Money Makers

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: Rockwood Realisation (RKW), International Public Partnerships (INPP), Supermarket Income REIT (SUPR), Henderson International Income Trust (HINT), Fidelity Special Values, Troy Income and Growth (TIGT), Henderson Far East Income (HFEL), Schroder Japan Growth (SJG), Vietnam Enterprise (VEIL), Aquila European Renewables Income (AERS/AERI), Greencoat UK Wind (UKW), NB Private Equity (NBPE), Roundhill Music Royalty Fund (RHM), Third Point Investors (TPOU), Standard Life Investments Property (SLI), BMO Commercial Property Trust (BCPT), BMO Real Estate Investments (BREI), Impact Healthcare REIT (IHR). Section Timestamps: 00:18 - Review of the week 07:23 - Corporate news 09:19 - Fundraising 16:54 - Results 20:21 - Money Makers Circle 20:58 - Results (UK) 31:41 - Results (overseas) 37:24 - Results (specialist) 56:57 - Results (property) 1:01:05 - 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 100 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.

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: Pershing Square Holdings (PSH), Aquila Energy Efficiency Trust (AEET), Invesco Perpetual UK Smaller Companies (IPU), Asia Dragon (DGN), Fidelity Asian Values (FAS), Baker Steel Resources Trust (BSRT), Menhaden Resource Efficienty (MHN), Schroder UK Public Private (SUPP), Ecofin US Renewables Infrastructure (RNEW), RM Infrastructure Income (RMII), Abrdn European Logistics Income (ASLI), AEW UK REIT (AEWU), BMO Commercial Property Trust (BCPT), BMO Real Estate Investments (BREI). Section Timestamps: 00:18 - Review of the week 03:54 - Corporate news 18:23 - Results (UK) 23:12 - Results (overseas) 27:22 - Results (specialist) 40:31 - Results (property) 53:00 - 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 100 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.

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: Jupiter Emerging and Frontier Income (JEFI), Cordiant Global Agricultural Income, Gore Street Energy Storage Fund (GSF), International Public Partnerships (INPP), Martin Currie Global Portfolio (MNP), Castelnau Group (CGL), Abrdn Asia Focus (AAS), Scottish Oriental Smaller Companies (SST), Chrysalis Investments (CHRY), PRS REIT (PRSR), Schroder European Real Estate Investment Trust (SERE), UK Commercial Property REIT (UKCM), Value and Indexed Property Income (VIP). Section Timestamps: 00:18 - Review of the week 02:47 - Corporate news 06:04 - Fundraising 16:56 - Results 27:00 - Results (overseas) 42:10 - Results (specialist) 52:30 - Money Makers Circle 52:55 - 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 100 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.

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: Edinburgh Investment Trust (EDIN), Gulf Investment Fund (GIF), Rockwood Realisation (RKW), Supermarket Income REIT (SUPR), HydrogenOne (HGEN), International Public Partnerships (INPP), Dunedin Income Growth (DIG), Merchants Investment Trust (MRCH), Mercantile Investment Trust (MRC), Baillie Gifford China Growth (BGCG), JPMorgan American (JAM), JPMorgan Global Emerging Markets Income (JEMI), North American Income Trust (NAIT), Schroder Asian Total Return (ATR), Gresham House Energy Storage Fund (GRID), Impax Environmental Markets (IEM). Section Timestamps: 00:18 - Review of the week 02:46 - Corporate activity 09:50 - Fundraising 19:12 - Results 26:08 - Results (overseas) 35:07 - Results (specialist) 41:56 - Money Makers Circle 42:15 - 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 100 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.

Jonathan Davis, editor of the Investment Trusts Handbook, reviews all the main announcements and market movements in the latest edition of our free weekly investment trust podcast. Also this week, while regular co-host Simon Elliott takes a break, Jonathan introduces an extract from another podcast - Moses and Methuselah - which he records regularly with his friend and fund manager, Peter Seilern. Hear the full episode at www.mosesandmethuselahpodcast.com. Trusts mentioned this week (with tickers) include: BlackRock Greater Europe (BRGE), Crystal Amber Fund (CRS), Geiger Counter (GCL), Jupiter Emerging and Frontier Income (JEFI), JPMorgan Global Growth and Income (JGGI) / Scottish Investment Trust (SCIN), Greencoat Renewables (GRP), Gore Street Energy Storage Fund (GSF), Pershing Square Holdings (PSH), BH Macro (BHMG/BHMU), JPMorgan UK Smaller Companies (JMI), Invesco Bond Income Plus (BIPS), Henderson High Income Trust (HHI), Abrdn Asian Income Fund (AAIF), BlackRock Latin American Income (BRLA), Fidelity Japan (FJV), Nippon Active Value Fund (NAVF), RTW Venture Fund (RTW), Schiehallion Fund (MNTN/MNTC), Octopus Renewables Infrastructure Trust (ORIT), BBGI Global Infrastructure (BBGI), Schroder BSC Social Impact Trust (SBSI), Impact Healthcare REIT (IHR), BMO Real Estate Investments (BREI), Phoenix Spree Deutschland (PSDL). Section Timestamps: 01:36 - Review of the week 06:29 - Corporate activity 15:50 - Fundraising 17:19 - Moses and Methuselah Podcast 21:27 - Results 32:41 - Results (overseas) 39:39 - Results (private equity) 42:49 - Results (infrastructure and renewables) 46:26 - Results (specialist) 53:02 - First quarter movements 57:22 - Money Makers Circle 58:07 - 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 100 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.

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 India (ANII), Rockwood Realisation (RKW), Strategic Equity Capital (SEC), Third Point Investors (TPOU), TwentyFour Income (TFIF) / UK Mortgages (UKML), Crystal Amber Fund (CRS), SDCL Energy Efficiency Income Trust (SEIT), The Renewables Infrastructure Group (TRIG), Gore Street Energy Storage Fund (GSF), Greencoat Renewables (GRP), Manchester and London (MNL), Schroder British Opportunities (SBO), New Star Investment Trust (NSI), Baillie Gifford Japan Trust (BGFD), European Assets (EAT), Henderson EuroTrust (HNE), India Capital Growth Fund (IGC), JPMorgan US Smaller Companies (JUSC), Vietnam Holding (VNH), VinaCapital Vietnam Opportunity Fund (VOF), BMO Private Equity (BPET), Pantheon International (PIN), Princess Private Equity (PEY), International Public Partnerships Ltd (INPP), Tufton Oceanic Assets (SHIP), US Solar Fund (USF), VH Global Sustainable Energy Opportunities (GSEO), Golden Prospect Precious Metals (GPM), PRS REIT (PRSR), Triple Point Social Housing (SOHO). Section Timestamps: 00:18 - Review of the week 02:44 - Corporate activity 13:34 - Fundraising 19:38 - Results 21:26 - Results (UK) 25:36 - Money Makers Circle 26:02 - Results (overseas) 37:03 - Results (private equity) 41:57 - Results (specialist) 49:19 - Results (property) 53:58 - 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 100 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.

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: EP Global Opportunities (EPG), Mid Wynd International (MWY), Smithson Investment Trust (SSON), Witan Investment Trust (WTAN), Abrdn Smaller Companies Income Trust (ASCI), JPMorgan Claverhouse Investment Trust (JCH), AVI Japan Opportunity Trust (AJOT), Baillie Gifford Shin Nippon (BGS), Fidelity European (FEV), Fundsmith Emerging Equities Trust (FEET), Digital 9 Infrastructure (DGI9), Literacy Capital (BOOK), Dunedin Enterprise (DNE), JPL Private Equity (JPEL), Target Healthcare REIT (THRL). Section Timestamps: 00:37 - Review of the week 10:13 - Corporate activity 10:40 - Results 16:45 - Money Makers Circle 17:03 - Results (continued) 23:57 - Results (UK) 28:25 - Results (overseas) 37:59 - Results (specialist) 43:52 - Results (private equity) 46:35 - Results (property) 49:23 - Looking ahead 52:54 - 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 100 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.

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 100th edition of our weekly investment trust podcast! Trusts mentioned this week (with tickers) include: Crystal Amber Fund (CRS), JPMorgan Russian Securities (JRS), Jupiter Emerging and Frontier Income (JEFI), Scotgems (SGEM), Triple Point Social Housing REIT (SOHO), F&C Investment Trust (FCIT), JPMorgan Mid-Cap (JMF), Allianz Technology (ATT), BlackRock World Mining (BRWM), CQS Natural Resources Growth and Income (CYN), Foresight Sustainable Forestry (FSF), Oakley Capital Investments (OCI), Polar Capital Global Financials Trust (PCFT), Downing Renewables and Infrastructure Trust (DORE), Foresight Solar Fund (FSFL), Premier Miton Global Renewables Trust (PMGR), Alternative Income REIT (AIRE). Section Timestamps: 00:18 - The week in context 01:21 - Review of the week 04:59 - Corporate activity 25:21 - Results 35:36 - Money Makers Circle 36:30 - Results (continued) 51:03 - Results (renewables) 56:58 - Results (property) 58:21 - Master Investor Show 59:03 - Ukraine and the markets 1:03:20 - Close Jonathan and Simon will be appearing at the Master Investor Show at the Islington Design Centre, London on Saturday 19 March 2022. For details including virtual and in-person tickets, visit the Master Investor website at https://events.masterinvestor.co.uk/ 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 100 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.

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: JPMorgan Russian Securities (JRS), Fidelity Emerging Markets (FEML), Barings Emerging EMEA Opportunities (BEMO), BlackRock Greater Europe Investment Trust (BRGE), Jupiter Emerging and Frontier Income Trust (JEFI), Templeton Emerging Markets (TEM), EP Global Opportunities Trust (EPG), Scotgems (SGEM), Strategic Equity Capital (SEC), TwentyFour Income Fund (TFIF) / UK Mortgages (UKML), JPMorgan Global Growth and Income (JGGI), Murray International (MYI), RIT Capital Partners (RCP), Ruffer Investment Company (RICA), Ashoka India Equity Investment Trust (AIE), European Opportunities Trust (EOT), European Smaller Companies Trust (ESCT), JPMorgan Emerging Markets (JMG), Pacific Horizon (PHI), Apax Global Alpha (APAX), Bellvue Healthcare Trust - formerly BB Healthcare Trust (BBH), Greencoat Renewables (GRP), Supermarket Income REIT (SUPR), Tritax Big Box REIT (BBOX). Section Timestamps: 00:18 - The week in context 02:30 - Review of the week 06:32 - Corporate activity (Russian-exposed trusts) 22:24 - Index changes 26:48 - Other corporate activity 34:09 - Trust performance in the past month 38:48 - Money Makers Circle 39:40 - Results 43:39 - Results (flexible investment trusts) 49:15 - Results (overseas) 55:22 - Results (specialist) 1:00:23 - Results (property) 1:02:49 - Potential impact of current events on the year 1:06:16 - 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.

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: Jupiter Emerging and Frontier Income (JEFI), Supermarket Income REIT (SUPR), GCP Asset Backed Income (GABI), Polar Capital Global Financials Trust (PCFT), Alliance Trust (ATST), abrdn UK Smaller Companies Growth Trust (AUSC), Law Debenture Corporation (LWDB), Murray Income Trust (MUT), Abdrn China Investment Company (ACIC), The Gulf Investment Fund (GIF), Mobius Investment Trust (MMIT), Herald Investment Trust (HRI), Riverstone Energy (RSE), UIL Limited (UTL), Chrysalis Investments (CHRY), Pantheon International (PIN), Seraphim Space Investment Trust (SSIT), Bluefield Solar Income Fund (BSIF), Downing Renewables and Infrastructure Trust (DORE), Greencoat UK Wind (UKW), VH Global Sustainable Energy Opportunities (GSEO). Section Timestamps: 00:18 - Review of the market 08:13 - Corporate news 16:07 - Fundraising 19:51 - Results 26:39 - Results (UK) 31:32 - Results (overseas) 36:43 - Results (specialist) 42:22 - Money Makers Circle 52:42 - Results (infrastructure and renewables) 57:14 - 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.