Talking Trusts: Weekly Review with Simon Elliott (05 June 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. Topics covered this week include: the annual review of the FTSE market indices, the ongoing BH Global/BH Macro merger, the latest fundraising news, Pershing Square's SPAC and results from around the investment trust sectors. Trusts mentioned this week (with tickers) include: BH Global (BHGG) / BH Macro (BHMG), Scottish Investment Trust (SCIN), Aquila Energy Efficiency (AEET/AEEE), UK Residential REIT, Edinburgh Worldwide (EWR), Odyssean Investment Trust (OIT), Aurora Investment Trust (ARR), BMO Capital and Income (BCI), Shires Income (SHRS), JPMorgan European Investment Trust (JETG/JETI), BlackRock Frontiers Investment Trust (BRFI), Triple Point Energy Efficiency Infrastructure (TEEC), Worldwide Healthcare Trust (WWH), Phoenix Spree Deutschland (PSDL), Schroder Real Estate Investment Trust (SREI), Hipgnosis Songs Fund (SONG), Pershing Square Holdings (PSH). Section timestamps: 00:18 - Review of the week 04:58 - Corporate activity 17:10 - Fundraising 23:04 - Results (global) 27:40 - Results (UK) 36:47 - Results (overseas) 41:35 - Results (specialists) 44:54 - Money Makers Circle (RTW Venture Fund) 45:16 - Results (property) 47:45 - Other items 54:30 - 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 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.