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Money Makers

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Dec 5, 2020 • 51min

Talking Trusts: Weekly Review with Simon Elliott (05 December 2020)

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: Invesco Income Growth (IVI), Invesco Perpetual Select (IVPU), Jupiter UK Growth (JUKG), Downing Renewables and Infrastructure (DORE), Golden Prospect (GPM), Gore Street Energy Storage (GSF), Premier Miton Global Renewables (PMGR), The Renewables Infrastructure Group (TRIG), Lindsell Train (LTI), Monks (MNKS), Senceca Global Income and Growth (SIGT), BMO UK High Income (BHI), Chelverton UK Dividend (SDV), Odyssean (OIT), BMO Commercial Property (BCPT), BMO Real Estate Investments (BREI), Civitas Social Housing (CSH), Custodian REIT (CREI), Residential Secure Income (RESI), Tritax Eurobox (EBOX), Augmentum Fintech (AUGM), Hipgnosis Funds (SONG) and TwentyFour Income (TFIF). 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 28, 2020 • 54min

Talking Trusts: Weekly Review with Simon Elliott (28 November 2020)

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: Alternative Credit Investments (ACI), Alternative Income REIT (AERI), Baillie Gifford China Growth (BGCG), Gulf Investment Fund (GIF), Gresham House Energy Storage (GRID), Schroder British Opportunities Trust (SBO), Schroder BSC Social Impact (SBSI), Aberdeen Standard Equity Income (ASEI), BMO Capital & Income (BCI), Troy Income and Growth (TIGT), Securities Trust of Scotland (STS), Baillie Gifford UK Growth (BGUK), J.P.Morgan Elect (JPE/JPEI), Aberdeen Japan (AJIT), Aberdeen New India (ANII), Baillie Gifford European Growth (BGEU), Templeton Emerging Markets (TEM), Utilico Emerging Markets (UEM), HICL Infrastructure (HICL), JLEN Environmental Assets (JLEN) and NextEnergy Solar (NESF), Invesco Enhanced Income (IPE), LXI REIT (LXI), Real Estate Credit Investments (RECI) and TR Property (TRY). 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 21, 2020 • 43min

Talking Trusts: Weekly Review with Simon Elliott (21 November 2020)

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 discussed (with tickers) include J.P.Morgan Brazil (JPB), Murray Income (MUT), Standard Life Smaller Companies (SLS), UK Mortgages (UKML), BBGI Global Infrastructure (BBGI), Blackrock Throgmorton Trust (THRG), Bluefield Solar Income (BSIF), Gove Street Energy Storage (GSF), Manchester and London Investment Trust (MNL), Edinburgh Investment Trust (EDIN), Schroder Income Growth (SCF), Montanaro European Smaller Companies Trust (MTE), Personal Assets (PNL), Scottish Mortgage (SMT), Biotech Growth Trust (BIOG), International Biotech (IBT), International Public Partnerships (INPP), AEW UK REIT (AEWIU) and Schroder Real Estate (SREI). 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 14, 2020 • 49min

Talking Trusts: Weekly Review with Simon Elliott (14 November 2020)

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 include: Gabelli Value Plus + (GVP), Perpetual Income and Growth (PLI), Murray Income (MUT), Strategic Equity Capital (SEC), Baillie Gifford China Growth (BGCG), Blackrock Throgmorton (THRG), J.P.Morgan Global Core Real Assets (JARA), Gresham House Energy Storage (GRID), Round Hill Music Royalty (RHM), Hipgnosis Songs (SONG), Schroder British Opportunities, AVI Global Trust (AGT), Schroder Oriental Income (SOI), 3i (III), 3i Infrastructure (3IN), Capital Gearing Trust (CGT), HGCapital (HGT), Sequoia Economc Infrastructure (SEQI), Foresight Solar Fund (FSFL), US Solar (USF), Picton Property Income (PCTN), Regional REIT (RGL) and Urban Logistics (SHED). 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 7, 2020 • 55min

Talking Trusts: Weekly Review with Simon Elliott (07 Nov 2020)

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: Alternative Credit Investments (ACI), Gabelli Value Plus + (GCP), Pacific Horizon (PHI), Baillie Gifford China Growth (BGCG), Downing Renewables and Infrastructure (DORE), Hipgnosis (SONG), Round Hill Music Royalty Fund, Blackrock Smaller Companies (BRSC), Downing Strategic Micro-Cap (DSM), Edinburgh (EDIN), Fidelity Special Values (FSV), Value and Income (VIN), Scottish Mortgage (SMT), Henderson Far East Income (HFEL), Scottish Oriental Smaller Companies (SST), Apax Global Alpha (APAX), International Biotechnology (IBT), JZ Capital Partners (JZCP), Alternative Income REIT (AIRE), Civitas Social Housing (CSH), GCP Student Living (DIGS), Standard Life Property Income (SLI), J.P.Morgan Japanese (JPJ) and Montanaro European Smaller Companies (MTE). 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 31, 2020 • 49min

Talking Trusts: Weekly Review with Simon Elliott (31 October 2020)

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 discussed include: Alternative Income REIT (AIRE), Perpetual Income and Growth (PLI), Premier Global Infrastructure (PGIT), Troy Income and Growth (TGIT), UK Mortgages (UKML), Augmentum Fintech (AUGM), Sandford Deland UK Buffettology Smaller Companies, Montanaro UK Smaller Companies (MTU), Mid Wynd International (MWY), Aberdeen Standard Asia Focus (AAS), Aberdeen New Dawn (ABD), Aberdeen Dragon (DGN), Henderson International Income (HINT), J.P.Morgan Emerging Markets Income (JEMI), VinaCapital Vietnam Opportunity Fund (VOF), Bluefield Solar Income Fund (BSIF), GCP Infrastructure (GCP), Greencoat Renewables (GRP), Greencoat UK Wind (UKW), Next Energy Solar Fund (NESF), Gresham House Energy Storage (GRID), Custodian REIT (CREI), Ediston Property (EPIC), Picton Property Income (PCTN) and Impact Healthcare REIT (IHR). 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 24, 2020 • 53min

Talking Trusts: Weekly Review with Simon Elliott (24 October 2020)

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 (with tickers) include: Aberdeen Diversified Income and Growth (AIG), Baring Emerging Europe (BEE), Gabelli Value Plus+ (GVP), J.P.Morgan European Growth/Income (JETG/JETI), Triple Point Social Housing (SOHO), Mercantile (MRC), Aberdeen New Thai (ANW), Blackrock Greater Europe (BRGE), Jupiter US Smaller Companies (JUS), Schroder Japan Growth (SJG), Golden Prospect Precious Metals (GPM), AEW UK REIT (AEWU), BMO Commercial Property Trust (BCPT), Empiric Student Property (ESP), Alliance Trust (ATST), Baillie Gifford Japan (BGFD), Odyssean (OIT) and Pacific Horizon (PHI). Also included is an explanation of how tender offers work. 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 17, 2020 • 45min

Talking Trusts: Weekly Review with Simon Elliott (17 October 2020)

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 discussed this week include: Baillie Gifford China Growth Trust (BGCG), Fidelity China Special Situations (FCSS), J.P.Morgan China Growth and Income (JCGI), Murray Income (MUT), Perpetual Income and Growth (PLI), Premier Global Infrastructure (PGIT), Gresham House Energy Storage (GRID), SDCL Energy Efficiency Income (SEIT), Triple Point Energy Efficiency Infrastructure (TEEC), Invesco Perpetual UK Smaller Companies (IPU), J.P.Morgan Smaller Companies Investment Trust (JMI), Jupiter UK Growth (JUKG), Fidelity Asian Values (FAS), Aberdeen Standard Asia Focus (AAS), Tritax Big Box REIT (BBOX), GCP infrastructure (GCP), Gabelli Value Plus+ (GVP), Hipgnosis Songs Fund (SONG) and Round Hill Music Royalty Fund. You can find more information, including relevant disclosures, at www.money-makers.co. Produced by Ben Gamblin
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Oct 10, 2020 • 42min

Talking Trusts: Weekly Review with Simon Elliott (10 October 2020)

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 discussed include two current IPOs (Tellworth British Opportunities and Home REIT), Jupiter US Smaller Companies (JUS), Baring Emerging Europe (BEE), Gabelli Value Plus + (GVP), Perpetual Income and Growth (PLI), Merian Chrysalis (MERI), Supermarket Income REIT (SUPR), Aquila EuropeanRenewables (AERS/AERI), Baillie Gifford Japan (BGFD), Genesis Emerging Markets (GSS), Pacific Assets (PAC), TR European Growth (TRG), ICG Enterprise (ICGT), J.P.Morgan Multi-Asset (MATE), PRS REIT (PRSR) and Target Healthcare REIT (THRL); plus the latest market and share price movements over the week. You can find more information, including relevant disclosures, at www.money-makers.co. Producer: Ben Gamblin
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Oct 3, 2020 • 50min

Talking Trusts: Weekly Review with Simon Elliott (03 October 2020)

In the latest edition of our weekly investment trust podcast Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, discuss in order: Pacific Assets (PAC), Strategic Equity Capital (SEC), Troy Income and Growth (TIGT), Witan Pacific (BGCG), Greencoat UK Wind (UKW), Jupiter UK Growth (JUKG), Merian Chrysalis (MERI), Merchants (MRCH), Henderson Eurotrust (HNE), Ashoka India Equity (AIE), India Capital Growth (IGC), J.P.Morgan Emerging Markets (JMG), Pacific Horizon (PHI), Aberdeen Standard European Logistics (ASLI), BMO Commercial Property Trust (BCPY), BMO Real Estate Investments (BREI), Schroder European Real Estate (SERE), Triple Point Social Housing REIT (SOHO) and UK Public Private (SUPP), formerly Woodford Patient Capital, and Manchester and London (MNL). We also discuss the five trusts currently looking to raise money through Initial Public Offerings. You can find more information, including relevant disclosures, at www.money-makers.co. Producer: Ben Gamblin.

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