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Money Makers

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May 22, 2021 • 52min

Talking Trusts: Weekly Review with Simon Elliott (22 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. Trusts mentioned this week (with tickers) include: Acorn Income Fund (AIF), BH Global (BHGG) and BH Macro (BHMG), City Merchants High Yield (CMHY) and Invesco Enhanced Income (IPE), Cordiant Digital Infrastructure (CORD), Securities Trust of Scotland (STS), Aberdeen Standard Equity Income (ASEI), JPMorgan Elect (JPE/JPEI/JPEC), Capital Gearing Trust (CGT), JZ Capital Partners (JZCP), Baillie Gifford European Growth Trust (BGEU), Barings Emerging EMEA Opportunities (BEMO), JPMorgan China Growth and Income (JCGI), JPMorgan Japanese Investment Trust (JFJ), Schroder AsiaPacific Fund (SDP), Ecofin Global Utilities and Infrastructure (EGL), Electra Private Equity (ELTA), LXi REIT (LXi), Ediston Property Investment Company (EPIC), Tritax Eurobox (EBOX). Section Timestamps: 00:14 - Overview 02:53 - Corporate activity 12:00 - Fundraising 15:02 - Results 17:26 - Results (UK) 23:53 - Results (flexible investments) 30:56 - Results (overseas) 38:48 - Results (specialists) 43:41 - Results (property) 50:51 - 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 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 15, 2021 • 57min

Talking Trusts: Weekly Review with Simon Elliott (15 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 this week include: inflation worries, the outperformance of the UK market, James Anderson’s farewell blast at Scottish Mortgage, the latest fund-raising news and some big trust names’ results. Trusts mentioned this week (with tickers) include: Strategic Equity Capital (SEC), Aquila Energy Efficiency, JLEN Enviornmental Assets (JLEN), Polar Capital Global Financials (PCFT), North Atlantic Smaller Companies (NAS), Scottish Mortgage Investment Trust (SMT), BlackRock Smaller Companies Trust (BRSC), Downing Strategic Micro-Cap (DSM), Finsbury Growth and Income (FGT), Schroder Income Growth Fund (SCF), 3i Group (III), 3i Infrastructure (3IN), JP Morgan Multi-Asset Growth and Income (MATE), NextEnergy Solar Fund (NESF), Octopus Renewables Infrastructure (ORIT), Polar Capital Global Healthcare Trust (PCGH), Civitas Social Housing (CSH), GCP Student Living (DIGS), Impact Healthcare REIT (IHR), Residential Secure Income (RESI), Hipgnosis Songs Fund (SONG). Section timestamps: 00:19 Overview of the week 03:39 Corporate activity 06:26 Fundraising 15:27 Results (general) 36:58 Results (specialists) 46:37 Results (property) 55:30 Money Makers Circle (Nick Greenwood) 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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May 8, 2021 • 46min

Talking Trusts: Weekly Review with Simon Elliott (08 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. Trusts mentioned this week (with tickers) include: Baillie Gifford China Growth Trust (BGCG), JLEN Environmental Assets (JLEN), Liontrust ESG Trust, US Solar Fund (USFP), Aberdeen Latin American Income (ALAI), Schroder Oriental Income (SOI), Bluefield Solar Income Fund (BSIF), Apax Global Alpha (Apax), Alternative Income REIT (AIRE), Custodian REIT (CREI), Standard Life Investments Property Income (SLI), UK Commercial Property REIT (UKCM), Tritax Big Box REIT (BBOX), Hipgnosis Songs Fund (SONG), Round Hill MUSIC Royalty Fund (RHM). Section timestamps: 00:18 Overview of the week 02:43 Fundraising 20:00 Results 28:10 Results (property trusts) 38:02 Results (music royalty trusts) 41:41 Looking ahead 44:36 Money Makers Circle (Peter Hewitt) The Money Makers circle 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, news updates, market and 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. embership 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 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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May 1, 2021 • 1h 1min

Talking Trusts: Weekly Review with Simon Elliott (01 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 this week include the rebranding of a well known fund management house and the trend towards ESG. Trusts mentioned include: etc Trusts mentioned this week include: Abrdn, BH Global (BHGG), BH Macro (BHMG), Dunedin Income Growth (DIG), M&G Credit Income (MGCI), River and Mercantile UK Microcap (RMMC), Hipgnosis Songs Fund (SONG), Impact Healthcare REIT (IHR), Taylor Maritime Investments Ltd, Henderson International Income (HINT), Keystone Positive Change (KPC), Troy Income and Growth (TIGT), Aberdeen New Thai (ANW), Bailey Gifford China Growth Trust (BGCG), BlackRock Greater Europe (BRGE), Fidelity Asian Values (FAS), Vietnam Enterprise Investments (VEIL), Baker Steel Resources Trust (BSRT), ICG Enterprise Trust (ICGT), International Biotech (IBT), RTW Venture Fund (RTW), Schroder UK Public Private (SUPP), Aberdeen Standard European Logistics Income (ASLI), Home REIT (HOME), Standard Life Investment Property Income Trust (SLI). 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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Apr 24, 2021 • 57min

Talking Trusts: Weekly Review with Simon Elliott (24 April 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: City Merchants High Yield (CMHY), Invesco Enhanced Income (IPE), Invesco Income Growth (IVI), Gore Street Energy Storage Fund (GSF), Schiehallion Fund (MNTN), Polar Capital Global Financials (PCFT), UIL Ltd (UTL), Martin Curry Global Portfolio (MNP), Fidelity Special Values (FSV), Invesco Perpetual UK Smaller Companies (IPU), Acorn Income (AIF), Asia Dragon (DGN), Henderson Far East Income (HFEL), Aquila European Renewables Income (AERS), GCP Infrastructure (GCP), HarbourVest Global Private Equity (HVPE), NB Private Equity (NBPE), Standard Life Private Equity (SLPE), Third Point Investors (TPOU), Hybrid Tactile Credit Fund (HTCF), Boussard and Gavaudan (BGHL), BMO Commercial Property Trust (BCPT), UK Commercial Property (UKCM). 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, news updates, market and 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. 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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Apr 17, 2021 • 55min

Talking Trusts: Weekly Review with Simon Elliott (17 April 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. Listener numbers continue to rise as the podcast enters its second year. We are grateful for your continued support and the enthusiastic and favourable response since launch. This week we reflect on another strong week for the equity markets, with Wall Street hitting new all-time highs and the FTSE 100 index reaching 7,000 for the first time in a long time. Trusts mentioned this week (with tickers) include: BH macro (BHMG/BHMU), BH Global (BHGG/BHGU), F&C (FCIT), Invesco Select (IOVP) and Invesco Income Growth (IVI), UIL (UTL), US Solar (USF), Merchants Trust (MRCH), Schroder British Opportunities (SBO), Aberdeen Standard Asia Focus (AAS), Middlefield Canadian income (MCT), North American Income Trust (NAIT), Scottish Oriental Smaller Companies (SST), Caledonia Investments (CLDN), Golden Prospect Precious Metals (GPM), BMO Commercial Property Trust (BCPT), Phoenix Spree Deutschland (PSDL), PRS REIT (PRSR), and Schroder European Real Estate (SERE). 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, news updates, market and 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. This week sees the first of a series of forums in which leading investment trust experts give their answers to a currently topical issue. The weekly investment trust portfolio will continue to be free. 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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Apr 10, 2021 • 54min

Talking Trusts: Weekly Review with Simon Elliott (10 April 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 fundraising, style factors and the private equity sector. Trusts mentioned this week (with tickers) include: Strategic Equity Capital (SEC), Gore Street Energy (GSF), Impact Healthcare REIT (IHR), Jupiter Green (JGC), Aberdeen Asian Income Fund (AAIF), J.P.Morgan American (JAM), J.P.Morgan Global Emerging Markets Income (JEMI), Schroder Japan Growth (SJG), Impax Environmental Markets (JEM), Menhaden (MHN), Schroder UK Public Private (SUPP), Ediston Property Investment Company (EPIC), Princess Private Equity (PEY), HGCapital (HGT), Standard Life Private Equity, (SLPE), BMO Private Equity (BPET), Schiehallion (MNTN), Pantheon International (PIN) and others. 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, news updates, market and 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. Coming shortly: the first of a new series of forums in which investment trusts experts answer questions about a topic of the week. 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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Apr 3, 2021 • 50min

Talking Trusts: Weekly Review with Simon Elliott (03 April 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: Third Point Investors (TPOU), Strategic Equity Capital (SEC), Hipgnosis Songs Fund (SONG), Mercantile Investment Trust (MRC), Henderson High Income (HHI), BlackRock Latin American (BRLA), Fundsmith Emerging Equities (FEET), Fidelity Japan Trust (FJV), Nipon Active Value (NAVF), Vietnam Holdings (VNH), VinaCapital Vietnam Opportunity Fund (VOF), Impact Healthcare REIT (IHR), Phoenix Spree Deutschland (PSDL), BH Global (BHGG) and BH Macro (BHMG), Pershing Square Holdings (PSH), and City Merchants High Yield (CMHY). 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, news updates, market and 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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Mar 27, 2021 • 58min

Talking Trusts: Weekly Review with Simon Elliott (27 March 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: Chrysalis Investments (CHRY), Digital 9 Infrastructure (DG19), BH Global (BHGG/BHGU), Octopus Renewables Infrastructure (ORIT), The Renewals Infrastructure Group (TRIG), Tufton Oceanic Assets (SHIP), J.P.Morgan Smaller Companies (JMI), Temple Bar (TMPL), Baillie Gifford Japan (BGFD), Henderson Eurotrust (HNE), India Capital Growth (IGC), J.P.Morgan US Smaller Companies (JUSC), Schroder Asian Total Return (ATR), BMO Private Equity (BPET), Princess Private Equity (PEY), Schiehallion Fund (MNTN), BMO Real Estate (BREI), PRS REIT (PRSR), Regional REIT (RGL),Target Healthcare REIT (THRL), BBGI Global Infrastructure (BBGI) and International Public Partnerships (INPP). 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, news updates, market and 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. Coming shortly: the first of a new series called Funds I Like and a review of fund and trust performance. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 50 podcasts since launch. The first anniversary of the podcast falls next week. 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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Mar 20, 2021 • 50min

Talking Trusts: Weekly Review with Simon Elliott (20 March 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), Scottish Mortgage Trust (SMT), Blackrock Smaller Companies Trust (BRSC), International Biotechnology Trust (IBT), Strategic Equity Capital (SEC), Supermarket Income REIT (SUPR), Aberdeen Standard European Logistics Income (ASLI), JP Morgan Claverhouse (JCH), Smithson Investment Trust (SSON), Manchester and London (MNL), Baillie Gifford Shin Nippon (BGS), AVI Japan Opportunity (AJOT), Fidelity European Trust (FEV), Alliance Technology Trust (ATT), BioPharma Credit (BPCR), HG Capital Trust (HGT), Octopus Renewables Infrastructure (ORIT), US Solar Fund (USF), Hipgnosis Songs Fund (SONG). 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, news updates, market and 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 40-odd 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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