Talking Trusts: Weekly Review with Simon Elliott (12 February 2022)

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: River and Mercantile UK Micro Cap (RMMC), Strategic Equity Capital (SEC), Third Point Investors (TPOU), UK Mortgages (UKML) and 24 Income Fund (TFIF), LXI REIT (LXI), BlackRock Throgmorton Trust (THRG), BlackRock Sustainable American Income Trust (BRSA), Brown Advisory Smaller US Companies (BASC), CC Japan Income and Growth (CCJI), Foresight Solar Fund (FSFL), Octopus Renewables Infrastructure Trust (ORIT), Syncona (SYNC), Civitas Social Housing (CSH), Custodian REIT (CREI), Ediston Property Investment Company (EPIC), PRS REIT (PRSR), Phoenix Spree Deutschland (PSDL), Round Hill Music Royalty Fund (RHM). Section Timestamps: 00:18 - Review of the week 05:20 - Corporate activity 21:05 - Fundraising 23:02 - Results 26:04 - Money Makers Circle 27:13 - Results (overseas) 33:32 - Results (specialist) 41:08 - Results (property) 49:51 - Music royalties 54:48 - The week ahead and close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This 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, market/portfolio reviews and regular extracts from the editor's notebook. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 90 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.