Money Makers

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Colette Ord, the renewable energy and instructure analyst at Numis Securities, in the latest edition of the Money Makers Weekly Investment Trust podcast. In addition to our regular review of the week's main announcements and market movements, Colette shares her expert insights into the latest developments in the popular and strong performance renewable energy sector. Trusts mentioned this week (with tickers) include: Home REIT (HOME), Personal Assets Trust (PNL), JPMorgan Russian Securities (JRS), Brunner Investment Trust (BUT), Allianz Technology Trust (ATT), Greencoat UK Wind (UKW), The Renewables Infrastructure Group (TRIG), Ecofin US Renewables Infrastructure Trust (RNEW), Gore Street Energy Storage Fund (GSF), Octopus Renewables Infrastructure (ORIT), F&C Investment Trust (FCIT), Alliance Trust (ATST), Scottish American Investment Trust (SAIT), MIGO Opportunities (MIGO), Aberforth Smaller Companies Trust (ASL), Law Debentur

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Nick Greenwood, manager of MIGO Opportunities, in the latest edition of the Money Makers Weekly Investment Trust podcast. They discuss some of the week's main announcements and market movements with Nick giving his thoughts on various market sectors. Trusts mentioned this week (with tickers) include: Doric Nimrod Air One (DNA), Amedeo Air Four Plus (AA4), Ecofin US Renewables Infrastructure Trust (RNEW), LXI REIT (LXI), HICL Infrastructure (HICL), Polar Capital Technology (PCT), Herald Investment Trust (HRI), BlackRock Throgmorton (THRG), Miton UK Micro Cap (MINI), MB Private Equity Partners (MBPE), HarbourVest Global Private Equity (HVPE), Oakley Capital Investments (OCI), Baker Steel Resources Trust (BSRT), Tufton Oceanic Assets (SHIP), GCP Asset Backed Income (GABI), Biopharma Credit (BPCR), NB Global Monthly Income Fund (NBMI). Section Timestamps: 01:01 - Review of the week 10:11 - Nick's thoughts: Aircraft leasing 13:33 -

Jonathan Davis, editor of the Investment Trusts Handbook, is joined by Peter Spiller, manager of Capital Gearing Trust, in the latest edition of the Weekly Investment Trust Podcast, where they discuss the investment trusts sector and look at the main announcements and market movements. We apologise for the audio quality issues present in this edition, caused by a poor remote connection. Trusts mentioned this week (with tickers) include: JPMorgan American (JAM), Ruffer Investment Company (RICA), Scotgems (SGEM), Roundhill Music Royalty (RHM), Pershing Square Holdings (PSH), Chrysalis Investments (CHRY), HICL Infrastructure (HICL), Brunner Investment Trust (BUT), Hypgnosis Songs Fund (SONG), GCP Infrastructure Fund (GCP), Sequoia Economic Infrastructure Income (SEQI), Schroder British Opportunities (SBO), Taylor Maritime Investments (TMI), TwentyFour Income (TFIF). Section Timestamps: 00:32 - Introducing Peter Spiller 01:43 - Review of the week 02:03 - Money Makers Circle 17:04 - Corporate news 25:09 - Fund

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 will be Simon's final appearance on the podcast as he moves on to a new role. Simon has appeared in nearly every edition of the podcast since April 2020 and his contributions will be missed. The Money Makers team (and no doubt listeners alike) wish him all the best in his new position at JPMorgan! The podcast will continue with Jonathan at the helm, so stay subscribed and listen to this edition to find out how things will progress over the coming weeks. Trusts mentioned this week (with tickers) include: Cambium Global Timberland (TREE), LXI REIT (LXI) / Secure Income REIT (SIR), Scotgems (SGEM), Digital 9 Infrastructure (DGI9), DP Aircraft I (DPA), Impact Healthcare REIT (IHR), HICL Infrastructure (HICL), JPMorgan Global Core Real Assets (JARA), Artemis Al

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: Digital 9 Infrastructure (DGI9), DP Aircraft I (DPA), Bankers Investment Trust (BNKR), Schroder UK Mid Cap (SCP), BlackRock Sustainable American Income Trust (BRSA), CC Japan Income and Growth (CCJI), Chelverton UK Dividend Trust (SDV), Abrdn Private Equity Opportunities (APEO), Chrysalis Investments (CHRY), ICG Enterprise Trust (ICGT), Geiger Counter (GCL), Next Energy Solar Fund (NESF), SDCL Energy Efficiency Income Trust (SEIT), Civitas Social Housing (CSH), Ground Rents Income (GRIO). Section Timestamps: 00:18 - Review of the week 07:09 - Fundraising 15:40 - Results (global) 18:24 - Results (UK) 20:12 - Results (overseas) 24:10 - Results (private equity) 34:33 - Results (specialist) 39:58 - Results (property) 5

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: LXI REIT (LXI), Warehouse REIT (WHR), Downing Renewables and Infrastructure (DORE), Foresight Sustainable Forestry (FSF), Impact Healthcare REIT (IHR), BMO Global Smaller Companies Trust (BGSC) / The Global Smaller Companies Trust (GSCT), Monks Investment Trust (MNKS), Hansa Investment Company (HAN/HANA), Momentum Multi Asset Value Trust (MAVT), BlackRock Income and Growth Investment Trust (BRIG), Henderson Opportunities Trust (HOT), Rockwood Strategic (RKW), JPMorgan Japan Small Cap Growth and Income (JSGI), Montanaro European Smaller Companies (MTE), Utilico Emerging Markets (UEM), Aquila Energy Efficiency Trust (AEET), GCP Infrastructure (GCP), Triple Point Energy Efficiency Infrastructure (TEEC), AEW UK REIT (AEW

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: Boussard & Gavaudan (BGHL), Foresight Sustainable Forestry (FSF), Lindsell Train Investment Trust (LTI), Abrdn Diversified Income and Growth (ADIG), JZ Capital Partners (JZCP), Montanaro UK Smaller Companies (MTU), River and Mercantile UK Micro Cap (RMMC), JPMorgan European Discovery Trust (JEDT), Templeton Emerging Markets (TEM), JLEN Environmental Assets Group (JLEN), Syncona (SYNC), Thomaslloyd Energy Impact Trust (TLEI), Custodian REIT (CREI), Value and Indexed Property Income (VIP). Section Timestamps: 00:18 - Review of the week 07:19 - Corporate activity 10:39 - Fundraising 13:25 - Money Makers Circle 13:45 - Results 24:37 - Results (UK) 29:58 - Results (overseas) 34:20 - Results (specialist) 41:30 - Results

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: EP Global Opportunities (EPG), Rights and Issues Investment Trust (RIII), LXI REIT (LXI), Downing Renewables and Infrastructure Trust (DORE), VH Global Sustainable Energy Opportunities (GSEO), AVI Global Trust (AGT), Edinburgh Worldwide Investment Trust (EWI), Personal Assets Trust (PNL), Baillie Gifford UK Growth (BGUK), Odyssean Investment Trust (OIT), JPMorgan European Growth and Income (JEGI), JPMorgan Indian (JII), Atrato Onsite Energy (ROOF), Literacy Capital (BOOK), Schroder Real Estate Investment Trust (SREI). Section Timestamps: 00:21 - Review of the week 05:49 - Corporate activity 17:41 - Fundraising 21:52 - Money Makers Circle 22:29 - Results 41:09 - Results (overseas) 47:02 - Results (specialist) 49:06

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: Scottish Investment Trust (SCIN), Bluefield Solar Income Fund (BSIF), Capital Gearing Trust (CGT), BMO Capital and Income Investment Trust (BCI), BMO UK High Income (BHI), Abrdn Japan Investment Trust (AJIT), Barings Emerging EMEA Opportunities (BEMO), Fidelity China Special Situations (FCSS), JPMorgan Asia Growth and Income (JAGI), Biotech Growth Trust (BIOG), Worldwide Healthcare Trust (WWH), TR Property (TRY), Abrdn European Logistics Income (ASLI). Section Timestamps: 00:27 - Review of the week 03:53 - Investment trusts over the Queen's reign 08:39 - Fundraising 10:08 - Index changes 17:35 - Results 24:57 - Results (UK) 32:39 - Results (overseas) 41:55 - Results (specialists) 47:11 - Results (property) 50:19 -

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: Bluefield Solar Income Fund (BSIF), Gresham House Energy Storage Fund (GRID), Home REIT (HOME), Majedie Investments (MAJE), Caledonia Investments (CLDN), Edinburgh Investment Trust (EDIN), Shires Income (SHRS), BlackRock Frontiers Investment Trust (BRFI), Henderson European Focus Trust (HEFT), JPMorgan China Growth and Income (JCGI), Schroder Asia Pacific Fund (SDP), Schroder Oriental Income Fund (SOI), Chrysalis Investments (CHRY), Cordiant Digital Infrastructure (CORD), HICL Infrastructure (HICL), HarbourVest Global Private Equity (HVPE), Ediston Property Investment Company (EPIC), Life Science REIT (LABS), Residential Secure Income (RESI), Warehouse REIT (WHR). Section Timestamps: 00:18 - Review of the week 03:0

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: Home REIT (HOME), Ecofin US Renewables (RNEW), JPMorgan Elect Managed Growth (JPE), Scottish Mortgage Investment Trust (SMT), Securities Trust of Scotland (STS), JPMorgan Multi-Asset Growth and Income (MATE), Abrdn Equity Income (AEI), Finsbury Growth and Income (FGT), JPMorgan Elect Managed Income (JPEI), Lowland Investment Company (LWI), Schroder Income Growth (SCF), Baillie Gifford European Growth Trust (BGEU), JPMorgan Japanese (JFJ), Ecofin Global Utilities and Infrastructure (EGL), JLEN Environmental Assets Group (JLEN), Tritax Eurobox (EBOX). Section Timestamps: 00:18 - Review of the week 04:06 - Mello Trusts and Funds 04:35 - Money Makers Circle 04:50 - Fundraising 08:17 - Results 20:11 - Results (UK) 30:33

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), LXI REIT (LXI), Scotgems (SGEM), Bluefield Solar Income (BSIF), Ecofin US Renewables Infrastructure (RNEW), North Atlantic Smaller Companies (NAS), Downing Strategic Micro-Cap (DSM), BlackRock Greater Europe (BRGE), Pacific Assets (PAC), 3i Group (III), HG Capital Trust (HGT), ICG Enterprise Trust (ICGT), Polar Capital Global Healthcare Trust (PCGH), 3i Infrastructure (3IN), Aquila European Renewables Income (AERS), Downing Renewables and Infrastructure (DORE), JLEN Environmental Assets Group (JLEN), Next Energy Solar (NESF), Civitas Social Housing (CSH), Custodian REIT (CREI). Section Timestamps: 00:50 - Review of the week 05:08 - Corporate news 12:29 - Fundraising 14:5

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: Keystone Positive Change (KPC), Aurora Investment Trust (ARR), BlackRock Smaller Companies (BRSC), Abrdn Latin American Income Fund (ALAI), Weiss Korea Opportunity Fund (WKOF), Foresight Solar Fund (FSFL), Foresight Sustainable Forestry (FSF), Gresham House Energy Storage Fund (GRID), Harmony Energy Income (HEIT), Octopus Renewables Infrastructure Trust (ORIT), Alternative Income REIT (AIRE), Home REIT (HOME), Standard Life Investments Property Income (SLI), Target Healthcare REIT (THRL), Tritax Big Box REIT (BBOX), UK Commercial Property REIT (UKCM). Section Timestamps: 00:18 - Review of the week 04:24 - Stagflation impact on the investment trust sector 06:29 - Results 18:07 - Results (overseas) 22:12 - Results (s

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: Rockwood Realisation (RKW), International Public Partnerships (INPP), Supermarket Income REIT (SUPR), Henderson International Income Trust (HINT), Fidelity Special Values, Troy Income and Growth (TIGT), Henderson Far East Income (HFEL), Schroder Japan Growth (SJG), Vietnam Enterprise (VEIL), Aquila European Renewables Income (AERS/AERI), Greencoat UK Wind (UKW), NB Private Equity (NBPE), Roundhill Music Royalty Fund (RHM), Third Point Investors (TPOU), Standard Life Investments Property (SLI), BMO Commercial Property Trust (BCPT), BMO Real Estate Investments (BREI), Impact Healthcare REIT (IHR). Section Timestamps: 00:18 - Review of the week 07:23 - Corporate news 09:19 - Fundraising 16:54 - Results 20:21 - Money 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: Pershing Square Holdings (PSH), Aquila Energy Efficiency Trust (AEET), Invesco Perpetual UK Smaller Companies (IPU), Asia Dragon (DGN), Fidelity Asian Values (FAS), Baker Steel Resources Trust (BSRT), Menhaden Resource Efficienty (MHN), Schroder UK Public Private (SUPP), Ecofin US Renewables Infrastructure (RNEW), RM Infrastructure Income (RMII), Abrdn European Logistics Income (ASLI), AEW UK REIT (AEWU), BMO Commercial Property Trust (BCPT), BMO Real Estate Investments (BREI). Section Timestamps: 00:18 - Review of the week 03:54 - Corporate news 18:23 - Results (UK) 23:12 - Results (overseas) 27:22 - Results (specialist) 40:31 - Results (property) 53:00 - Close If you enjoy the weekly podcast, you may also find

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), Cordiant Global Agricultural Income, Gore Street Energy Storage Fund (GSF), International Public Partnerships (INPP), Martin Currie Global Portfolio (MNP), Castelnau Group (CGL), Abrdn Asia Focus (AAS), Scottish Oriental Smaller Companies (SST), Chrysalis Investments (CHRY), PRS REIT (PRSR), Schroder European Real Estate Investment Trust (SERE), UK Commercial Property REIT (UKCM), Value and Indexed Property Income (VIP). Section Timestamps: 00:18 - Review of the week 02:47 - Corporate news 06:04 - Fundraising 16:56 - Results 27:00 - Results (overseas) 42:10 - Results (specialist) 52:30 - Money Makers Circle 52:55 - Close If you enjoy the weekly podcast, you may also f

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: Edinburgh Investment Trust (EDIN), Gulf Investment Fund (GIF), Rockwood Realisation (RKW), Supermarket Income REIT (SUPR), HydrogenOne (HGEN), International Public Partnerships (INPP), Dunedin Income Growth (DIG), Merchants Investment Trust (MRCH), Mercantile Investment Trust (MRC), Baillie Gifford China Growth (BGCG), JPMorgan American (JAM), JPMorgan Global Emerging Markets Income (JEMI), North American Income Trust (NAIT), Schroder Asian Total Return (ATR), Gresham House Energy Storage Fund (GRID), Impax Environmental Markets (IEM). Section Timestamps: 00:18 - Review of the week 02:46 - Corporate activity 09:50 - Fundraising 19:12 - Results 26:08 - Results (overseas) 35:07 - Results (specialist) 41:56 - Money Ma

Jonathan Davis, editor of the Investment Trusts Handbook, reviews all the main announcements and market movements in the latest edition of our free weekly investment trust podcast. Also this week, while regular co-host Simon Elliott takes a break, Jonathan introduces an extract from another podcast - Moses and Methuselah - which he records regularly with his friend and fund manager, Peter Seilern. Hear the full episode at www.mosesandmethuselahpodcast.com. Trusts mentioned this week (with tickers) include: BlackRock Greater Europe (BRGE), Crystal Amber Fund (CRS), Geiger Counter (GCL), Jupiter Emerging and Frontier Income (JEFI), JPMorgan Global Growth and Income (JGGI) / Scottish Investment Trust (SCIN), Greencoat Renewables (GRP), Gore Street Energy Storage Fund (GSF), Pershing Square Holdings (PSH), BH Macro (BHMG/BHMU), JPMorgan UK Smaller Companies (JMI), Invesco Bond Income Plus (BIPS), Henderson High Income Trust (HHI), Abrdn Asian Income Fund (AAIF), BlackRock Latin American Income (BRLA), Fidelity J

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 India (ANII), Rockwood Realisation (RKW), Strategic Equity Capital (SEC), Third Point Investors (TPOU), TwentyFour Income (TFIF) / UK Mortgages (UKML), Crystal Amber Fund (CRS), SDCL Energy Efficiency Income Trust (SEIT), The Renewables Infrastructure Group (TRIG), Gore Street Energy Storage Fund (GSF), Greencoat Renewables (GRP), Manchester and London (MNL), Schroder British Opportunities (SBO), New Star Investment Trust (NSI), Baillie Gifford Japan Trust (BGFD), European Assets (EAT), Henderson EuroTrust (HNE), India Capital Growth Fund (IGC), JPMorgan US Smaller Companies (JUSC), Vietnam Holding (VNH), VinaCapital Vietnam Opportunity Fund (VOF), BMO Private Equity (BPET), Pantheon International (PIN),

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: EP Global Opportunities (EPG), Mid Wynd International (MWY), Smithson Investment Trust (SSON), Witan Investment Trust (WTAN), Abrdn Smaller Companies Income Trust (ASCI), JPMorgan Claverhouse Investment Trust (JCH), AVI Japan Opportunity Trust (AJOT), Baillie Gifford Shin Nippon (BGS), Fidelity European (FEV), Fundsmith Emerging Equities Trust (FEET), Digital 9 Infrastructure (DGI9), Literacy Capital (BOOK), Dunedin Enterprise (DNE), JPL Private Equity (JPEL), Target Healthcare REIT (THRL). Section Timestamps: 00:37 - Review of the week 10:13 - Corporate activity 10:40 - Results 16:45 - Money Makers Circle 17:03 - Results (continued) 23:57 - Results (UK) 28:25 - Results (overseas) 37:59 - Results (specialist) 43:52