CSH), Triple Point Social Housing REIT (SOHO), Scottish Investment Trust (SCIN), Third Point Investors (TPOU), Atrato Onsite Energy (ROOF), Life Science REIT (LABS), Nippon Active Value (NAVF), Octopus Renewables Infrastructure (ORIT), Ruffer Investment Company (RICA), Schroder BSC Social Impact Trust (SBSI), Tufton Oceanic Assets (SHIP), Urban Logistics REIT (SHED), Petershill Partners (PHLL), JPMorgan Global Core Real Assets (JARA), Chelverton Growth Trust (CGW), Troy Income and Growth (TIGT), Montanaro European Smaller Companies (MTE), HG Capital Trust (HGT), NextEnergy Solar Fund (NESF), Seraphim Space Investment Trust (SSIT), Worldwide Healthcare Trust (WWH), AEW UK REIT (AEWU), Value and

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Aberdeen New Thai Investment Trust (ANW) / abrdn China Investment Company (ACIC), Third Point Investors (TPOU) / Asset Value Investors (AVI), Pantheon Infrastructure (PINT), VH Global Sustainable Energy Opportunities Trust (GSEO), AVI Global Trust (AGT), Scottish Mortgage Investment Trust (SMT), Capital Gearing Trust (CGT), JZ Capital Partners (JZCP), Fidelity Special Values (FSV), Schroder Income Growth (SCF), Aberdeen Latin American Income (ALAI), Schroder Oriental Income Fund (SOI), 3i Group Private Equity Trust (III), 3i Infrastructure (3IN), Biotech Growth Trust (BIOG), Syncona (SYNC), Civitas Social Housing (CSH), Home REIT (HOME), Warehouse REIT (WHR), Urban Logistics REIT (SHED), Regional REIT (RGL). Section

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: abrdn China Investment Company (ACIC), Alliance Trust (ATST), Drum Income Plus REIT (DRIP), Electra Private Equity (ELTA), GCP Student Living (DIGS), Gresham House Strategic (GHS), Greencoat UK Wind (UKW), Harmony Energy Income Trust (HEIT), Schroder BSC Social Impact Trust (SBSI), ThomasLloyd Energy Impact Trust, Tufton Oceanic Assets (SHIP), BlackRock Smaller Companies Trust (BRSC), Downing Strategic Micro-Cap Investment Trust (DSM), BlackRock Greater Europe Investment Trust (BRGE), Fidelity Emerging Markets (FEML), Apax Global Alpha (APAX), International Biotechnology Trust (IBT), Custodian REIT (CREI), Standard Life Investments Property Income (SLI), UK Commercial Property REIT (UKCM), Target Healthcare REIT (THR

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Aberdeen Emerging Markets Investment Company (AEMC) / Aberdeen New Thai Investment Trust (ANW) / abrdn China Investment Company (ACIC), Standard Life UK Smaller Companies Trust (SLS) / abrdn UK Smaller Companies Growth Trust (AUSC), Artemis Alpha (ATS), EP Global Opportunities Trust (EPG), Third Point Investors (TPOU), Urban Logistics REIT (SHED), Atrato On Site Energy (ROOF), Nippon Active Value Fund (NAVF), Foresight Sustainable Forestry Trust, Henderson International Income (HINT), Schroder BSC Social Impact Trust (SBSI), Asia Dragon (DGN), Brown Advisory US Smaller Companies (BASC), Henderson Far East Income (HFEL), JP Morgan Global Emerging Markets Income Trust (JEMI), Pacific Assets (PAC), Schroder Japan Growth

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Asia Dragon Trust (DGN), Drum Income Plus REIT (DRIP), Fidelity Emerginig Markets (FEML), Gresham House Strategic (GHS), JP Morgan European Investment Trust (JETG/JETI), JP Morgan Global Growth and Income (JGGI), Third Point Investors (TPOU), Alinda Capital Infrastructure Investments, Greencoat Renewables (GRP), Life Science REIT, Supermarket Income REIT (SUPR), JP Morgan Multi Asset Growth and Income (MATE), Scottish Oriental Smaller Companies (SST), Gabelli Merger Plus+ Trust (GMP), Golden Prospect Precious Metals (GPM), AEW UK REIT (AEWU), BMO Commercial Property Trust (BCPT), GCP Student Living (DIGS), Target Healthcare (THRL). Section Timestamps: 00:18 - Review of the week 02:11 - Corporate news 26:22 - Fundra

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Acorn Income Fund (AIF), Artemis Alpha Trust (ATS), Baker Steel Resources Trust (BSRT), Civitas Social Housing (CSH), Electra Private Equity (ELTA), Gresham House Strategic (GHS), Gulf Investment Fund (GIF), Downing Renewables and Infrastructure (DORE), Harmony Energy Income Trust (HEIT), Pantheon Infrastructure, Invesco Perpetual UK Smaller Companies (IPU), JP Morgan UK Smaller Companies (JMI), Mercantile Investment Trust (MRC), Baillie Gifford China Growth (BCGC), Baillie Gifford Japan Trust (BGFD), Fidelity Asian Values (FAS), TR European Growth (TRG), Impact Healthcare REIT (IHR), LXI REIT (LXI), PRS REIT (PRSR), Hipgnosis Songs Fund (SONG). Section Timestamps: 00:19 - Review of the week 02:42 - Corporate activ

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Aberdeen Emerging Markets Investment Company (AEMC) / Aberdeen New Thai Investment Trust (ANW), Genersis Emerging Markets (GSS) / Fidelity Emerging Markets (FEML), Greencoat Renewables (GRP), Supermarket Income REIT (SUPR), BMO Responsible Housing REIT, Civitas Social Housing (CSH), Triple Point Social Housing (SOHO), Blackfinch Renewable European Income, Schroder British Opportunities (SBO), Henderson Euro Trust (HNE), Ruffer Investment Company (RICA), Bluefield Solar Income Fund (BSIF), BMO Real Estate Investments (BREI), ICG Enterprise (ICGT). Section Timestamps: 00:19 - Review of the week 02:37 - Review of the year so far 05:03 - Corporate news 16:12 - Fundraising 28:24 - Results 32:58 - Results (overseas) 39:1

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Custodian REIT (CREI) / DRUM Income Plus REIT (DRIP), Third Point Investors (TPOU), Schroder UK Public Private (SUPP), Aberdeen Standard European Logistics Income (ASLI), Digital 9 Infrastructure (DGI9), Downing Renewables and Infrastructure (DORE), PRS REIT (PRSR), Supermarket Income REIT (SUPR), Tritax Big Box REIT (BBOX), Gore Street Energy Storage (GSF), Manchester and London (MNL), Aurora Investment Trust (ARR), Crystal Amber Fund (CRS), Dunedin Income Growth (DIG), Merchants Trust (MRCH), Strategic Equity Capital (SEC), Ashoka India Equity Investment Trust (AIE), India Capital Growth (IGCE), North American Income Trust (NAIT), JP Morgan Emerging Markets Fund (JMG), Standard Life Private Equity (SLPO), UK Commer

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Acorn Income Fund (AIF), Civitas Social Housing (CSH), Genesis Emerging Markets (GSS), Gore Street Energy Storage (GSF), BH Macro (BHMG/BHMU), Home REIT (HOME), Tritax Eurobox (EBOX), Martin Currie Global Portfolio Investment Trust (MNP), New Star Investment Trust (NSI), City of London Investment Trust (CTY), Murray Income (MUT), Baillie Gifford Shin Nippon (BGS), BlackRock Latin American (BRLA), European Opportunies Trust (JEO), Gulf Investment Fund (GIF), Nippon Active Value Fund (NAVF), Pacific Horizon (PHI), CQS New City High Yield (NCYF), Schroder UK Public Private (SUPP), Gresham House Energy Storage (GRID), US Solar Fund (USF), Phoenix Spree Deutschland (PSDL), Supermarket Income REIT (SUPR). Section Timestam

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Baker Steel Resources Trust (BSRT), Civitas Social Housing (CSH), Digital 9 Infrastructure (DGI9), The Renewables Infrastructure Group (TRIG), Aberdeen Smaller Companies Income Trust (ASCI), Henderson High Income Trust (HHI), AVI Japan Opportunity Trust (AJOT), Schroder Asian Total Return (ATR), Biopharma Credit (BPCR), Dunedin Enterprise (DNE), RTW Venture (RTW), Third Point Investors (TPOU), Foresight Solar Fund (FSFL), Greencoat Renewables (GRP), VH Global Sustainable Energy Opportunities (GSEO), Standard Life Investments Property Income (SLI), Round Hill Music Royalty (RHM). Section Timestamps: 00:18 - Review of the week 06:34 - Corporate news 19:12 - Fundraising 24:56 - Results 30:12 - Results (overseas) 44:1

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: abrdn Asian Income Fund (AAIF), Aurora (ARR), Biopharma Credit (BPCR), Custodian REIT (CREI), GCP Student Living (DIGS), Genesis Emerging Markets (GSS), LXI REIT (LXI), Aberdeeen Standard European Logistics Income (ASLI), Aquila European Renewables Income (AERI/AERS), Target Healthcare REIT (THRL), Tritax Eurobox (EBOX), Standard Life UK Smaller Companies Trust (SLS), Vietnam Enterprise Investments (VEIL), Weiss Korea Opportunity (WKOF), Digital 9 Infrastructure (DGIN), Ecofin US Renewables Infrastructure (RNEW), International Public Partnerships (INPP), HG Capital Trust (HGT), Oakley Capital Investments (OCI), Schiehallion Fund (MNTN), Menhaden Resource Efficiency (MHN), Tufton Oceanic Assets (SHIP), Impact Healthca