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Money Makers

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Jul 31, 2021 • 53min

Talking Trusts: Weekly Review with Simon Elliott (31 July 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 (AEMC) / Aberdeen New Thai (ANW), BlackRock North American Income Trust (BRNA), HydrogenOne Capital Growth (HGEN), Taylor Maritime Investments (TMI/TMIP), Tufton Oceanic Assets (SHIP), F&C Investment Trust (FCIT), Scottish American Investment Trust (SAIN), Aberforth Smaller Companies Trust (ASL), Aberforth Split Level Income Trust (ASIT), BlackRock Throgmorton Trust (THRG), Law Debenture (LWDB), BlackRock Energy and Resources Income (BERI), Greencoat UK Wind (IKW), HICL Infrastructure (HICL), Oakley Capital Investments (OCI), Premier Miton Global Renewables (PMGR), BMO Commercial Property Trust (BCPT), BMO Real Estate Investments (BREY), Custodian REIT (CREI), Impact Healthcare REIT (IHR), GCP Student Living (DIGS). Section Timestamps: 00:19 - Review of the week 01:55 - China 13:07 - Fundraising 17:53 - Results 22:32 - Results (UK) 33:15 - Results (specialist) 44:22 - Results (property) 49:19 - New leadership at The AIC 51:26 - Money Makers Circle 52:03 - 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.
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Jul 24, 2021 • 56min

Talking Trusts: Weekly Review with Simon Elliott (24 July 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), Pershing Square Holdings (PSH), Riverstone Energy (RSE), Bluefield Solar Income Fund (BSIF), Home REIT (HOME), JP Morgan Global Core Real Assets (JARA), Brunner Investment Trust (BUT), Alliance Investment Trust (ATST), Miton Global Opportunities (MIGO), Ruffer Investment Company (RICA), Invesco Asia (IAT), 3i Group (III), BB Healthcare (BBH), HarbourVest Global Private Equity (HVPE), Herald Investment Trust (HRI), Polar Capital Technology (PCT), AEW UK (AEWU), Drum Income Plus (DRIP), Ediston Property Investment Company (EPIC), Schroder Real Estate Investment Trust (SREI). Section Timestamps: 00:19 - Review of the week 01:48 - Corporate news 14:36 - Fundraising 21:51 - Results 32:42 - Results (overseas) 50:21 - Results (property) 54:38 - Money Makers Circle 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 over 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.
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Jul 17, 2021 • 42min

Talking Trusts: Weekly Review with Simon Elliott (17 July 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: Gabelli Value Plus+ (GVP), Third Point Investors (TPOU), BH Global (BHGG) / BH Macro (BHMG), RTW Venture Fund (RTW), BBGI Global Infrastructure (BBGI), Gresham House Energy Storage (GRID), Seraphim Space Investment Trust (SSIT), Urban Logistics REIT (SHED), Round Hill Music Royalty Fund (RHM), Independent Investment Trust (IIT), Aberdeen New Dawn (ABD), Gore Street Energy Storage (GSF), Schroder BSC Social Impact Trust (SBSI), PRS REIT (PRSR), Regional REIT (RGL), Hipgnosis Songs Fund (SONG). Section Timestamps: 00:19 - Review of the week 02:30 - Corporate activity 15:05 - Fundraising 24:29 - Results 26:03 - Results (overseas) 28:58 - Results (specialists and property) 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 over 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.
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Jul 10, 2021 • 55min

Talking Trusts: Weekly Review with Simon Elliott (10 July 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), Third Point Investors (TPOU), Augmentum Fintech (AUGM), Hipgnosis Songs Fund (SONG), HydrogenOne Capital Growth (HGEN), Octopus Renewables Infrastructure Trust (ORIT), Odyssean Investment Trust (OIT), JPMorgan Global Core Real Assets (JARA), Artemis Alpha Trust (ATS), Miton UK Microcap (MINI), Oryx International Growth (OIG), Atlantis Japan Growth (AJG), Schroder European Real Estate Investment Trust (SERE), Geiger Counter (GCL), Henderson Diversified Income Trust (HDIV), Jupiter Green Investment Trust (JGC), Sequoia Economic Infrastructure Income (SEQI). Section Timestamps: 00:19 - Overview of the week 04:12 - Corporate activity 16:26 - Fundraising 29:05 - Results 31:41 - Results (UK) 37:28 - Results (overseas) 39:52 - Results (property and specialist) 46:43 - The year so far 53:44 - 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 over 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.
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Jul 3, 2021 • 53min

Talking Trusts: Weekly Review with Simon Elliott (03 July 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: BH Global (BHGG) / BH Macro (BHMG), BlackRock North American Income (BRNA), Genesis Emerging Markets (GSS), Bluefield Solar (BSIF), Gresham House Energy Storage (GRID), International Public Partnerships (INPP), Liontrust ESG Trust (ESGT), LXI REIT (LXI), Urban Logistics REIT (SHED), Henderson Opportunities Trust (HOT), Marwyn Value Investors (MVI), CC Japan Income and Growth (CCJI), JPMorgan Russian Securities (JRS), Chrysalis Investments (CHRY), Polar Capital Global Financials (PCFT), Standard Life Private Equity (SLPE), Civitas Social Housing (CSH). Section Timestamps: 00:28 - First six months of 2021 03:19 - Corporate activity 16:52 - Fundraising 33:10 - Results 38:24 - Results (overseas) 41:56 - Results (specialists and property) 52:21 - Money Makers Circle 52:41 - 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 over 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.
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Jun 26, 2021 • 54min

Talking Trusts: Weekly Review with Simon Elliott (26 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. Trusts mentioned this week (with tickers) include: BH Macro (BHMG) / BH Global (BHGG), Crystal Amber (CRS), LXI REIT (LXI), Round Hill Music Royalty Fund (RHM), Bankers Investment Trust (BNKR), Scottish Investment Trust (SCIN), BMO Global Smaller Companies (BGSC), Hansa Investment Company (HAN), BlackRock Income and Growth (BRIG), Chelverton UK Dividend Trust (SDV), Schroder UK Mid Cap (SCP), Aberdeen Emerging Markets (AEMC), Utilico Emerging Markets (UEM), Jupiter Emerging and Frontier Income (JEFI), JPMorgan Japan Small Cap Growth and Income (JSGI), SDCL Energy Efficiency Income (SEIT), AEW UK REIT (AEWU), Value and Indexed Property Income (VIP). Section Timestamps: 00:19 - Overview of the week 03:03 - Corporate activity 08:31 - Fundraising 14:26 - Results 26:55 - Results (UK) 33:07 - Results (overseas) 42:23 - Results (specialists) 46:14 - Results (property) 52:20 - Money Makers Circle 52:57 - 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 over 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.
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Jun 19, 2021 • 54min

Talking Trusts: Weekly Review with Simon Elliott (19 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 market lull, more fundraising news, and a first foray into space. Trusts mentioned this week (with tickers) include: Augmentum Fintech (AUGM), Polar Capital Global Financials (PCFT), Hipgnosis Songs Fund (SONG), Seraphim Space Investment Trust, Ashoka India Equity (AIE), Lindsell Train Investment Trust (LTI), Monks (MNKS), Momentum Multi-Asset Value Trust (MAVT), Montanaro UK Smaller Companies (MTU), River and Mercantile UK Micro Cap (RMMC), JPMorgan European Smaller Companies (JESC) / JPMorgan European Discovery Trust (JEDT), Montanaro European Smaller Companies Trust (MTE), Next Energy Solar Fund (NESF), Syncona (SYNC), Custodian REIT (CREI). Section Timestamps: 00:22 - Review of the week 03:05 - Fundraising 18:23 - Results 31:00 - Results (UK and Europe) 41:01 - Results (specialist) 47:52 - Results (property) 50:02 - Forecasting the market 53:06 - Money Makers Circle 53:19 - 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 over 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.
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Jun 12, 2021 • 48min

Talking Trusts: Weekly Review with Simon Elliott (12 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. Trusts mentioned this week (with tickers) include: PRS REIT (PRSR), Digital 9 Infrastructure (DGI9), Cordient Digital Infrastructure (CORD), Octopus Renewables Infrastructure (ORIT), Aberdeen Diversified Income and Growth (ADIG), Personal Assets Trust (PNL), Baillie Gifford UK Growth (BGUK), Aberdeen New India (ANII), JPMorgan Indian Investment Trust (JII), Fidelity China Special Situations (FCSS), Templeton Emerging Markets (TEM), Urban Logistics REIT (SHED), Biotech Growth Trust (BIOG), Gabelli Value Plus+ (GVP), GCP Infrastructure (GCP), JLEN Environmental Assets (JLEN), Hipgnosis Songs Fund (SONG). Section Timestamps: 00:19 - Weekly roundup 02:44 - Corporate activity 05:51 - Fundraising 13:39 - Results (flexible investments) 21:15 - Results (UK) 23:12 - Results (overseas) 30:52 - Results (property) 34:31 - Results (specialists) 46:20 - Mello Investment Trust and Fund Event 47:01 - Money Makers Circle 47:23 - 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 over 50 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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Jun 5, 2021 • 55min

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.
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May 29, 2021 • 56min

Talking Trusts: Weekly Review with Simon Elliott (29 May 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 include: market worries about inflation, a full on scrap over the future of Third Point Investors and the latest successful IPO. Trusts mentioned this week (with tickers): Strategic Equity Capital (SEC), Odyssean Investment Trust (OIT), Gresham House Strategic (GHS), Third Point Investors (TPOU), Ashoka India Equity (AIE), DGI9 Infrastructure (DGI9), Acorn Income Fund (AIF), Taylor Maritime Investments (TMI, TMIP), Tritax EuroBox (EBOX), AVI Global Trust (AGT), Caledonia Investments (CLDN), Majedie (MAJE), BMO UK High Income (BHI), Edinburgh Investment Trust (EDIN), Lowland Investment Trust (LWI), Henderson European Focus Trust (HEFT), J.P.Morgan Asia Growth and Income (JAGI), Chrysalis Investments (CHRY), Harbourvest Global Private Equity (HVPE), HICL Infrastructure (HICL),  Drum Income Plus (DRIP), Picton Property Income (PCTN), Residential Secure Income (RESI), TR Property (TRY) and Warehouse REIT (WHR). Section Timestamps: 00:19 Overview of the week 02:30 Corporate activity 16:49 Fundraising 25:09 Results 39:45 Results (overseas) 42:06 Results (specialists) 46:25 Results (property) 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. This week's offerings include an extended 45-minute conversation with Richard Curling, manager of the Jupiter Alternative Monthly Income Fund, about deriving income from a portfolio of alternative asset investments trusts 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 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.

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