Talking Trusts: Weekly Review with Simon Elliott (22 May 2021)

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.