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. Topics covered this week include: the market lull, more fundraising news, and a first foray into space.

Trusts mentioned this week (with tickers) include: Augmentum Fintech (AUGM), Polar Capital Global Financials (PCFT), Hipgnosis Songs Fund (SONG), Seraphim Space Investment Trust, Ashoka India Equity (AIE), Lindsell Train Investment Trust (LTI), Monks (MNKS), Momentum Multi-Asset Value Trust (MAVT), Montanaro UK Smaller Companies (MTU), River and Mercantile UK Micro Cap (RMMC), JPMorgan European Smaller Companies (JESC) / JPMorgan European Discovery Trust (JEDT), Montanaro European Smaller Companies Trust (MTE), Next Energy Solar Fund (NESF), Syncona (SYNC), Custodian REIT (CREI).

Section Timestamps:

00:22 - Review of the week

03:05 - Fundraising

18:23 - Results

31:00 - Results (UK and Europe)

41:01 - Results (specialist)

47:52 - Results (property)

50:02 - Forecasting the market

53:06 - Money Makers Circle

53:19 - Close

The Money Makers circle is now up and running. It 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, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 60 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: PRS REIT (PRSR), Digital 9 Infrastructure (DGI9), Cordient Digital Infrastructure (CORD), Octopus Renewables Infrastructure (ORIT), Aberdeen Diversified Income and Growth (ADIG), Personal Assets Trust (PNL), Baillie Gifford UK Growth (BGUK), Aberdeen New India (ANII), JPMorgan Indian Investment Trust (JII), Fidelity China Special Situations (FCSS), Templeton Emerging Markets (TEM), Urban Logistics REIT (SHED), Biotech Growth Trust (BIOG), Gabelli Value Plus+ (GVP), GCP Infrastructure (GCP), JLEN Environmental Assets (JLEN), Hipgnosis Songs Fund (SONG).

Section Timestamps:

00:19 - Weekly roundup

02:44 - Corporate activity

05:51 - Fundraising

13:39 - Results (flexible investments)

21:15 - Results (UK)

23:12 - Results (overseas)

30:52 - Results (property)

34:31 - Results (specialists)

46:20 - Mello Investment Trust and Fund Event

47:01 - Money Makers Circle

47:23 - Close

The Money Makers circle is now up and running. It 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, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 50 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.

Topics covered this week include: the annual review of the FTSE market indices, the ongoing BH Global/BH Macro merger, the latest fundraising news, Pershing Square's SPAC and results from around the investment trust sectors.

Trusts mentioned this week (with tickers) include: BH Global (BHGG) / BH Macro (BHMG), Scottish Investment Trust (SCIN), Aquila Energy Efficiency (AEET/AEEE), UK Residential REIT, Edinburgh Worldwide (EWR), Odyssean Investment Trust (OIT), Aurora Investment Trust (ARR), BMO Capital and Income (BCI), Shires Income (SHRS), JPMorgan European Investment Trust (JETG/JETI), BlackRock Frontiers Investment Trust (BRFI), Triple Point Energy Efficiency Infrastructure (TEEC), Worldwide Healthcare Trust (WWH), Phoenix Spree Deutschland (PSDL), Schroder Real Estate Investment Trust (SREI), Hipgnosis Songs Fund (SONG), Pershing Square Holdings (PSH).

Section timestamps:

00:18 - Review of the week

04:58 - Corporate activity

17:10 - Fundraising

23:04 - Results (global)

27:40 - Results (UK)

36:47 - Results (overseas)

41:35 - Results (specialists)

44:54 - Money Makers Circle (RTW Venture Fund)

45:16 - Results (property)

47:45 - Other items

54:30 - Close

The Money Makers circle is now up and running. It 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, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 60 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.

Topics covered include: market worries about inflation, a full on scrap over the future of Third Point Investors and the latest successful IPO.

Trusts mentioned this week (with tickers): Strategic Equity Capital (SEC), Odyssean Investment Trust (OIT), Gresham House Strategic (GHS), Third Point Investors (TPOU), Ashoka India Equity (AIE), DGI9 Infrastructure (DGI9), Acorn Income Fund (AIF), Taylor Maritime Investments (TMI, TMIP), Tritax EuroBox (EBOX), AVI Global Trust (AGT), Caledonia Investments (CLDN), Majedie (MAJE), BMO UK High Income (BHI), Edinburgh Investment Trust (EDIN), Lowland Investment Trust (LWI), Henderson European Focus Trust (HEFT), J.P.Morgan Asia Growth and Income (JAGI), Chrysalis Investments (CHRY), Harbourvest Global Private Equity (HVPE), HICL Infrastructure (HICL),  Drum Income Plus (DRIP), Picton Property Income (PCTN), Residential Secure Income (RESI), TR Property (TRY) and Warehouse REIT (WHR).

Section Timestamps:

00:19 Overview of the week

02:30 Corporate activity

16:49 Fundraising

25:09 Results

39:45 Results (overseas)

42:06 Results (specialists)

46:25 Results (property)

The Money Makers circle is now up and running. It 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, forums, market/portfolio reviews and regular extracts from the editor’s notebook.

This week's offerings include an extended 45-minute conversation with Richard Curling, manager of the Jupiter Alternative Monthly Income Fund, about deriving income from a portfolio of alternative asset investments trusts

For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 60 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: Acorn Income Fund (AIF), BH Global (BHGG) and BH Macro (BHMG), City Merchants High Yield (CMHY) and Invesco Enhanced Income (IPE), Cordiant Digital Infrastructure (CORD), Securities Trust of Scotland (STS), Aberdeen Standard Equity Income (ASEI), JPMorgan Elect (JPE/JPEI/JPEC), Capital Gearing Trust (CGT), JZ Capital Partners (JZCP), Baillie Gifford European Growth Trust (BGEU), Barings Emerging EMEA Opportunities (BEMO), JPMorgan China Growth and Income (JCGI), JPMorgan Japanese Investment Trust (JFJ), Schroder AsiaPacific Fund (SDP), Ecofin Global Utilities and Infrastructure (EGL), Electra Private Equity (ELTA), LXi REIT (LXi), Ediston Property Investment Company (EPIC), Tritax Eurobox (EBOX).

Section Timestamps:

00:14 - Overview

02:53 - Corporate activity

12:00 - Fundraising

15:02 - Results

17:26 - Results (UK)

23:53 - Results (flexible investments)

30:56 - Results (overseas)

38:48 - Results (specialists)

43:41 - Results (property)

50:51 - Close

The Money Makers circle is now up and running. It 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, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 60 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. Topics this week include: inflation worries, the outperformance of the UK market, James Anderson’s farewell blast at Scottish Mortgage, the latest fund-raising news and some big trust names’ results.

Trusts mentioned this week (with tickers) include: Strategic Equity Capital (SEC), Aquila Energy Efficiency, JLEN Enviornmental Assets (JLEN), Polar Capital Global Financials (PCFT), North Atlantic Smaller Companies (NAS), Scottish Mortgage Investment Trust (SMT), BlackRock Smaller Companies Trust (BRSC), Downing Strategic Micro-Cap (DSM), Finsbury Growth and Income (FGT), Schroder Income Growth Fund (SCF), 3i Group (III), 3i Infrastructure (3IN), JP Morgan Multi-Asset Growth and Income (MATE), NextEnergy Solar Fund (NESF), Octopus Renewables Infrastructure (ORIT), Polar Capital Global Healthcare Trust (PCGH), Civitas Social Housing (CSH), GCP Student Living (DIGS), Impact Healthcare REIT (IHR), Residential Secure Income (RESI), Hipgnosis Songs Fund (SONG).

Section timestamps:

00:19 Overview of the week

03:39 Corporate activity

06:26 Fundraising

15:27 Results (general)

36:58 Results (specialists)

46:37 Results (property)

55:30 Money Makers Circle (Nick Greenwood)

The Money Makers circle is now up and running. It 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, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 50 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: Baillie Gifford China Growth Trust (BGCG), JLEN Environmental Assets (JLEN), Liontrust ESG Trust, US Solar Fund (USFP), Aberdeen Latin American Income (ALAI), Schroder Oriental Income (SOI), Bluefield Solar Income Fund (BSIF), Apax Global Alpha (Apax), Alternative Income REIT (AIRE), Custodian REIT (CREI), Standard Life Investments Property Income (SLI), UK Commercial Property REIT (UKCM), Tritax Big Box REIT (BBOX), Hipgnosis Songs Fund (SONG), Round Hill MUSIC Royalty Fund (RHM).

Section timestamps:

00:18 Overview of the week

02:43 Fundraising

20:00 Results

28:10 Results (property trusts)

38:02 Results (music royalty trusts)

41:41 Looking ahead

44:36 Money Makers Circle (Peter Hewitt)

The Money Makers circle 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, news updates, market and portfolio reviews and regular extracts from the editor's notebook. For more information about this new offering, please visit www.money-makers.co/membership-join.

embership 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 50 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.

Topics covered this week include the rebranding of a well known fund management house and the trend towards ESG. Trusts mentioned include: etc

Trusts mentioned this week include: Abrdn, BH Global (BHGG), BH Macro (BHMG), Dunedin Income Growth (DIG), M&G Credit Income (MGCI), River and Mercantile UK Microcap (RMMC), Hipgnosis Songs Fund (SONG), Impact Healthcare REIT (IHR), Taylor Maritime Investments Ltd, Henderson International Income (HINT), Keystone Positive Change (KPC), Troy Income and Growth (TIGT), Aberdeen New Thai (ANW), Bailey Gifford China Growth Trust (BGCG), BlackRock Greater Europe (BRGE), Fidelity Asian Values (FAS), Vietnam Enterprise Investments (VEIL), Baker Steel Resources Trust (BSRT), ICG Enterprise Trust (ICGT), International Biotech (IBT), RTW Venture Fund (RTW), Schroder UK Public Private (SUPP), Aberdeen Standard European Logistics Income (ASLI), Home REIT (HOME), Standard Life Investment Property Income Trust (SLI).

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: City Merchants High Yield (CMHY), Invesco Enhanced Income (IPE), Invesco Income Growth (IVI), Gore Street Energy Storage Fund (GSF), Schiehallion Fund (MNTN), Polar Capital Global Financials (PCFT), UIL Ltd (UTL), Martin Curry Global Portfolio (MNP), Fidelity Special Values (FSV), Invesco Perpetual UK Smaller Companies (IPU), Acorn Income (AIF), Asia Dragon (DGN), Henderson Far East Income (HFEL), Aquila European Renewables Income (AERS), GCP Infrastructure (GCP), HarbourVest Global Private Equity (HVPE), NB Private Equity (NBPE), Standard Life Private Equity (SLPE), Third Point Investors (TPOU), Hybrid Tactile Credit Fund (HTCF), Boussard and Gavaudan (BGHL), BMO Commercial Property Trust (BCPT), UK Commercial Property (UKCM).

The Money Makers circle is now up and running. It 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, news updates, market and portfolio reviews and regular extracts from the editor's notebook. For more information about this new offering, please visit www.money-makers.co/membership-join.

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.

Listener numbers continue to rise as the podcast enters its second year. We are grateful for your continued support and the enthusiastic and favourable response since launch. This week we reflect on another strong week for the equity markets, with Wall Street hitting new all-time highs and the FTSE 100 index reaching 7,000 for the first time in a long time.

Trusts mentioned this week (with tickers) include: BH macro (BHMG/BHMU), BH Global (BHGG/BHGU), F&C (FCIT), Invesco Select (IOVP) and Invesco Income Growth (IVI), UIL (UTL), US Solar (USF), Merchants Trust (MRCH), Schroder British Opportunities (SBO), Aberdeen Standard Asia Focus (AAS), Middlefield Canadian income (MCT), North American Income Trust (NAIT), Scottish Oriental Smaller Companies (SST), Caledonia Investments (CLDN), Golden Prospect Precious Metals (GPM), BMO Commercial Property Trust (BCPT), Phoenix Spree Deutschland (PSDL), PRS REIT (PRSR), and Schroder European Real Estate (SERE).

The Money Makers circle is now up and running. It 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, news updates, market and portfolio reviews and regular extracts from the editor's notebook. For more information about this new offering, please visit www.money-makers.co/membership-join.

This week sees the first of a series of forums in which leading investment trust experts give their answers to a currently topical issue. The weekly investment trust portfolio will continue to be free.

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.