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 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

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 me

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

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 lis

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 -

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 respon

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

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 Ho

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 Trus

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

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

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

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: abrdn China Investment Company (ACIC), Alliance Trust (ATST), Drum Income Plus REIT (DRIP), Electra Private Equity (ELTA), GCP Student Living (DIGS), Gresham House Strategic (GHS), Greencoat UK Wind (UKW), Harmony Energy Income Trust (HEIT), Schroder BSC Social Impact Trust (SBSI), ThomasLloyd Energy Impact Trust, Tufton Oceanic Assets (SHIP), BlackRock Smaller Companies Trust (BRSC), Downing Strategic Micro-Cap Investment Trust (DSM), BlackRock Greater Europe Investment Trust (BRGE), Fidelity Emerging Markets (FEML), Apax Global Alpha (APAX), International Biotechnology Trust (IBT), Custodian REIT (CREI), Standard Life Investments Property Income (SLI), UK Commercial Property REIT (UKCM), Target Healthcare REIT (THR

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 Emerging Markets Investment Company (AEMC) / Aberdeen New Thai Investment Trust (ANW) / abrdn China Investment Company (ACIC), Standard Life UK Smaller Companies Trust (SLS) / abrdn UK Smaller Companies Growth Trust (AUSC), Artemis Alpha (ATS), EP Global Opportunities Trust (EPG), Third Point Investors (TPOU), Urban Logistics REIT (SHED), Atrato On Site Energy (ROOF), Nippon Active Value Fund (NAVF), Foresight Sustainable Forestry Trust, Henderson International Income (HINT), Schroder BSC Social Impact Trust (SBSI), Asia Dragon (DGN), Brown Advisory US Smaller Companies (BASC), Henderson Far East Income (HFEL), JP Morgan Global Emerging Markets Income Trust (JEMI), Pacific Assets (PAC), Schroder Japan Growth