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 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 Trusts and Funds event

42:48 - Close

Jonathan and Simon will be appearing at the Mello Trust and Funds event being held on Tuesday 18 January 2022. If you wish to view this online discussion, details can be found on the event website: https://melloevents.com/upcoming-event/mello-investment-trusts-funds-18th-january-2022/

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: 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 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. 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 - Buybacks

00:23:47 - Corporate activity in general

00:30:51 - Corporate activity catch-up

00:48:15 - Results

00:56:01 - Looking ahead to 2022

01:03:19 - 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 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.

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 response to our nearly 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: 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), Polar Capital Technology Trust (PCT), Taylor Maritime Investments (TMI), Hipgnosis Songs Fund (SONG).

Section Timestamps:

0:00:19 - Review of the week

0:03:28 - Corporate news

0:15:56 - Fundraising

0:23:33 - Results

0:27:43 - Investment Trust Handbook

0:30:02 - Results (UK)

0:41:40 - Results (overseas)

0:47:16 - Results (specialist)

0:50:05 - Money Makers Circle

0:58:51 - Winterfloods Christmas Quiz

1:02:37 - 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 nearly 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: 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 Housing (CSH), Schroder European Real Estate Investment Trust (SERE), Tritax EuroBox (EBOX).

Section Timestamps:

00:24 - Review of the week

04:04 - Corporate activity

15:59 - Fundraising

18:06 - Money Makers Circle

18:52 - Results (global)

28:54 - Results (flexible)

33:17 - Results (UK)

41:33 - Results (overseas)

51:48 - Results (specialist and property)

57:57 - 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 80 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: 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 Trust (TRY).

Section Timestamps:

00:19 - Review of the week

03:22 - Corporate activity

17:06 - Fundraising

28:31 - Results (UK)

33:48 - Results (overseas)

48:46 - Money Makers Circle

49:20 - Results (property)

55:19 - 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 80 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’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 Investment Trust (EDIN), JPMorgan Elect Managed Income (JPEI), Montanaro UK Smaller Companies (MTU), Odyssean Investment Trust (OIT), Aberdeen Japan (AJIT), Aberdeen New India (ANII), Baillie Gifford European Growth (BGEU), JPMorgan European (JETG/JETI), Templeton Emerging Markets (TEM), Utilico Emerging Markets (UEM), Augmentum Fintech (AUGM), Cordiant Digital Infrastructure (CORD/CCRD), HICL Infrastructure Trust (HICL), International Public Partnerships (INPP), JLEN Environmental Assets (JLEN), Sequoia Economic Infrastructure Income (SEQI), LXI REIT (LXI), Schroder Real Estate (SREI).

Section Timestamps:

00:53 - Corporate news

11:50 - Money Makers Circle

12:32 - Fundraising

16:28 - Results

36:59 - Results (European)

39:57 - Results (emerging markets)

42:27 - Results (specialists)

50:37 - Results (property)

52:48 - 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 80 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: 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 Indexed Property Income (VIP).

Section Timestamps:

00:19 - Review of the week

03:02 - Corporate news

12:22 - Fundraising

30:07 - Money Makers Circle

30:38 - Results

44:22 - Results (property)

49:18 - Annual Investment Trust Awards

51:40 - 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 80 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: 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 Timestamps:

0:00:19 - Review of the week

0:01:34 - Corporate activity

0:12:06 - Fundraising

0:18:25 - Results

0:33:42 - Money Makers Circle

0:34:22 - Results (UK trusts)

0:40:19 - Results (overseas)

0:43:19 - Results (specialists)

0:48:32 - Results (healthcare and biotech)

0:52:20 - Results (property)

1:00:14 - Mello Event 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 80 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.