Money Makers

After a short summer break Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, return to review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned (with tickers) include: Scottish Mortgage (SMT), Temple Bar (TMPL), Baillie Gifford US Growth (USA), Hipgnosis Songs (SONG), Witan (WTAN), Mid Wynd International (MWY), Miton UK Microcap (MINI), Foresight Solar (FSFL), Pershing Square Holdings (PSH), Merian Chrysalis (MERI), J.P.Morgan US Smaller Companies (JUSC and BBGI (BBGI). Topics also include: FTSE index changes, fund flow data, the UK equity sector, this week's sell-off and another planned IPO (Tellworth British Recovery and Growth). You can find more information, including relevant disclosures, at www.money-makers.co.

In the second part of a special two-part podcast, Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, step back from tracking the week's news to provide an in-depth primer on what investment trusts are and how they operate. The second part of this special holiday edition, designed as an introductory guide for first time investors in investment trusts and as a refresher for more experienced shareholders, covers alternative assets and the role of sectors. The normal free weekly podcast will resume in early September. You can find more information, including relevant disclosures, at www.money-makers.co

In the first part of a special two-part podcast, Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, step back from tracking the week's news to provide an in-depth primer on what investment trusts are and how they operate. The second part of this special holiday edition, designed as an introductory guide for first time investors in investment trusts and as a refresher for more experienced shareholders, will be available on August 22nd. The normal weekly podcast will resume in early September. You can find more information, including relevant disclosures, at www.money-makers.co.

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 (with tickers) include: RIT Capital Partners (RCP), BMO Managed Portfolio (BPMG), J.P.Morgan Global Growth and Income (JGGI), Fidelity European Values (FEV), Fidelity Japan (FJV), Fundsmith Emerging Equities (FEET), Allianz Technology (ATT), Pantheon International (PIN), Hipgnosis (SONG), J.P.Morgan Claverhouse (JCH), BMO Commercial Property (BCPT), Standard Life Property Income (SLI), UK Commercial Property (UKCM), Tritax Big Box (BBOX) and Tritax European (EBOX), Aquila European Renewables (AERS), Octopus Renewables (ORIT)and Renewables Infrastructure Group (TRIG), Aurora (ARR), Honeycomb (HONY) and Pollen Street Secured Lending (PSSL). Topics include: the flexible trust sector, overseas trust updates, property trust discounts, another merger p

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 (with tickers) include: F&C (FCIT), Scottish American (SAIN), Smithson (SSON), Brunner (BUT), Law Debenture (LWDB), Artemis Alpha (ATS), Value and Income (VIN), Aberforth Smaller Companies (ASL), Henderson Smaller Companies (HSL), Greencoat UK Wind (UKW.L), Perpetual Income and Growth (PIGIT), Murray Income (MUT), Gabelli Value Plus+ (GVP), and Pershing Square (PSH). Topics include: proposals in the equity income sector, global trusts, UK smaller companies trusts and renewable energy trusts. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk)

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 (with tickers) include: Witan Pacific (WPC), Alliance Trust (ATST), City Merchants High Yield (CMHY), Invesco Enhanced Income (IPE), Blackrock Throgmorton (THRG), J.P.Morgan Smaller Companies (JMI), BB Healthcare (BBH), City of London CTY), Four Oaks Income (FAIR), Schroder REIT (SREI), HICL (HICL), UK Mortgages (UKML) and Gabelli Value Plus+ (GVP). Topics include: another mandate for Baillie Gifford, China, dividend suspensions, smaller companies and corporate activity. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk).

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 (with tickers) include: BMO Commercial Property (BCPT), Schroder REIT (SREI), AEW UK (AEWU), Supermarket Income (SUPR), Target Healthcare (THRL), Impact Healthcare (IHR), Polar Capital Technology (PCT), Allianz Technology (ATT), Herald (HRI), Personal Assets (PNL), Ruffer Investment (RICA), Caledonia (CLDN), Hansa Trust (HAN), Miton Global Opportunities (MIGO) and Independent Investment Trust (IIT). Topics include: the property sector, technology trusts and the flexible sector. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk).

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and all the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned (with tickers) include: Gore Steet Energy Storage (GSF), Hipgnosis (SONG), Invesco Asia (IAT), Atlantis Japan Growth (AJG), Nippon Active Value (NAVF), Aberdeen Emerging Markets (AEMC), Shires Income (SHRS), 24 Income Fund (TFIF), Henderson European Focus (HEFT), J.P.Morgan European Smaller Companies (JESC), European Opportunities (JEO), Tritax Big Box (BBOX), Impact Healthcare (IHR), Urban Logistics (SHED) and Gabelli Value Plus + (GVP). Topics include: half year review, outcome of placings, Asian trusts, Q2 property updates and sector rationalization. You can find more information, including relevant disclosures, at www.money-makers.co

We apologise for the quality of sound which is variable in this edition. -- 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 (with tickers) include: Gore Street Energy Storage (GSF), Hipgnosis (SONG), Bankers (BNKR), Schroder Midcap (SCP), Invesco Income Growth (IVI), Civitas Social Housing (CSH), Aberdeen Frontier Markets (AFMC), Aberdeen New Dawn (ABD), Aberdeen Emerging Markets (AEMC), J.P.Morgan Japanese Smaller Companies (JPS), Gabelli Value Plus + (GVP), and Mobius (MMIT). Topics include: placings for retail investors, more equity income and property updates, the value of smaller sectors. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that the next podcast will be a special live interactive podcast (with Q and A) at the Mello Virtual

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 (with tickers) include: Law Debenture (LWDM), Merchants (MRCH), Monks (MNKS), Blackrock Smaller Companies (BRSC), Montanaro UK Smaller Companies (MTU), AEW UK (AEWU), Picton (PCTN), Schroder European Real Estate (SERE), Custodian (CREI), Supermarket Income (SUPR), Aquila European Renewables (AERS), European Opportunities (JEO) and Manchester and London (MNL). Topics include: updates on UK equity income, property and private equity performance, the diversity within sectors, the Wirecard scandal and (surprisingly) Wimbledon debentures. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that, technology permitting, we will be broadcasting a live interactive podcast (with Q and A) at the Mello Virtual

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 (with tickers) include: Scottish Investment Trust (SCIN), Monks (MNKS), Lowland (LWI), European Opportunities (JEO), Seneca Global Income and Growth (SIGT), Bluefield Solar Income (BSIF), ICG Enterprise (ICGT), Standard Life Private Equity (SLPE), Gabelli Value Plus (GVP) and J.P.Morgan Russia (JRS). Topics include: the virus impact on sectors, private equity valuations, renewable energy and Wirecard. You can find more information, including relevant disclosures, at www.money-makers.co. Look out for a special interactive podcast (with Q and A) at Mello Virtual on July 11-12.

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 discussed (with tickers) include: Edinburgh (EDIN), BG UK Growth (BGUK), Edinburgh Worldwide (EWI), Standard Life Smaller Companies (SLS), Lowland (LWI), Temple Bar (TMPL), Aberdeen Diversified Income and Growth (ADIG), Allianz Technology (ATT) and Odyssean (OIT). Topics include: equity income, growth and value, technology and yields. You can find more information, including relevant disclosures, at www.money-makers.co.

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 (with tickers) include: Worldwide Healthcare (WWH), Biotech Growth Trust (BIOG), Templeton Emerging Markets (TEM), Fidelity China Special Situations (FCSS), Securities Trust of Scotland (STS), Secure Income REIT (SIR), LXI REIT (LXI), J.P.Morgan European (JETG and JETI), Miton Growth Opportunities (MIGO) and Augmentum Fintech (AUGM). Topics include: index changes, Travelodge and other tenant disputes, China, Europe, healthcare and fintech. You can find more information, including relevant disclosures, at www.money-makers.co.

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 include (with tickers): Caledonia (CLDN), Capital Gearing Trust (CGT), 24 Select Monthly Income (SMIF), Baillie Gifford European Growth (BGEU), River and Mercantile UK Micro-Cap (RMMC), JLEN Environmental Assets (JLEN) and India Capital Growth (IGC). You can find more information, including relevant disclosures, at www.money-makers.co.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week in the latest edition of our weekly investment trust podcast. Trusts mentioned include: Perpetual Income and Growth, Brunner, Schroder UK Public and Private, Tritax Eurobox, HICL Infrastructure, JPMorgan Japanese, Baillie Gifford Shin Nippon, Renewables Infrastructure and Electra. Topics covered include: how infrastructure funds value their assets. You can find more information, including relevant disclosures, at www.money-makers.co.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week in the latest edition of our weekly investment trust podcast. Trusts covered include: 3i Group, 3i Infrastructure, Civitas Social Housing, Scottish Mortgage, Murray International, Finsbury Growth & Income, Troy Income and Growth and Temple Bar. You can find more information, including disclosures, at www.money-makers.co.

Jonathan Davis and Simon Elliott, head of investment trust research at Winterflood Securities, review the week in the latest edition of our weekly investment trust podcast. Trusts covered include: Diverse Income Trust, Aberdeen New Thai, JPMorgan Global Growth and Income, Edinburgh Worldwide, Keystone and Supermarket Income REIT. This episode explains a number of specialist terms, including: redemption facilities, enhanced dividends, index inclusion, share issuance and fees based on market capitalisation. More information at www.money-makers.co.

Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the week in the latest edition of our weekly investment trust podcast. Topics covered include: - the latest NAV, share price and discount movements; - Shell's shock dividend announcement; - updates from equity income, property and renewables trusts; - the outlook for the financial markets. More information at www.money-makers.co.

Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the week in the latest edition of our weekly investment trust podcast. Topics covered include: - the latest share price, discount and NAV movements; - the impact of the oil price collapse on energy trusts; - updates from several of the AIC’s “dividend heroes”; - the outlook for the property and private equity sectors. More information at www.money-makers.co.

Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the week in the latest edition of our weekly investment trust podcast. Topics include: - the latest share price, discount and NAV movements, - why equity markets have stalled, - the impact of the virus on property and private equity trusts, and - the latest data and manager updates on dividend sustainability. For more information on this and a second podcast we are now running on global markets, please visit: www.money-makers.co