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: 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), Princess Private Equity (PEY), International Public Partnerships Ltd (INPP), Tufton Oceanic Assets (SHIP), US Solar Fund (USF), VH Global Sustainable Energy Opportunities (GSEO), Golden Prospect Precious Metals (GPM), PRS REIT (PRSR), Triple Point Social Housing (SOHO).

Section Timestamps:

00:18 - Review of the week

02:44 - Corporate activity

13:34 - Fundraising

19:38 - Results

21:26 - Results (UK)

25:36 - Money Makers Circle

26:02 - Results (overseas)

37:03 - Results (private equity)

41:57 - Results (specialist)

49:19 - Results (property)

53:58 - 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: 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 - Results (private equity)

46:35 - Results (property)

49:23 - Looking ahead

52:54 - 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 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 - Money Makers Circle

36:30 - Results (continued)

51:03 - Results (renewables)

56:58 - Results (property)

58:21 - Master Investor Show

59:03 - Ukraine and the markets

1:03:20 - Close

Jonathan and Simon will be appearing at the Master Investor Show at the Islington Design Centre, London on Saturday 19 March 2022. For details including virtual and in-person tickets, visit the Master Investor website at https://events.masterinvestor.co.uk/

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 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: 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), Bellvue Healthcare Trust - formerly BB Healthcare Trust (BBH), Greencoat Renewables (GRP), Supermarket Income REIT (SUPR), Tritax Big Box REIT (BBOX).

Section Timestamps:

00:18 - The week in context

02:30 - Review of the week

06:32 - Corporate activity (Russian-exposed trusts)

22:24 - Index changes

26:48 - Other corporate activity

34:09 - Trust performance in the past month

38:48 - Money Makers Circle

39:40 - Results

43:39 - Results (flexible investment trusts)

49:15 - Results (overseas)

55:22 - Results (specialist)

1:00:23 - Results (property)

1:02:49 - Potential impact of current events on the year

1:06:16 - 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 90 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), 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).

Section Timestamps:

00:18 - Review of the market

08:13 - Corporate news

16:07 - Fundraising

19:51 - Results

26:39 - Results (UK)

31:32 - Results (overseas)

36:43 - Results (specialist)

42:22 - Money Makers Circle

52:42 - Results (infrastructure and renewables)

57:14 - 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 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 90 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. 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 - Review of the week

05:50 - Money Makers Circle

07:26 - Corporate news

27:02 - Fundraising

30:49 - Results

48:03 - Results (specialist)

59:17 - 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 90 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: 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

26:04 - Money Makers Circle

27:13 - Results (overseas)

33:32 - Results (specialist)

41:08 - Results (property)

49:51 - Music royalties

54:48 - The week ahead and 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 90 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: 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

14:07 - Fundraising

19:56 - Results

27:30 - Results (overseas)

29:07 - Money Makers Circle

29:40 - Results (specialist)

38:54 - Results (property)

46:24 - Prospects for the year

48:29 - 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 90 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.

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 Capital Investments (OCI).

Section Timestamps:

00:18 - Review of the week

04:45 - Corporate activity

09:26 - Fundraising

13:39 - Money Makers Circle

17:17 - Results

32:12 - Results (private equity)

45:18 - 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 90 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: 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 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 90 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.