Talking Trusts: Weekly Review with Simon Elliott (07 August 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: 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 - Corporate activity 13:05 - Results 15:54 - Results (flexible investments) 23:42 - Results (UK) 31:39 - Results (overseas) 41:03 - Results (specialists) 51:02 - Results (property) 53:24 - Money Makers Circle 53:39 - 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 70 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.