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. Equities stage a retreat and we look back at the share issuance trends of 2020 and focus on the performance of listed private equity trusts. Trusts mentioned this week (with tickers) include: Gabelli Value Plus + (GVP), Scottish Mortgage (SMT), Odyssean (OIT), Independent Investment Trust (IIT), Genesis Emerging Markets (GEM), J.P.Morgan Asia Growth and Income (JAGI), Octopus Renewable Infrastructure (ORIT), Hipgnosis Song Fund (SONG), Schroder UK Public Private Trust (SUPP), Pantheon International (PIN), Princess Private Equity (PEY), HarbourVest Global Equity (HVPE), Oakley Capital Investments (OCI), Standard Life Private Equity (SLPE) and others. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also availa

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. Not a huge amount of news this week, but an opportunity to look back over 2020 and discuss some of the broader features of the investment trust sector, as well as the outlook for the New Year. Trusts mentioned this week (with tickers) include: Value and Income (VIN), Schiehallion (MNTN), Gabelli Value Plus + (GVP), J.P.Morgan Indian (JII), Pantheon International (PIN), Hipgnosis (SONG), Round Hill Music Royalty (RHM). Scottish Mortgage (SMT), Mid Wynd (MWI) and Martin Currie Global (MNP). This week also sees the start of the Money Makers circle, 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 portfoli

In this special edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to the economist and author, Professor John Kay. Professor Kay has been a director and shareholder of several investment trusts, including Scottish Mortgage (SMT) and Value and Income (VIN), and is the author of Radical Uncertainty and The Long and The Short of It, among other well received books. 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: Gulf Investment Fund (GIF), Ecofin US Renewables Infrastructure (RNEW), Gore Street Energy Storage (GSF), Round Hill Music Royalty (RHM), Schroder BSC Social Impact Trust (SBSI), BMO Global Smaller Companies (BGSC), The Scottish Investment Trust (SCIT), Aberdeen Diversified Income and Growth (ADIG), Finsbury Growth and Income (FGT), Miton UK Microcap (MINI), River and Mercantile UK Micro Cap (RMMC), Aberdeen New Dawn (ABD), Blackrock Frontiers (BRFI), J.P.Morgan Smaller Companies Trust (JESC), Schroder Asia Pacific (SDP), Ecofin Global Utilities and Infrastructure (EGL), Gore Street Energy Storage (GSF), GCP Infrastructure (GCP), Jupiter Green Investment Trust (JGC), Polar Capital Global Healthcare (PCGH), Ediston Pr

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 European Logistics Income (ASLI), Tritax Big Box REIT (BBOX), Gabelli Value Plus (GVP), Jupiter US Smaller Companies (JUSC), Keystone (KIT), Greencoat Renewables (GRP), J.P.Morgan Core Real Assets (JARA), Round Hill Music Royalty (RHM), Edinburgh Worldwide (EWI), Majedie Investments (MAJE), Securities Trust of Scotland (STS), Artemis Alpha (ATS), Lowland (LWI), Oryx International Growth (OIG), Atlantis Japan Growth (AJG), Fidelity China Special Situations (FCSS), Henderson European Focus (HEFT), J.P.Morgan China Growth & Income (JCGL), J.P.Morgan Japanese (JFJ), Schroder European Real Estate (SERE), Electra Private Equity (ELTA), Henderson Diversifed Income (HDIV), Polar Capital Technology (PCT),

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: Invesco Income Growth (IVI), Invesco Perpetual Select (IVPU), Jupiter UK Growth (JUKG), Downing Renewables and Infrastructure (DORE), Golden Prospect (GPM), Gore Street Energy Storage (GSF), Premier Miton Global Renewables (PMGR), The Renewables Infrastructure Group (TRIG), Lindsell Train (LTI), Monks (MNKS), Senceca Global Income and Growth (SIGT), BMO UK High Income (BHI), Chelverton UK Dividend (SDV), Odyssean (OIT), BMO Commercial Property (BCPT), BMO Real Estate Investments (BREI), Civitas Social Housing (CSH), Custodian REIT (CREI), Residential Secure Income (RESI), Tritax Eurobox (EBOX), Augmentum Fintech (AUGM), Hipgnosis Funds (SONG) and TwentyFour Income (TFIF). You can find more information, including rel

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: Alternative Credit Investments (ACI), Alternative Income REIT (AERI), Baillie Gifford China Growth (BGCG), Gulf Investment Fund (GIF), Gresham House Energy Storage (GRID), Schroder British Opportunities Trust (SBO), Schroder BSC Social Impact (SBSI), Aberdeen Standard Equity Income (ASEI), BMO Capital & Income (BCI), Troy Income and Growth (TIGT), Securities Trust of Scotland (STS), Baillie Gifford UK Growth (BGUK), J.P.Morgan Elect (JPE/JPEI), Aberdeen Japan (AJIT), Aberdeen New India (ANII), Baillie Gifford European Growth (BGEU), Templeton Emerging Markets (TEM), Utilico Emerging Markets (UEM), HICL Infrastructure (HICL), JLEN Environmental Assets (JLEN) and NextEnergy Solar (NESF), Invesco Enhanced Income (IPE),

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 discussed (with tickers) include J.P.Morgan Brazil (JPB), Murray Income (MUT), Standard Life Smaller Companies (SLS), UK Mortgages (UKML), BBGI Global Infrastructure (BBGI), Blackrock Throgmorton Trust (THRG), Bluefield Solar Income (BSIF), Gove Street Energy Storage (GSF), Manchester and London Investment Trust (MNL), Edinburgh Investment Trust (EDIN), Schroder Income Growth (SCF), Montanaro European Smaller Companies Trust (MTE), Personal Assets (PNL), Scottish Mortgage (SMT), Biotech Growth Trust (BIOG), International Biotech (IBT), International Public Partnerships (INPP), AEW UK REIT (AEWIU) and Schroder Real Estate (SREI). You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Associ

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 include: Gabelli Value Plus + (GVP), Perpetual Income and Growth (PLI), Murray Income (MUT), Strategic Equity Capital (SEC), Baillie Gifford China Growth (BGCG), Blackrock Throgmorton (THRG), J.P.Morgan Global Core Real Assets (JARA), Gresham House Energy Storage (GRID), Round Hill Music Royalty (RHM), Hipgnosis Songs (SONG), Schroder British Opportunities, AVI Global Trust (AGT), Schroder Oriental Income (SOI), 3i (III), 3i Infrastructure (3IN), Capital Gearing Trust (CGT), HGCapital (HGT), Sequoia Economc Infrastructure (SEQI), Foresight Solar Fund (FSFL), US Solar (USF), Picton Property Income (PCTN), Regional REIT (RGL) and Urban Logistics (SHED). You can find more information, including relevant disclosures, at www.money-makers.co. O

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: Alternative Credit Investments (ACI), Gabelli Value Plus + (GCP), Pacific Horizon (PHI), Baillie Gifford China Growth (BGCG), Downing Renewables and Infrastructure (DORE), Hipgnosis (SONG), Round Hill Music Royalty Fund, Blackrock Smaller Companies (BRSC), Downing Strategic Micro-Cap (DSM), Edinburgh (EDIN), Fidelity Special Values (FSV), Value and Income (VIN), Scottish Mortgage (SMT), Henderson Far East Income (HFEL), Scottish Oriental Smaller Companies (SST), Apax Global Alpha (APAX), International Biotechnology (IBT), JZ Capital Partners (JZCP), Alternative Income REIT (AIRE), Civitas Social Housing (CSH), GCP Student Living (DIGS), Standard Life Property Income (SLI), J.P.Morgan Japanese (JPJ) and Montanaro Eur

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 discussed include: Alternative Income REIT (AIRE), Perpetual Income and Growth (PLI), Premier Global Infrastructure (PGIT), Troy Income and Growth (TGIT), UK Mortgages (UKML), Augmentum Fintech (AUGM), Sandford Deland UK Buffettology Smaller Companies, Montanaro UK Smaller Companies (MTU), Mid Wynd International (MWY), Aberdeen Standard Asia Focus (AAS), Aberdeen New Dawn (ABD), Aberdeen Dragon (DGN), Henderson International Income (HINT), J.P.Morgan Emerging Markets Income (JEMI), VinaCapital Vietnam Opportunity Fund (VOF), Bluefield Solar Income Fund (BSIF), GCP Infrastructure (GCP), Greencoat Renewables (GRP), Greencoat UK Wind (UKW), Next Energy Solar Fund (NESF), Gresham House Energy Storage (GRID), Custodian REIT (CREI), Ediston Property (EPIC), Picton P

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 (with tickers) include: Aberdeen Diversified Income and Growth (AIG), Baring Emerging Europe (BEE), Gabelli Value Plus+ (GVP), J.P.Morgan European Growth/Income (JETG/JETI), Triple Point Social Housing (SOHO), Mercantile (MRC), Aberdeen New Thai (ANW), Blackrock Greater Europe (BRGE), Jupiter US Smaller Companies (JUS), Schroder Japan Growth (SJG), Golden Prospect Precious Metals (GPM), AEW UK REIT (AEWU), BMO Commercial Property Trust (BCPT), Empiric Student Property (ESP), Alliance Trust (ATST), Baillie Gifford Japan (BGFD), Odyssean (OIT) and Pacific Horizon (PHI). Also included is an explanation of how tender offers work. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on t

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 discussed this week include: Baillie Gifford China Growth Trust (BGCG), Fidelity China Special Situations (FCSS), J.P.Morgan China Growth and Income (JCGI), Murray Income (MUT), Perpetual Income and Growth (PLI), Premier Global Infrastructure (PGIT), Gresham House Energy Storage (GRID), SDCL Energy Efficiency Income (SEIT), Triple Point Energy Efficiency Infrastructure (TEEC), Invesco Perpetual UK Smaller Companies (IPU), J.P.Morgan Smaller Companies Investment Trust (JMI), Jupiter UK Growth (JUKG), Fidelity Asian Values (FAS), Aberdeen Standard Asia Focus (AAS), Tritax Big Box REIT (BBOX), GCP infrastructure (GCP), Gabelli Value Plus+ (GVP), Hipgnosis Songs Fund (SONG) and Round Hill Music Royalty Fund. You can find more information, including relevant discl

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 discussed include two current IPOs (Tellworth British Opportunities and Home REIT), Jupiter US Smaller Companies (JUS), Baring Emerging Europe (BEE), Gabelli Value Plus + (GVP), Perpetual Income and Growth (PLI), Merian Chrysalis (MERI), Supermarket Income REIT (SUPR), Aquila EuropeanRenewables (AERS/AERI), Baillie Gifford Japan (BGFD), Genesis Emerging Markets (GSS), Pacific Assets (PAC), TR European Growth (TRG), ICG Enterprise (ICGT), J.P.Morgan Multi-Asset (MATE), PRS REIT (PRSR) and Target Healthcare REIT (THRL); plus the latest market and share price movements over the week. You can find more information, including relevant disclosures, at www.money-makers.co. Producer: Ben Gamblin

In the latest edition of our weekly investment trust podcast Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, discuss in order: Pacific Assets (PAC), Strategic Equity Capital (SEC), Troy Income and Growth (TIGT), Witan Pacific (BGCG), Greencoat UK Wind (UKW), Jupiter UK Growth (JUKG), Merian Chrysalis (MERI), Merchants (MRCH), Henderson Eurotrust (HNE), Ashoka India Equity (AIE), India Capital Growth (IGC), J.P.Morgan Emerging Markets (JMG), Pacific Horizon (PHI), Aberdeen Standard European Logistics (ASLI), BMO Commercial Property Trust (BCPY), BMO Real Estate Investments (BREI), Schroder European Real Estate (SERE), Triple Point Social Housing REIT (SOHO) and UK Public Private (SUPP), formerly Woodford Patient Capital, and Manchester and London (MNL). We also discuss the five trusts currently looking to raise money through Initial Public Offerings. You can find more information, including relevant disclosures, at

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 include: Temple Bar (TMPL), Hipgnosis (SONG), Urban Logistics REIT (SHED), Murray Income (MUT), Baillie Gifford Shin Nippon (BGS), European Opportunities (JEO), Bluefield Solar (BSF), J.P.Morgan Growth and Income (JGGI), Standard Life Property Income(SLI), UK Commercial Property (UKCM), Menhaden (MHN), and The Schiehallion Fund (MNTN). You can find more information, including relevant disclosures, at www.money-makers.co. Producer: 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: Securities Trust of Scotland (STS), Merian Chrysalis (MERI), North American Smaller Companies (NAS), AVI Japan Opportunity (AJOT), Martin Currie Global Portfolio (MNP), Witan Pacific (WPC), Hgcapital (HGT), Octopus Renewables Infrastructure (ORIT), Greencoat Renewables (GRP), Aquila European Renewables (AERS/AERI), US Solar (USF) and Gabelli Value Plus + (GVP). You can find more information, including relevant disclosures, at www.money-makers.co. Producer: 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 (with tickers) include: Ruffer Investment Company (RICA), Henderson High Income (HHI), Standard Life Smaller Companies (SLS), Aberdeen Smaller Companies Income (ASCI), Blackrock Latin America (BRLA), Schroder Asia Total Return (ATR), Hipgnosis (SONG), International Public Partnerships (INPP), Oakley Capital (OCI), Witan (WTAN) and Invesco Income Growth (IVI). You can find more information, including relevant disclosures, at www.money-makers.co.

After a short summer break Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, return to review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned (with tickers) include: Scottish Mortgage (SMT), Temple Bar (TMPL), Baillie Gifford US Growth (USA), Hipgnosis Songs (SONG), Witan (WTAN), Mid Wynd International (MWY), Miton UK Microcap (MINI), Foresight Solar (FSFL), Pershing Square Holdings (PSH), Merian Chrysalis (MERI), J.P.Morgan US Smaller Companies (JUSC and BBGI (BBGI). Topics also include: FTSE index changes, fund flow data, the UK equity sector, this week's sell-off and another planned IPO (Tellworth British Recovery and Growth). You can find more information, including relevant disclosures, at www.money-makers.co.

In the second part of a special two-part podcast, Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, step back from tracking the week's news to provide an in-depth primer on what investment trusts are and how they operate. The second part of this special holiday edition, designed as an introductory guide for first time investors in investment trusts and as a refresher for more experienced shareholders, covers alternative assets and the role of sectors. The normal free weekly podcast will resume in early September. You can find more information, including relevant disclosures, at www.money-makers.co