Money Makers
Jonathan Davis
Home of the free Money Makers Investment Trust Podcast with Jonathan Davis, covering the latest developments in investment trusts. Subscribe now on your favourite podcast app to make sure you catch every edition! Keep up-to-date with Money Makers via Twitter - @MoneyMakersITs - and visit the website for more details, including our premium service, the Money Makers Circle: www.money-makers.co.
Episodes
Mentioned books

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.

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.

Mar 13, 2021 • 53min
Talking Trusts: Weekly Review with Simon Elliott (13 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.
Topics include the market recovery and some sharp moves in discounts.
Trusts mentioned this week (with tickers) include: Scottish Mortgage Trust (SMT), Blackrock North American Income (BRNA), Aberdeen Standard European Logistics Income (ASLI), Chrysalis Investments (CHRY), Digital 9 Infrastructure, LXI REIT (LXI, Tritax Eurobox (EBOX), EP Global Opportunities (EPG), F&C (FCIT), J.P.Morgan Global Growth and Income (JGGI), Witan (WTAN), Aberdeen Smaller Companies Income (ASCI), Ashoka India Equity (AIE), European Assets (EAT), Jupiter US Smaller Companies (JUS), ScotGems (SGEM), Foresight Solar Fund (FSFL), Oakley Capital (OCI), Tritax Big Box (BBOX), Hipgnosis Songs (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.

Mar 6, 2021 • 55min
Talking Trusts: Weekly Review with Simon Elliott (06 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.
Topics include the sell-off in technology and Chinese trusts, the UK Budget, index changes and the latest fundraisings.
Trusts mentioned this week (with tickers) include: Scottish Mortgage Trust (SMT), City Merchants High Yield (CMHY), Invesco Enhanced Income (IPE), Next Energy Renewables, Sequoia Economic Infrastructure (SEQI), The Renewables Infrastructure Group (TRIG), Tufton Oceanic Assets (SHIP), Alliance Trust (ATST), Mid Wynd International (MWY), Murray International (MYI), RIT Capital Partners (RCP), Ruffer Investment Company (RIC), Strategic Equity Capital (SEC), J.P.Morgan Emerging Markets (JMG), Pacific Horizon (PHI), BB Healthcare Trust (BBH), Blackrock World Mining (BWRM), Bluefield Solar Income (BSIF), Greencoat Renewables (GRP), Premier Miton Global Renewables (PMGR), GCP Student LIving (DIGS), Supermarket Income (SUPR) and Triple Point Social Housing (SOHO).
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.

Feb 27, 2021 • 56min
Talking Trusts: Weekly Review with Simon Elliott (27 February 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 include: Black Rock Frontiers Investment Trust (BRFI), Troy Income and Growth (TIGT), Sequoia Economic Infrastructrue Income Trust (SEQI), Schiehallion Fund (MNTN), Target Healthcare REIT (THRL), Law Debenture (LWDB), JPMorgan Mid Cap Investment Trust (JMF), CC Japan Income and Growth (CCJI), Genesis Emerging Markets (GSS), Mobius Investment Trust (MMIT), TR European Growth (TRG), Herald Investment Trust (HRI), HICL Infrastructure (HICL), Polar Capital Global Financials Trust (PCFT), Riverstone Energy (REL), Pantheon International Private Equity Trust (PIN), 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.

Feb 20, 2021 • 53min
Talking Trusts: Weekly Review with Simon Elliott (20 February 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 include the latest fundraising and changes in the AIC sector classifications. Trusts mentioned this week (with tickers) include: BH Global (BHGG/BHGU), BH Macro (BHMG/BHMU), Jupiter UK Growth (JUKG), AVI Japan Opportunities (AJOT), CC Japan Income and Growth (CCJI), Chrysalis (CHRY), Cordiant Digital Infrastructure (CORD and CSRF), Greencoat UK Wind (UKW), LXI REIT (LXI), Tritax Eurobox (EBOX), Brunner (BUT), City of London (CTY), Diverse Income Trust (DIVI), Murray Income (MUT), Rights and Issues (RII) and Aberdeen Emerging Markets (AEMC).
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.
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.

Feb 13, 2021 • 51min
Talking Trusts: Weekly Review with Simon Elliott (13 February 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 include the latest fundraising and a review of recent property sector updates.
Trusts mentioned this week (with tickers) include: Alternative Credit Investments (ACI), Gabelli Value Plus + (GVP), Keystone (KIT), Strategic Equity Capital (SEC), Greencoast UK Wind (UKW), Hipgnosis Songs (SONG), Martin Currie Global Portfolio (MNP), SDCL Energy Efficiency Income (SEIT), Target Healthcare (THRL), Warehouse REIT (WHR), Blackrock Throgmorton (THRG), Henderson Opportunities Trust (HOT), Invesco Perpetual Select (IVPU, IVI), Invesco Income Growth (IVI)/IVPU), Blackrock North American Income (BRNA), Scottish American (SAIN), Civitas Social Housing (CSH), LXI REIT (LXI), Schroder European Real Estate (SERE).
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.
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.

Feb 6, 2021 • 48min
Talking Trusts: Weekly Review with Simon Elliott (06 February 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: Alliance Trust (ATST), Blackrock Frontiers (BRFI), Baillie Gifford China Growth (BGCG), Cordiant Digital Infrastructure (CORD), Digital 9 Infrastructure (DG19), NextEnergy Renewables (NREN), SDCL Energy Efficiency Income (SEIT), VH Global Sustainable Energy Opportunities (GSEO), Warehouse REIT (WHR), Aberforth Smaller Companies Trust (ASL), Blackrock Income and Growth (BRIG), Jupiter Emerging and Frontier Income (JEFI), Blackrock Energy and Resoruces Income (BERI0, Chrysalis Investments (CHRY) and ICH Enterprise (ICGT).
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, Ewan Lovett-Turner, head of investment trust research at Numis Securities, discusses recent trends in discounts and issuance. A review of the progress of the Investment Trusts Handbook portfolio is also being recorded.
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.

Jan 30, 2021 • 43min
Talking Trusts: Weekly Review with Simon Elliott (30 January 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), J.P.Morgan Indian (JII), Schroder UK Public Private (SUPP), VH Global Sustainable Energy (GSEO), Cordiant Digital Technology (planned IPO), CC Japan Income & Growth (CCJI), Invesco Asia (IAT), J.P.Morgan Russian Securities (JRS), Henderson Smaller Companies (HSL), 3i Infrastructure (3IN), Greencoat UK Wind (UKW), M&G Credit Income (MGCI), BMO Managed Portfolio Growth (BMPG/BMPI), Oakley Capital Investments (OCI), Standard Life Private Equity (SLPE) and GCP Student Living (DIGS).
For more information about the Money Makers circle, a new premium content offering, please visit money-makers.co/membership-join. This week: Hugh Sloane, founder of the hedge fund firm Sloane Robinson, talks about his specialist area of Japan and his global portfolio.
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.

Jan 23, 2021 • 42min
Talking Trusts: Weekly Review with Simon Elliott (23 January 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: Jupiter Green (JGC), Jupiter UK Growth (JUKG), Keystone Investment Trust (KIT), River and Mercantile UK Micro Cap (RMMC), AVI Japan Opportunity (AJOT), Hipgnosis Sonds Fund (SONG), RTW Venture Fund (RTW), Baillie Gifford US Growth (USA), Bankers (BNKR), Ruffer Investment Company (RICA), Aberdeen Standard European Logistics Income (ASLI), Drum Income Plus (DRUM), Impact Healthcare (IHR) and Target Healthcare (THRL).
We also discuss the outlook for the investment trust sector going into the New Year.
Meanwhile the Money Makers circle is now up and running. 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, 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. Included this week: an interview with Stuart Widdowson, manager of the Odyssean investment trust.
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.


