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: Asia Dragon Trust (DGN), Drum Income Plus REIT (DRIP), Fidelity Emerginig Markets (FEML), Gresham House Strategic (GHS), JP Morgan European Investment Trust (JETG/JETI), JP Morgan Global Growth and Income (JGGI), Third Point Investors (TPOU), Alinda Capital Infrastructure Investments, Greencoat Renewables (GRP), Life Science REIT, Supermarket Income REIT (SUPR), JP Morgan Multi Asset Growth and Income (MATE), Scottish Oriental Smaller Companies (SST), Gabelli Merger Plus+ Trust (GMP), Golden Prospect Precious Metals (GPM), AEW UK REIT (AEWU), BMO Commercial Property Trust (BCPT), GCP Student Living (DIGS), Target Healthcare (THRL). Section Timestamps: 00:18 - Review of the week 02:11 - Corporate news 26:22 - Fundra

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), Artemis Alpha Trust (ATS), Baker Steel Resources Trust (BSRT), Civitas Social Housing (CSH), Electra Private Equity (ELTA), Gresham House Strategic (GHS), Gulf Investment Fund (GIF), Downing Renewables and Infrastructure (DORE), Harmony Energy Income Trust (HEIT), Pantheon Infrastructure, Invesco Perpetual UK Smaller Companies (IPU), JP Morgan UK Smaller Companies (JMI), Mercantile Investment Trust (MRC), Baillie Gifford China Growth (BCGC), Baillie Gifford Japan Trust (BGFD), Fidelity Asian Values (FAS), TR European Growth (TRG), Impact Healthcare REIT (IHR), LXI REIT (LXI), PRS REIT (PRSR), Hipgnosis Songs Fund (SONG). Section Timestamps: 00:19 - Review of the week 02:42 - Corporate activ

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), Genersis Emerging Markets (GSS) / Fidelity Emerging Markets (FEML), Greencoat Renewables (GRP), Supermarket Income REIT (SUPR), BMO Responsible Housing REIT, Civitas Social Housing (CSH), Triple Point Social Housing (SOHO), Blackfinch Renewable European Income, Schroder British Opportunities (SBO), Henderson Euro Trust (HNE), Ruffer Investment Company (RICA), Bluefield Solar Income Fund (BSIF), BMO Real Estate Investments (BREI), ICG Enterprise (ICGT). Section Timestamps: 00:19 - Review of the week 02:37 - Review of the year so far 05:03 - Corporate news 16:12 - Fundraising 28:24 - Results 32:58 - Results (overseas) 39:1

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: Custodian REIT (CREI) / DRUM Income Plus REIT (DRIP), Third Point Investors (TPOU), Schroder UK Public Private (SUPP), Aberdeen Standard European Logistics Income (ASLI), Digital 9 Infrastructure (DGI9), Downing Renewables and Infrastructure (DORE), PRS REIT (PRSR), Supermarket Income REIT (SUPR), Tritax Big Box REIT (BBOX), Gore Street Energy Storage (GSF), Manchester and London (MNL), Aurora Investment Trust (ARR), Crystal Amber Fund (CRS), Dunedin Income Growth (DIG), Merchants Trust (MRCH), Strategic Equity Capital (SEC), Ashoka India Equity Investment Trust (AIE), India Capital Growth (IGCE), North American Income Trust (NAIT), JP Morgan Emerging Markets Fund (JMG), Standard Life Private Equity (SLPO), UK Commer

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), Civitas Social Housing (CSH), Genesis Emerging Markets (GSS), Gore Street Energy Storage (GSF), BH Macro (BHMG/BHMU), Home REIT (HOME), Tritax Eurobox (EBOX), Martin Currie Global Portfolio Investment Trust (MNP), New Star Investment Trust (NSI), City of London Investment Trust (CTY), Murray Income (MUT), Baillie Gifford Shin Nippon (BGS), BlackRock Latin American (BRLA), European Opportunies Trust (JEO), Gulf Investment Fund (GIF), Nippon Active Value Fund (NAVF), Pacific Horizon (PHI), CQS New City High Yield (NCYF), Schroder UK Public Private (SUPP), Gresham House Energy Storage (GRID), US Solar Fund (USF), Phoenix Spree Deutschland (PSDL), Supermarket Income REIT (SUPR). Section Timestam

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: Baker Steel Resources Trust (BSRT), Civitas Social Housing (CSH), Digital 9 Infrastructure (DGI9), The Renewables Infrastructure Group (TRIG), Aberdeen Smaller Companies Income Trust (ASCI), Henderson High Income Trust (HHI), AVI Japan Opportunity Trust (AJOT), Schroder Asian Total Return (ATR), Biopharma Credit (BPCR), Dunedin Enterprise (DNE), RTW Venture (RTW), Third Point Investors (TPOU), Foresight Solar Fund (FSFL), Greencoat Renewables (GRP), VH Global Sustainable Energy Opportunities (GSEO), Standard Life Investments Property Income (SLI), Round Hill Music Royalty (RHM). Section Timestamps: 00:18 - Review of the week 06:34 - Corporate news 19:12 - Fundraising 24:56 - Results 30:12 - Results (overseas) 44:1

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 Asian Income Fund (AAIF), Aurora (ARR), Biopharma Credit (BPCR), Custodian REIT (CREI), GCP Student Living (DIGS), Genesis Emerging Markets (GSS), LXI REIT (LXI), Aberdeeen Standard European Logistics Income (ASLI), Aquila European Renewables Income (AERI/AERS), Target Healthcare REIT (THRL), Tritax Eurobox (EBOX), Standard Life UK Smaller Companies Trust (SLS), Vietnam Enterprise Investments (VEIL), Weiss Korea Opportunity (WKOF), Digital 9 Infrastructure (DGIN), Ecofin US Renewables Infrastructure (RNEW), International Public Partnerships (INPP), HG Capital Trust (HGT), Oakley Capital Investments (OCI), Schiehallion Fund (MNTN), Menhaden Resource Efficiency (MHN), Tufton Oceanic Assets (SHIP), Impact Healthca

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), Third Point Investors (TPOU), Aquila European Renewables Income Fund (AERS/AERI), Blackfinch Renewable European Income Trust, Cordiant Digital Infrastructure (CORD), Home REIT (HOME), Responsible Housing REIT, Schroder BSC Social Impact Trust (SBSI), SDCL Energy Efficiency Income (SEIT), The Renewables Infrastructure Group (TRIG), Mid Wynd International (MWY), BH Macro (BHMG/BHMU), Boussard & Gavaudan (BGHL/BGHS), Downings Renewables & Infrastructure (DORE), Regional REIT (RGL), Triple Point Social Housing REIT (SOHO), UK Commercial Property REIT (UKCM). Section Timestamps: 00:30 - Review of the week 02:34 - Index changes 05:32 - Corporate announcements 12:22 - Fundraising 33:53 - Results 4

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 Asian Income Fund (AAIF), BH Macro (BHMG/BHMU), Third Point Investors (TPOU), Target Healthcare REIT (THRL), JPMorgan American (JAM), JPMorgan US Smaller Companies Trust (JUSC), BBGI Global Infrastructure (BBGI), Invesco Bond Income Plus (BIPS), Pershing Square Holdings (PSH), BMO Private Equity (BPET), HG Capital Trust (HGT), Pantheon International (PIN), Princess Private Equity (PEY), GCP Student Living (DIGS), Warehouse REIT (WHR). Section Timestamps: 00:40 - Review of the market 03:21 - Corporate activity 14:26 - Fundraising 17:24 - Results 23:30 - Results (specialists) 36:01 - Results (private equity) 43:25 - Results (property) 46:09 - Looking ahead 48:08 - Postscript - JPMorgan American (JAM) The M

Jonathan Davis, editor of the Investment Trusts Handbook, reviews the main announcements and market movements in the latest edition of our free weekly investment trust podcast. While Simon Elliott, head of investment trust research of Winterflood Securities, continues his holiday, Jonathan is joined by Peter Hewitt, the manager of the BMO Managed Portfolio Trust. Please note that due to some technical issues with the remote connection this week, the sound quality of our podcast is not up to its usual standards, for which we can only apologise. However, we still hope you find the conversation interesting as Jonathan and Peter discuss what has happened over the past week, as well as some of the things that Peter owns and what he has been doing with his portfolio recently. Trusts mentioned this week (with tickers) include: Elecktra Private Equity (ELTA), Civitas Social Housing (CSH), Triple Point Social Housing (SOHO), Bluefield Solar Income Fund (BSIF), Seraphim Space Investment Trust (SSIT), Literacy Capital

Jonathan Davis, editor of the Investment Trusts Handbook, reviews the main announcements and market movements in the latest edition of our free weekly investment trust podcast. While Simon Elliott, head of investment trust research of Winterflood Securities, takes a well-deserved holiday, Jonathan is joined by Nick Greenwood, the manager of Miton Global Opportunities. Trusts mentioned this week (with tickers) include: Acorn Income Fund (AIF), GCP Student Living (DIGS), Scottish Mortgage (SMT), Pershing Square Holdings (PSH), Tritax Euro Box (EBOX), Tufton Oceanic Assets (SHIP), Taylor Maritime Investments (TMI/TMIP), BMO Real Estate Investments (BREI), Roundhill Music Royalty (RHM), Hipgnosis Songs (SONG), Literacy Capital (BOOK), Witan Investment Trust (WTAN), Baillie Gifford US Growth Trust (USA), Smithson Investment Trust (SSON), Diverse Income Trust (DIVI), Schroder UK Public Private (SUPP). Section Timestamps: 00:53 - Market overview 02:16 - Announcements 12:37 - Results 19:50 - Nick Greenwood intervi

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: Custodian REIT (CREI) / Drum Income Plus REIT (DRIP), Genesis Emerging Markets (GSS), RTW Venture Fund (RTW), ScotGems (SGEM), BMO Managed Portfolio (BMPG/BMPI), Rights and Issues Investment Trust (RIII), RIT Capital Partners (RCP), Henderson Smaller Companies Investment Trust (HSL), Invesco Select Trust (IVPU), JPMorgan Claverhouse (JCH), European Assets (EAT), Fidelity European Trust (FEV), Fidelity Japan Trust (FJV), Fundsmith Emerging Equities Trust (FEET), Mobius Investment Trust (MMIT), Allianz Technology Trust (ATT), Impax Environmental Markets (IEM), Pantheon International (PIN), Renewables Infrastructure Group (TRIG), Tritax Big Box REIT (BBOX). Section Timestamps: 00:49 - Review of the market 03:13 - Corp

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 (AEMC) / Aberdeen New Thai (ANW), BlackRock North American Income Trust (BRNA), HydrogenOne Capital Growth (HGEN), Taylor Maritime Investments (TMI/TMIP), Tufton Oceanic Assets (SHIP), F&C Investment Trust (FCIT), Scottish American Investment Trust (SAIN), Aberforth Smaller Companies Trust (ASL), Aberforth Split Level Income Trust (ASIT), BlackRock Throgmorton Trust (THRG), Law Debenture (LWDB), BlackRock Energy and Resources Income (BERI), Greencoat UK Wind (IKW), HICL Infrastructure (HICL), Oakley Capital Investments (OCI), Premier Miton Global Renewables (PMGR), BMO Commercial Property Trust (BCPT), BMO Real Estate Investments (BREY), Custodian REIT (CREI), Impact Healthcare REIT (IHR),

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), Pershing Square Holdings (PSH), Riverstone Energy (RSE), Bluefield Solar Income Fund (BSIF), Home REIT (HOME), JP Morgan Global Core Real Assets (JARA), Brunner Investment Trust (BUT), Alliance Investment Trust (ATST), Miton Global Opportunities (MIGO), Ruffer Investment Company (RICA), Invesco Asia (IAT), 3i Group (III), BB Healthcare (BBH), HarbourVest Global Private Equity (HVPE), Herald Investment Trust (HRI), Polar Capital Technology (PCT), AEW UK (AEWU), Drum Income Plus (DRIP), Ediston Property Investment Company (EPIC), Schroder Real Estate Investment Trust (SREI). Section Timestamps: 00:19 - Review of the week 01:48 - Corporate news 14:36 - Fundraising 21:51 - Results 32:42 - Re

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: Gabelli Value Plus+ (GVP), Third Point Investors (TPOU), BH Global (BHGG) / BH Macro (BHMG), RTW Venture Fund (RTW), BBGI Global Infrastructure (BBGI), Gresham House Energy Storage (GRID), Seraphim Space Investment Trust (SSIT), Urban Logistics REIT (SHED), Round Hill Music Royalty Fund (RHM), Independent Investment Trust (IIT), Aberdeen New Dawn (ABD), Gore Street Energy Storage (GSF), Schroder BSC Social Impact Trust (SBSI), PRS REIT (PRSR), Regional REIT (RGL), Hipgnosis Songs Fund (SONG). Section Timestamps: 00:19 - Review of the week 02:30 - Corporate activity 15:05 - Fundraising 24:29 - Results 26:03 - Results (overseas) 28:58 - Results (specialists and property) The Money Makers circle is now up and runnin

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), Third Point Investors (TPOU), Augmentum Fintech (AUGM), Hipgnosis Songs Fund (SONG), HydrogenOne Capital Growth (HGEN), Octopus Renewables Infrastructure Trust (ORIT), Odyssean Investment Trust (OIT), JPMorgan Global Core Real Assets (JARA), Artemis Alpha Trust (ATS), Miton UK Microcap (MINI), Oryx International Growth (OIG), Atlantis Japan Growth (AJG), Schroder European Real Estate Investment Trust (SERE), Geiger Counter (GCL), Henderson Diversified Income Trust (HDIV), Jupiter Green Investment Trust (JGC), Sequoia Economic Infrastructure Income (SEQI). Section Timestamps: 00:19 - Overview of the week 04:12 - Corporate activity 16:26 - Fundraising 29:05 - Results 31:41 - Results (UK) 3

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: BH Global (BHGG) / BH Macro (BHMG), BlackRock North American Income (BRNA), Genesis Emerging Markets (GSS), Bluefield Solar (BSIF), Gresham House Energy Storage (GRID), International Public Partnerships (INPP), Liontrust ESG Trust (ESGT), LXI REIT (LXI), Urban Logistics REIT (SHED), Henderson Opportunities Trust (HOT), Marwyn Value Investors (MVI), CC Japan Income and Growth (CCJI), JPMorgan Russian Securities (JRS), Chrysalis Investments (CHRY), Polar Capital Global Financials (PCFT), Standard Life Private Equity (SLPE), Civitas Social Housing (CSH). Section Timestamps: 00:28 - First six months of 2021 03:19 - Corporate activity 16:52 - Fundraising 33:10 - Results 38:24 - Results (overseas) 41:56 - Results (specia

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: BH Macro (BHMG) / BH Global (BHGG), Crystal Amber (CRS), LXI REIT (LXI), Round Hill Music Royalty Fund (RHM), Bankers Investment Trust (BNKR), Scottish Investment Trust (SCIN), BMO Global Smaller Companies (BGSC), Hansa Investment Company (HAN), BlackRock Income and Growth (BRIG), Chelverton UK Dividend Trust (SDV), Schroder UK Mid Cap (SCP), Aberdeen Emerging Markets (AEMC), Utilico Emerging Markets (UEM), Jupiter Emerging and Frontier Income (JEFI), JPMorgan Japan Small Cap Growth and Income (JSGI), SDCL Energy Efficiency Income (SEIT), AEW UK REIT (AEWU), Value and Indexed Property Income (VIP). Section Timestamps: 00:19 - Overview of the week 03:03 - Corporate activity 08:31 - Fundraising 14:26 - Results 26:55

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 3

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