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: 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 - Money Makers Circle

51:11 - 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 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 response to our over 110 podcasts since launch.

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.

Produced by Ben Gamblin.

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

03:00 - Money Makers Circle

06:25 - Fundraising

11:48 - Results

21:53 - Results (UK)

28:53 - Results (overseas)

39:54 - Results (specialist)

50:09 - Results (property)

54:32 - 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 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 response to our over 110 podcasts since launch.

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.

Produced by Ben Gamblin.

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 - Results (overseas)

34:06 - Results (specialist)

40:34 - Shareholder Communication Awards

45:22 - 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 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 response to our 110 podcasts since launch.

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.

Produced by Ben Gamblin.

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

14:51 - Money Makers Circle

15:32 - Results

23:39 - Results (specialist)

32:47 - Results (infrastructure)

39:46 - Results (property)

46:16 - 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 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 response to our over 100 podcasts since launch.

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.

Produced by Ben Gamblin.

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 (specialist)

32:22 - Results (property)

45:49 - The weeks ahead

47:19 - Money Makers Circle

48:06 - 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 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 response to our over 100 podcasts since launch.

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.

Produced by Ben Gamblin.

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 Makers Circle

20:58 - Results (UK)

31:41 - Results (overseas)

37:24 - Results (specialist)

56:57 - Results (property)

1:01:05 - 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 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 response to our over 100 podcasts since launch.

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.

Produced by Ben Gamblin.

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 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 response to our over 100 podcasts since launch.

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.

Produced by Ben Gamblin.

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 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 response to our over 100 podcasts since launch.

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.

Produced by Ben Gamblin.

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 Makers Circle

42:15 - 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 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 response to our over 100 podcasts since launch.

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.

Produced by Ben Gamblin.

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 Japan (FJV), Nippon Active Value Fund (NAVF), RTW Venture Fund (RTW), Schiehallion Fund (MNTN/MNTC), Octopus Renewables Infrastructure Trust (ORIT), BBGI Global Infrastructure (BBGI), Schroder BSC Social Impact Trust (SBSI), Impact Healthcare REIT (IHR), BMO Real Estate Investments (BREI), Phoenix Spree Deutschland (PSDL).

Section Timestamps:

01:36 - Review of the week

06:29 - Corporate activity

15:50 - Fundraising

17:19 - Moses and Methuselah Podcast

21:27 - Results

32:41 - Results (overseas)

39:39 - Results (private equity)

42:49 - Results (infrastructure and renewables)

46:26 - Results (specialist)

53:02 - First quarter movements

57:22 - Money Makers Circle

58:07 - 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 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 response to our over 100 podcasts since launch.

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.

Produced by Ben Gamblin.