Money Makers

Jonathan Davis
undefined
Jun 18, 2022 • 50min

Talking Trusts: Weekly Review with Simon Elliott (18 Jun 2022)

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: Boussard & Gavaudan (BGHL), Foresight Sustainable Forestry (FSF), Lindsell Train Investment Trust (LTI), Abrdn Diversified Income and Growth (ADIG), JZ Capital Partners (JZCP), Montanaro UK Smaller Companies (MTU), River and Mercantile UK Micro Cap (RMMC), JPMorgan European Discovery Trust (JEDT), Templeton Emerging Markets (TEM), JLEN Environmental Assets Group (JLEN), Syncona (SYNC), Thomaslloyd Energy Impact Trust (TLEI), Custodian REIT (CREI), Value and Indexed Property Income (VIP). Section Timestamps: 00:18 - Review of the week 07:19 - Corporate activity 10:39 - Fundraising 13:25 - Money Makers Circle 13:45 - Results 24:37 - Results (UK) 29:58 - Results (overseas) 34:20 - Results (specialist) 41:30 - Results (property) 47:25 - Where things stand 49:17 - 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 110 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.
undefined
Jun 11, 2022 • 53min

Talking Trusts: Weekly Review with Simon Elliott (11 Jun 2022)

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), Rights and Issues Investment Trust (RIII), LXI REIT (LXI), Downing Renewables and Infrastructure Trust (DORE), VH Global Sustainable Energy Opportunities (GSEO), AVI Global Trust (AGT), Edinburgh Worldwide Investment Trust (EWI), Personal Assets Trust (PNL), Baillie Gifford UK Growth (BGUK), Odyssean Investment Trust (OIT), JPMorgan European Growth and Income (JEGI), JPMorgan Indian (JII), Atrato Onsite Energy (ROOF), Literacy Capital (BOOK), Schroder Real Estate Investment Trust (SREI). Section Timestamps: 00:21 - Review of the week 05:49 - Corporate activity 17:41 - Fundraising 21:52 - Money Makers Circle 22:29 - Results 41:09 - Results (overseas) 47:02 - Results (specialist) 49:06 - Results (property) 51:59 - 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 110 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.
undefined
Jun 4, 2022 • 52min

Talking Trusts: Weekly Review with Simon Elliott (04 Jun 2022)

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: Scottish Investment Trust (SCIN), Bluefield Solar Income Fund (BSIF), Capital Gearing Trust (CGT), BMO Capital and Income Investment Trust (BCI), BMO UK High Income (BHI), Abrdn Japan Investment Trust (AJIT), Barings Emerging EMEA Opportunities (BEMO), Fidelity China Special Situations (FCSS), JPMorgan Asia Growth and Income (JAGI), Biotech Growth Trust (BIOG), Worldwide Healthcare Trust (WWH), TR Property (TRY), Abrdn European Logistics Income (ASLI). Section Timestamps: 00:27 - Review of the week 03:53 - Investment trusts over the Queen's reign 08:39 - Fundraising 10:08 - Index changes 17:35 - Results 24:57 - Results (UK) 32:39 - Results (overseas) 41:55 - Results (specialists) 47:11 - Results (property) 50:19 - Money Makers Circle 51:11 - 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 110 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.
undefined
May 28, 2022 • 55min

Talking Trusts: Weekly Review with Simon Elliott (28 May 2022)

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: Bluefield Solar Income Fund (BSIF), Gresham House Energy Storage Fund (GRID), Home REIT (HOME), Majedie Investments (MAJE), Caledonia Investments (CLDN), Edinburgh Investment Trust (EDIN), Shires Income (SHRS), BlackRock Frontiers Investment Trust (BRFI), Henderson European Focus Trust (HEFT), JPMorgan China Growth and Income (JCGI), Schroder Asia Pacific Fund (SDP), Schroder Oriental Income Fund (SOI), Chrysalis Investments (CHRY), Cordiant Digital Infrastructure (CORD), HICL Infrastructure (HICL), HarbourVest Global Private Equity (HVPE), Ediston Property Investment Company (EPIC), Life Science REIT (LABS), Residential Secure Income (RESI), Warehouse REIT (WHR). Section Timestamps: 00:18 - Review of the week 03:00 - Money Makers Circle 06:25 - Fundraising 11:48 - Results 21:53 - Results (UK) 28:53 - Results (overseas) 39:54 - Results (specialist) 50:09 - Results (property) 54:32 - 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 110 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.
undefined
May 21, 2022 • 46min

Talking Trusts: Weekly Review with Simon Elliott (21 May 2022)

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: Home REIT (HOME), Ecofin US Renewables (RNEW), JPMorgan Elect Managed Growth (JPE), Scottish Mortgage Investment Trust (SMT), Securities Trust of Scotland (STS), JPMorgan Multi-Asset Growth and Income (MATE), Abrdn Equity Income (AEI), Finsbury Growth and Income (FGT), JPMorgan Elect Managed Income (JPEI), Lowland Investment Company (LWI), Schroder Income Growth (SCF), Baillie Gifford European Growth Trust (BGEU), JPMorgan Japanese (JFJ), Ecofin Global Utilities and Infrastructure (EGL), JLEN Environmental Assets Group (JLEN), Tritax Eurobox (EBOX). Section Timestamps: 00:18 - Review of the week 04:06 - Mello Trusts and Funds 04:35 - Money Makers Circle 04:50 - Fundraising 08:17 - Results 20:11 - Results (UK) 30:33 - Results (overseas) 34:06 - Results (specialist) 40:34 - Shareholder Communication Awards 45:22 - 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 110 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.
undefined
May 14, 2022 • 47min

Talking Trusts: Weekly Review with Simon Elliott (14 May 2022)

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), LXI REIT (LXI), Scotgems (SGEM), Bluefield Solar Income (BSIF), Ecofin US Renewables Infrastructure (RNEW), North Atlantic Smaller Companies (NAS), Downing Strategic Micro-Cap (DSM), BlackRock Greater Europe (BRGE), Pacific Assets (PAC), 3i Group (III), HG Capital Trust (HGT), ICG Enterprise Trust (ICGT), Polar Capital Global Healthcare Trust (PCGH), 3i Infrastructure (3IN), Aquila European Renewables Income (AERS), Downing Renewables and Infrastructure (DORE), JLEN Environmental Assets Group (JLEN), Next Energy Solar (NESF), Civitas Social Housing (CSH), Custodian REIT (CREI). Section Timestamps: 00:50 - Review of the week 05:08 - Corporate news 12:29 - Fundraising 14:51 - Money Makers Circle 15:32 - Results 23:39 - Results (specialist) 32:47 - Results (infrastructure) 39:46 - Results (property) 46:16 - 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 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.
undefined
May 7, 2022 • 49min

Talking Trusts: Weekly Review with Simon Elliott (07 May 2022)

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: Keystone Positive Change (KPC), Aurora Investment Trust (ARR), BlackRock Smaller Companies (BRSC), Abrdn Latin American Income Fund (ALAI), Weiss Korea Opportunity Fund (WKOF), Foresight Solar Fund (FSFL), Foresight Sustainable Forestry (FSF), Gresham House Energy Storage Fund (GRID), Harmony Energy Income (HEIT), Octopus Renewables Infrastructure Trust (ORIT), Alternative Income REIT (AIRE), Home REIT (HOME), Standard Life Investments Property Income (SLI), Target Healthcare REIT (THRL), Tritax Big Box REIT (BBOX), UK Commercial Property REIT (UKCM). Section Timestamps: 00:18 - Review of the week 04:24 - Stagflation impact on the investment trust sector 06:29 - Results 18:07 - Results (overseas) 22:12 - Results (specialist) 32:22 - Results (property) 45:49 - The weeks ahead 47:19 - Money Makers Circle 48:06 - 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.
undefined
Apr 30, 2022 • 1h 2min

Talking Trusts: Weekly Review with Simon Elliott (30 April 2022)

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.
undefined
Apr 23, 2022 • 54min

Talking Trusts: Weekly Review with Simon Elliott (23 April 2022)

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.
undefined
Apr 16, 2022 • 54min

Talking Trusts: Weekly Review with Simon Elliott (16 April 2022)

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.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app