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Money Makers

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Dec 18, 2021 • 1h 4min

Talking Trusts: Weekly Review with Simon Elliott (18 December 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: GCP Student Living (DIGS), Greencoat Renewables (GRP), Greencoat UK Wind (UKW), Gresham House Strategic (GHS), Triple Point Social Housing REIT (SOHO), BH Macro (BHMG), Chrysalis Investments (CHRY), BMO Global Smaller Companies (BGSC), Majedie Investments (MAJE), Migo Opportunities Trust (MIGO), Securities Trust of Scotland (STS), Artemis Alpha (ATS), Finsbury Growth and Income (FGT), Oryx International Growth Fund (OIG), Schroder UK Mid Cap (SCP), Aberdeen New Dawn (ABD), Atlantis Japan Growth Fund (AJG), JPMorgan Japanese (JFJ), JPMorgan Small Cap Growth and Income (JSGI), GCP Infrastructure (GCP), Henderson Diversified Income Trust (HDIV), Jupiter Green Investment Trust (JGC), Polar Capital Global Healthcare (PCGH), Polar Capital Technology Trust (PCT), Taylor Maritime Investments (TMI), Hipgnosis Songs Fund (SONG). Section Timestamps: 0:00:19 - Review of the week 0:03:28 - Corporate news 0:15:56 - Fundraising 0:23:33 - Results 0:27:43 - Investment Trust Handbook 0:30:02 - Results (UK) 0:41:40 - Results (overseas) 0:47:16 - Results (specialist) 0:50:05 - Money Makers Circle 0:58:51 - Winterfloods Christmas Quiz 1:02:37 - 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 nearly 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.
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Dec 11, 2021 • 60min

Talking Trusts: Weekly Review with Simon Elliott (11 December 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: Majedie Investments (MAJE), Scottish Investment Trust (SCIN), ThomasLloyd Energy Impact (TLEP), Edinburgh Worldwide (EWI), Lindsell Train Investment Trust (LTI), Monks Investment Trust (MNKS), Aberdeeen Diversified Income and Growth (ADIG), Momentum Multi-Asset Value Trust (MAVT), Aberdeen Standard Equity Income (ASEI), Lowland Investment Company (LWI), Gresham House Strategic (GHS), River and Mercantile UK Micro Cap (RMMC), Barings Emerging EMEA Opportunities Trust (BEMO), Henderson European Focus (HEFT), JP Morgan Asia Growth and Income (JAGI), JP Morgan China Growth and Income (JCGI) , Schroder AsiaPacific Fund (SDP), JP Morgan European Discovery Trust (JEDT), SDCL Energy Efficieny Income (SEIT), Civitas Social Housing (CSH), Schroder European Real Estate Investment Trust (SERE), Tritax EuroBox (EBOX). Section Timestamps: 00:24 - Review of the week 04:04 - Corporate activity 15:59 - Fundraising 18:06 - Money Makers Circle 18:52 - Results (global) 28:54 - Results (flexible) 33:17 - Results (UK) 41:33 - Results (overseas) 51:48 - Results (specialist and property) 57:57 - 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 80 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.
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Dec 4, 2021 • 56min

Talking Trusts: Weekly Review with Simon Elliott (04 Dec 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: Aberdeen Standard Asia Focus (AAS), Amadeo Air Four Plus (AA4), Gresham House Strategic (GHS), Third Point Investors (TPOU), Chrysalis Investments (CHRY), Octopus Renewables Infrastructure (ORIT), Ruffer Investment Company (RICA), Urban Logistics REIT (SHED), VH Global Sustainable Energy Opportunities (GSEO), Baillie Gifford UK Growth (BGUK), BMO UK High Income (BHI), Shires Income (SHRS), BlackRock Frontiers Investment Trust (BRFI), Fidelity China Special Situations (FCSS), Keystone Positive Change Trust (KPC), RPT: Chrysalis Investments (CHRY), Schroder UK Public Private (SUPP), Triple Point Energy Efficiency Infrastructure (TEEC), Custodian REIT (CREI), Residential Secure Income (RESI), TR Property Investment Trust (TRY). Section Timestamps: 00:19 - Review of the week 03:22 - Corporate activity 17:06 - Fundraising 28:31 - Results (UK) 33:48 - Results (overseas) 48:46 - Money Makers Circle 49:20 - Results (property) 55:19 - 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 80 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.
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Nov 27, 2021 • 54min

Talking Trusts: Weekly Review with Simon Elliott (27 November 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. This week’s edition of the Weekly Investment Trust Podcast was recorded on the afternoon of Thursday 25 November, before news broke of the new coronavirus variant which had a significant impact on market performance on Friday. This will be covered in next week’s edition of the podcast. Trusts mentioned this week (with tickers) include: Crystal Amber Fund (CRS), EP Global Opportunities (EPG), Scottish Oriental Smaller Companies (SST), Third Point Investors (TPOU), Foresight Sustainable Forestry (FSF), Greencoat UK Wind (UKW), Nippon Active Value (NAVF), ThomasLloyd Energy Impact (TLEI/TLEP), Caledonia Investments (CLDN), Hansa Investment Company (HAN/HANA), JPMorgan Elect Managed Growth Trust (JPE), Personal Assets Trust (PAT), BMO Capital and Income (BCI), Edinburgh Investment Trust (EDIN), JPMorgan Elect Managed Income (JPEI), Montanaro UK Smaller Companies (MTU), Odyssean Investment Trust (OIT), Aberdeen Japan (AJIT), Aberdeen New India (ANII), Baillie Gifford European Growth (BGEU), JPMorgan European (JETG/JETI), Templeton Emerging Markets (TEM), Utilico Emerging Markets (UEM), Augmentum Fintech (AUGM), Cordiant Digital Infrastructure (CORD/CCRD), HICL Infrastructure Trust (HICL), International Public Partnerships (INPP), JLEN Environmental Assets (JLEN), Sequoia Economic Infrastructure Income (SEQI), LXI REIT (LXI), Schroder Real Estate (SREI). Section Timestamps: 00:53 - Corporate news 11:50 - Money Makers Circle 12:32 - Fundraising 16:28 - Results 36:59 - Results (European) 39:57 - Results (emerging markets) 42:27 - Results (specialists) 50:37 - Results (property) 52:48 - 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 80 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.
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Nov 20, 2021 • 52min

Talking Trusts: Weekly Review with Simon Elliott (20 November 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: Civitas Social Housing (CSH), Triple Point Social Housing REIT (SOHO), Scottish Investment Trust (SCIN), Third Point Investors (TPOU), Atrato Onsite Energy (ROOF), Life Science REIT (LABS), Nippon Active Value (NAVF), Octopus Renewables Infrastructure (ORIT), Ruffer Investment Company (RICA), Schroder BSC Social Impact Trust (SBSI), Tufton Oceanic Assets (SHIP), Urban Logistics REIT (SHED), Petershill Partners (PHLL), JPMorgan Global Core Real Assets (JARA), Chelverton Growth Trust (CGW), Troy Income and Growth (TIGT), Montanaro European Smaller Companies (MTE), HG Capital Trust (HGT), NextEnergy Solar Fund (NESF), Seraphim Space Investment Trust (SSIT), Worldwide Healthcare Trust (WWH), AEW UK REIT (AEWU), Value and Indexed Property Income (VIP). Section Timestamps: 00:19 - Review of the week 03:02 - Corporate news 12:22 - Fundraising 30:07 - Money Makers Circle 30:38 - Results 44:22 - Results (property) 49:18 - Annual Investment Trust Awards 51:40 - 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 80 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.
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Nov 13, 2021 • 1h 1min

Talking Trusts: Weekly Review with Simon Elliott (13 November 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: Aberdeen New Thai Investment Trust (ANW) / abrdn China Investment Company (ACIC), Third Point Investors (TPOU) / Asset Value Investors (AVI), Pantheon Infrastructure (PINT), VH Global Sustainable Energy Opportunities Trust (GSEO), AVI Global Trust (AGT), Scottish Mortgage Investment Trust (SMT), Capital Gearing Trust (CGT), JZ Capital Partners (JZCP), Fidelity Special Values (FSV), Schroder Income Growth (SCF), Aberdeen Latin American Income (ALAI), Schroder Oriental Income Fund (SOI), 3i Group Private Equity Trust (III), 3i Infrastructure (3IN), Biotech Growth Trust (BIOG), Syncona (SYNC), Civitas Social Housing (CSH), Home REIT (HOME), Warehouse REIT (WHR), Urban Logistics REIT (SHED), Regional REIT (RGL). Section Timestamps: 0:00:19 - Review of the week 0:01:34 - Corporate activity 0:12:06 - Fundraising 0:18:25 - Results 0:33:42 - Money Makers Circle 0:34:22 - Results (UK trusts) 0:40:19 - Results (overseas) 0:43:19 - Results (specialists) 0:48:32 - Results (healthcare and biotech) 0:52:20 - Results (property) 1:00:14 - Mello Event 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 80 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.
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Nov 6, 2021 • 52min

Talking Trusts: Weekly Review with Simon Elliott (06 November 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: abrdn China Investment Company (ACIC), Alliance Trust (ATST), Drum Income Plus REIT (DRIP), Electra Private Equity (ELTA), GCP Student Living (DIGS), Gresham House Strategic (GHS), Greencoat UK Wind (UKW), Harmony Energy Income Trust (HEIT), Schroder BSC Social Impact Trust (SBSI), ThomasLloyd Energy Impact Trust, Tufton Oceanic Assets (SHIP), BlackRock Smaller Companies Trust (BRSC), Downing Strategic Micro-Cap Investment Trust (DSM), BlackRock Greater Europe Investment Trust (BRGE), Fidelity Emerging Markets (FEML), Apax Global Alpha (APAX), International Biotechnology Trust (IBT), Custodian REIT (CREI), Standard Life Investments Property Income (SLI), UK Commercial Property REIT (UKCM), Target Healthcare REIT (THRL), Round Hill Music Royalty Fund (RHM). Section Timestamps: 00:19 - Review of the week 04:12 - Corporate activity 22:01 - Fundraising 32:38 - Money Makers Circle / Investment Trust Handbook 33:19 - Results 38:47 - Results (overseas) 42:07 - Results (specialists) 45:29 - Results (property) 49:20 - Music royalties sector 51:33 - 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 80 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.
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Oct 30, 2021 • 52min

Talking Trusts: Weekly Review with Simon Elliott (30 October 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: Aberdeen Emerging Markets Investment Company (AEMC) / Aberdeen New Thai Investment Trust (ANW) / abrdn China Investment Company (ACIC), Standard Life UK Smaller Companies Trust (SLS) / abrdn UK Smaller Companies Growth Trust (AUSC), Artemis Alpha (ATS), EP Global Opportunities Trust (EPG), Third Point Investors (TPOU), Urban Logistics REIT (SHED), Atrato On Site Energy (ROOF), Nippon Active Value Fund (NAVF), Foresight Sustainable Forestry Trust, Henderson International Income (HINT), Schroder BSC Social Impact Trust (SBSI), Asia Dragon (DGN), Brown Advisory US Smaller Companies (BASC), Henderson Far East Income (HFEL), JP Morgan Global Emerging Markets Income Trust (JEMI), Pacific Assets (PAC), Schroder Japan Growth Fund (SJG), VinaCapital Vietnam Opportunity Fund (VOF), CQS Natural Resources Growth and Income (CYN), HarbourVest Global Private Equity (HVPE). Section Timestamps: 00:19 - Review of the week 03:42 - Corporate activity 19:09 - Fundraising 24:54 - Results 29:51 - Results (overseas) 44:12 - Results (specialists) 51:03 - Money Makers Circle 51:22 - 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 80 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.
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Oct 23, 2021 • 51min

Talking Trusts: Weekly Review with Simon Elliott (23 October 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: Asia Dragon Trust (DGN), Drum Income Plus REIT (DRIP), Fidelity Emerginig Markets (FEML), Gresham House Strategic (GHS), JP Morgan European Investment Trust (JETG/JETI), JP Morgan Global Growth and Income (JGGI), Third Point Investors (TPOU), Alinda Capital Infrastructure Investments, Greencoat Renewables (GRP), Life Science REIT, Supermarket Income REIT (SUPR), JP Morgan Multi Asset Growth and Income (MATE), Scottish Oriental Smaller Companies (SST), Gabelli Merger Plus+ Trust (GMP), Golden Prospect Precious Metals (GPM), AEW UK REIT (AEWU), BMO Commercial Property Trust (BCPT), GCP Student Living (DIGS), Target Healthcare (THRL). Section Timestamps: 00:18 - Review of the week 02:11 - Corporate news 26:22 - Fundraising 33:03 - Results 39:43 - Results (property) 46:10 - Money Makers Circle 46:42 - Discussing the year's fundraising 50:33 - 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 80 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.
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Oct 16, 2021 • 53min

Talking Trusts: Weekly Review with Simon Elliott (16 October 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), Artemis Alpha Trust (ATS), Baker Steel Resources Trust (BSRT), Civitas Social Housing (CSH), Electra Private Equity (ELTA), Gresham House Strategic (GHS), Gulf Investment Fund (GIF), Downing Renewables and Infrastructure (DORE), Harmony Energy Income Trust (HEIT), Pantheon Infrastructure, Invesco Perpetual UK Smaller Companies (IPU), JP Morgan UK Smaller Companies (JMI), Mercantile Investment Trust (MRC), Baillie Gifford China Growth (BCGC), Baillie Gifford Japan Trust (BGFD), Fidelity Asian Values (FAS), TR European Growth (TRG), Impact Healthcare REIT (IHR), LXI REIT (LXI), PRS REIT (PRSR), Hipgnosis Songs Fund (SONG). Section Timestamps: 00:19 - Review of the week 02:42 - Corporate activity 21:14 - Fundraising 30:38 - Results 36:32 - Results (overseas) 44:59 - Results (property and specialist) 52:15 - Money Makers Circle 52:29 - 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 nearly 80 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.

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