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: EP Global Opportunities (EPG), Rights and Issues Investment Trust (RIII), LXI REIT (LXI), Downing Renewables and Infrastructure Trust (DORE), VH Global Sustainable Energy Opportunities (GSEO), AVI Global Trust (AGT), Edinburgh Worldwide Investment Trust (EWI), Personal Assets Trust (PNL), Baillie Gifford UK Growth (BGUK), Odyssean Investment Trust (OIT), JPMorgan European Growth and Income (JEGI), JPMorgan Indian (JII), Atrato Onsite Energy (ROOF), Literacy Capital (BOOK), Schroder Real Estate Investment Trust (SREI). Section Timestamps: 00:21 - Review of the week 05:49 - Corporate activity 17:41 - Fundraising 21:52 - Money Makers Circle 22:29 - Results 41:09 - Results (overseas) 47:02 - Results (specialist) 49:06

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: Scottish Investment Trust (SCIN), Bluefield Solar Income Fund (BSIF), Capital Gearing Trust (CGT), BMO Capital and Income Investment Trust (BCI), BMO UK High Income (BHI), Abrdn Japan Investment Trust (AJIT), Barings Emerging EMEA Opportunities (BEMO), Fidelity China Special Situations (FCSS), JPMorgan Asia Growth and Income (JAGI), Biotech Growth Trust (BIOG), Worldwide Healthcare Trust (WWH), TR Property (TRY), Abrdn European Logistics Income (ASLI). Section Timestamps: 00:27 - Review of the week 03:53 - Investment trusts over the Queen's reign 08:39 - Fundraising 10:08 - Index changes 17:35 - Results 24:57 - Results (UK) 32:39 - Results (overseas) 41:55 - Results (specialists) 47:11 - Results (property) 50:19 -

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: Bluefield Solar Income Fund (BSIF), Gresham House Energy Storage Fund (GRID), Home REIT (HOME), Majedie Investments (MAJE), Caledonia Investments (CLDN), Edinburgh Investment Trust (EDIN), Shires Income (SHRS), BlackRock Frontiers Investment Trust (BRFI), Henderson European Focus Trust (HEFT), JPMorgan China Growth and Income (JCGI), Schroder Asia Pacific Fund (SDP), Schroder Oriental Income Fund (SOI), Chrysalis Investments (CHRY), Cordiant Digital Infrastructure (CORD), HICL Infrastructure (HICL), HarbourVest Global Private Equity (HVPE), Ediston Property Investment Company (EPIC), Life Science REIT (LABS), Residential Secure Income (RESI), Warehouse REIT (WHR). Section Timestamps: 00:18 - Review of the week 03:0

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: Home REIT (HOME), Ecofin US Renewables (RNEW), JPMorgan Elect Managed Growth (JPE), Scottish Mortgage Investment Trust (SMT), Securities Trust of Scotland (STS), JPMorgan Multi-Asset Growth and Income (MATE), Abrdn Equity Income (AEI), Finsbury Growth and Income (FGT), JPMorgan Elect Managed Income (JPEI), Lowland Investment Company (LWI), Schroder Income Growth (SCF), Baillie Gifford European Growth Trust (BGEU), JPMorgan Japanese (JFJ), Ecofin Global Utilities and Infrastructure (EGL), JLEN Environmental Assets Group (JLEN), Tritax Eurobox (EBOX). Section Timestamps: 00:18 - Review of the week 04:06 - Mello Trusts and Funds 04:35 - Money Makers Circle 04:50 - Fundraising 08:17 - Results 20:11 - Results (UK) 30:33

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: Jupiter Emerging and Frontier Income (JEFI), LXI REIT (LXI), Scotgems (SGEM), Bluefield Solar Income (BSIF), Ecofin US Renewables Infrastructure (RNEW), North Atlantic Smaller Companies (NAS), Downing Strategic Micro-Cap (DSM), BlackRock Greater Europe (BRGE), Pacific Assets (PAC), 3i Group (III), HG Capital Trust (HGT), ICG Enterprise Trust (ICGT), Polar Capital Global Healthcare Trust (PCGH), 3i Infrastructure (3IN), Aquila European Renewables Income (AERS), Downing Renewables and Infrastructure (DORE), JLEN Environmental Assets Group (JLEN), Next Energy Solar (NESF), Civitas Social Housing (CSH), Custodian REIT (CREI). Section Timestamps: 00:50 - Review of the week 05:08 - Corporate news 12:29 - Fundraising 14:5

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: Keystone Positive Change (KPC), Aurora Investment Trust (ARR), BlackRock Smaller Companies (BRSC), Abrdn Latin American Income Fund (ALAI), Weiss Korea Opportunity Fund (WKOF), Foresight Solar Fund (FSFL), Foresight Sustainable Forestry (FSF), Gresham House Energy Storage Fund (GRID), Harmony Energy Income (HEIT), Octopus Renewables Infrastructure Trust (ORIT), Alternative Income REIT (AIRE), Home REIT (HOME), Standard Life Investments Property Income (SLI), Target Healthcare REIT (THRL), Tritax Big Box REIT (BBOX), UK Commercial Property REIT (UKCM). Section Timestamps: 00:18 - Review of the week 04:24 - Stagflation impact on the investment trust sector 06:29 - Results 18:07 - Results (overseas) 22:12 - Results (s

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: Rockwood Realisation (RKW), International Public Partnerships (INPP), Supermarket Income REIT (SUPR), Henderson International Income Trust (HINT), Fidelity Special Values, Troy Income and Growth (TIGT), Henderson Far East Income (HFEL), Schroder Japan Growth (SJG), Vietnam Enterprise (VEIL), Aquila European Renewables Income (AERS/AERI), Greencoat UK Wind (UKW), NB Private Equity (NBPE), Roundhill Music Royalty Fund (RHM), Third Point Investors (TPOU), Standard Life Investments Property (SLI), BMO Commercial Property Trust (BCPT), BMO Real Estate Investments (BREI), Impact Healthcare REIT (IHR). Section Timestamps: 00:18 - Review of the week 07:23 - Corporate news 09:19 - Fundraising 16:54 - Results 20:21 - Money M

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: Pershing Square Holdings (PSH), Aquila Energy Efficiency Trust (AEET), Invesco Perpetual UK Smaller Companies (IPU), Asia Dragon (DGN), Fidelity Asian Values (FAS), Baker Steel Resources Trust (BSRT), Menhaden Resource Efficienty (MHN), Schroder UK Public Private (SUPP), Ecofin US Renewables Infrastructure (RNEW), RM Infrastructure Income (RMII), Abrdn European Logistics Income (ASLI), AEW UK REIT (AEWU), BMO Commercial Property Trust (BCPT), BMO Real Estate Investments (BREI). Section Timestamps: 00:18 - Review of the week 03:54 - Corporate news 18:23 - Results (UK) 23:12 - Results (overseas) 27:22 - Results (specialist) 40:31 - Results (property) 53:00 - Close If you enjoy the weekly podcast, you may also find

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: Jupiter Emerging and Frontier Income (JEFI), Cordiant Global Agricultural Income, Gore Street Energy Storage Fund (GSF), International Public Partnerships (INPP), Martin Currie Global Portfolio (MNP), Castelnau Group (CGL), Abrdn Asia Focus (AAS), Scottish Oriental Smaller Companies (SST), Chrysalis Investments (CHRY), PRS REIT (PRSR), Schroder European Real Estate Investment Trust (SERE), UK Commercial Property REIT (UKCM), Value and Indexed Property Income (VIP). Section Timestamps: 00:18 - Review of the week 02:47 - Corporate news 06:04 - Fundraising 16:56 - Results 27:00 - Results (overseas) 42:10 - Results (specialist) 52:30 - Money Makers Circle 52:55 - Close If you enjoy the weekly podcast, you may also f

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: Edinburgh Investment Trust (EDIN), Gulf Investment Fund (GIF), Rockwood Realisation (RKW), Supermarket Income REIT (SUPR), HydrogenOne (HGEN), International Public Partnerships (INPP), Dunedin Income Growth (DIG), Merchants Investment Trust (MRCH), Mercantile Investment Trust (MRC), Baillie Gifford China Growth (BGCG), JPMorgan American (JAM), JPMorgan Global Emerging Markets Income (JEMI), North American Income Trust (NAIT), Schroder Asian Total Return (ATR), Gresham House Energy Storage Fund (GRID), Impax Environmental Markets (IEM). Section Timestamps: 00:18 - Review of the week 02:46 - Corporate activity 09:50 - Fundraising 19:12 - Results 26:08 - Results (overseas) 35:07 - Results (specialist) 41:56 - Money Ma

Jonathan Davis, editor of the Investment Trusts Handbook, reviews all the main announcements and market movements in the latest edition of our free weekly investment trust podcast. Also this week, while regular co-host Simon Elliott takes a break, Jonathan introduces an extract from another podcast - Moses and Methuselah - which he records regularly with his friend and fund manager, Peter Seilern. Hear the full episode at www.mosesandmethuselahpodcast.com. Trusts mentioned this week (with tickers) include: BlackRock Greater Europe (BRGE), Crystal Amber Fund (CRS), Geiger Counter (GCL), Jupiter Emerging and Frontier Income (JEFI), JPMorgan Global Growth and Income (JGGI) / Scottish Investment Trust (SCIN), Greencoat Renewables (GRP), Gore Street Energy Storage Fund (GSF), Pershing Square Holdings (PSH), BH Macro (BHMG/BHMU), JPMorgan UK Smaller Companies (JMI), Invesco Bond Income Plus (BIPS), Henderson High Income Trust (HHI), Abrdn Asian Income Fund (AAIF), BlackRock Latin American Income (BRLA), Fidelity J

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 India (ANII), Rockwood Realisation (RKW), Strategic Equity Capital (SEC), Third Point Investors (TPOU), TwentyFour Income (TFIF) / UK Mortgages (UKML), Crystal Amber Fund (CRS), SDCL Energy Efficiency Income Trust (SEIT), The Renewables Infrastructure Group (TRIG), Gore Street Energy Storage Fund (GSF), Greencoat Renewables (GRP), Manchester and London (MNL), Schroder British Opportunities (SBO), New Star Investment Trust (NSI), Baillie Gifford Japan Trust (BGFD), European Assets (EAT), Henderson EuroTrust (HNE), India Capital Growth Fund (IGC), JPMorgan US Smaller Companies (JUSC), Vietnam Holding (VNH), VinaCapital Vietnam Opportunity Fund (VOF), BMO Private Equity (BPET), Pantheon International (PIN),

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: EP Global Opportunities (EPG), Mid Wynd International (MWY), Smithson Investment Trust (SSON), Witan Investment Trust (WTAN), Abrdn Smaller Companies Income Trust (ASCI), JPMorgan Claverhouse Investment Trust (JCH), AVI Japan Opportunity Trust (AJOT), Baillie Gifford Shin Nippon (BGS), Fidelity European (FEV), Fundsmith Emerging Equities Trust (FEET), Digital 9 Infrastructure (DGI9), Literacy Capital (BOOK), Dunedin Enterprise (DNE), JPL Private Equity (JPEL), Target Healthcare REIT (THRL). Section Timestamps: 00:37 - Review of the week 10:13 - Corporate activity 10:40 - Results 16:45 - Money Makers Circle 17:03 - Results (continued) 23:57 - Results (UK) 28:25 - Results (overseas) 37:59 - Results (specialist) 43:52

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 100th edition of our weekly investment trust podcast! Trusts mentioned this week (with tickers) include: Crystal Amber Fund (CRS), JPMorgan Russian Securities (JRS), Jupiter Emerging and Frontier Income (JEFI), Scotgems (SGEM), Triple Point Social Housing REIT (SOHO), F&C Investment Trust (FCIT), JPMorgan Mid-Cap (JMF), Allianz Technology (ATT), BlackRock World Mining (BRWM), CQS Natural Resources Growth and Income (CYN), Foresight Sustainable Forestry (FSF), Oakley Capital Investments (OCI), Polar Capital Global Financials Trust (PCFT), Downing Renewables and Infrastructure Trust (DORE), Foresight Solar Fund (FSFL), Premier Miton Global Renewables Trust (PMGR), Alternative Income REIT (AIRE). Section Timestamps: 00:18 - The week in context 01:21 - Review of the week 04:59 - Corporate activity 25:21 - Results 35:36 - M

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 Russian Securities (JRS), Fidelity Emerging Markets (FEML), Barings Emerging EMEA Opportunities (BEMO), BlackRock Greater Europe Investment Trust (BRGE), Jupiter Emerging and Frontier Income Trust (JEFI), Templeton Emerging Markets (TEM), EP Global Opportunities Trust (EPG), Scotgems (SGEM), Strategic Equity Capital (SEC), TwentyFour Income Fund (TFIF) / UK Mortgages (UKML), JPMorgan Global Growth and Income (JGGI), Murray International (MYI), RIT Capital Partners (RCP), Ruffer Investment Company (RICA), Ashoka India Equity Investment Trust (AIE), European Opportunities Trust (EOT), European Smaller Companies Trust (ESCT), JPMorgan Emerging Markets (JMG), Pacific Horizon (PHI), Apax Global Alpha (APAX), Bell

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: Jupiter Emerging and Frontier Income (JEFI), Supermarket Income REIT (SUPR), GCP Asset Backed Income (GABI), Polar Capital Global Financials Trust (PCFT), Alliance Trust (ATST), abrdn UK Smaller Companies Growth Trust (AUSC), Law Debenture Corporation (LWDB), Murray Income Trust (MUT), Abdrn China Investment Company (ACIC), The Gulf Investment Fund (GIF), Mobius Investment Trust (MMIT), Herald Investment Trust (HRI), Riverstone Energy (RSE), UIL Limited (UTL), Chrysalis Investments (CHRY), Pantheon International (PIN), Seraphim Space Investment Trust (SSIT), Bluefield Solar Income Fund (BSIF), Downing Renewables and Infrastructure Trust (DORE), Greencoat UK Wind (UKW), VH Global Sustainable Energy Opportunities (GSEO

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, the podcast was recorded at the height of Storm Eunice and we apologise for the unavoidable noise as the winds buffeted against the windows! Trusts mentioned this week (with tickers) include: Crystal Amber Fund (CRS), Jupiter Emerging and Frontier Income (JEFI), Honeycomb Investment Trust (HONY), Third Point Investors (TPOU), Impact Healthcare REIT (IHR), Brunner Investment Trust (BUT), Scottish American (SAIN), City of London Investment Trust (CTY), Diverse Income Trust (DIVI), Polar Capital Global Financials (PCFT), Schroder BSC Social Impact Trust (SBSI), Gabelli Merger Plus+ (GMP), JLEN Environmental Assets Group (JLEN), The Renewables Infrastructure Group (TRIG), Next Energy Solar Fund (NESF), Civitas Social Housing (CSH). Section Timestamps: 00:18

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: River and Mercantile UK Micro Cap (RMMC), Strategic Equity Capital (SEC), Third Point Investors (TPOU), UK Mortgages (UKML) and 24 Income Fund (TFIF), LXI REIT (LXI), BlackRock Throgmorton Trust (THRG), BlackRock Sustainable American Income Trust (BRSA), Brown Advisory Smaller US Companies (BASC), CC Japan Income and Growth (CCJI), Foresight Solar Fund (FSFL), Octopus Renewables Infrastructure Trust (ORIT), Syncona (SYNC), Civitas Social Housing (CSH), Custodian REIT (CREI), Ediston Property Investment Company (EPIC), PRS REIT (PRSR), Phoenix Spree Deutschland (PSDL), Round Hill Music Royalty Fund (RHM). Section Timestamps: 00:18 - Review of the week 05:20 - Corporate activity 21:05 - Fundraising 23:02 - Results 26

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: Aquila Energy Efficiency Trust (AEET), Hipgnosis Songs Fund (SONG), Abrdn European Logistics Income (ASLI), Polar Capital Global Financials (PCFT), Residential Secure Income (RESI), Aberforth Smaller Companies Trust (ASL), Henderson Opportunities Trust (HOT), Invesco Select (IVPU), Jupiter Emerging and Frontier Income (JEFI), 3i Infrastructure (3IN), Aquila European Renewables Income (AERS/AERI), BlackRock Energy and Resources Income Trust (BERI), ICG Enterprise (ICGT), Riverstone Energy (RSE), Alternative Income REIT (AIRE), Impact Healthcare REIT (IHR), Standard Life Investments Property Income (SLI), UK Commercial Property REIT (UKCM). Section Timestamps: 00:18 - Review of the week 04:11 - Corporate activity 14:

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, for the first time since the launch of the podcast in April 2020, Jonathan and Simon meet in person to discuss the latest developments! Trusts mentioned this week (with tickers) include: EP Global Opportunities (EPG), JP Morgan European Investment Trust (JETG/JETI), Cordiant Digital Infrastructure (CORD), Digital 9 Infrastructure (DGI9), Impact Healthcare REIT (IHR), Polar Capital Global Financials (PCFT), JLEN Environmental Assets (JLEN), BMO Managed Portfolio (BMPG/BMPI), Aberforth Split Level Income Trust (ASIT), Henderson Smaller Companies Investment Trust (HSL), Baillie Gifford US Growth Trust (USA), Invesco Asia Trust (IAT), JP Morgan Russian Securities (JRS), Chrysalis Investments (CHRY), 3i Group (III), Standard Life Private Equity (SLPE), Oakley