Money Makers

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. Equities stage a retreat and we look back at the share issuance trends of 2020 and focus on the performance of listed private equity trusts. Trusts mentioned this week (with tickers) include: Gabelli Value Plus + (GVP), Scottish Mortgage (SMT), Odyssean (OIT), Independent Investment Trust (IIT), Genesis Emerging Markets (GEM), J.P.Morgan Asia Growth and Income (JAGI), Octopus Renewable Infrastructure (ORIT), Hipgnosis Song Fund (SONG), Schroder UK Public Private Trust (SUPP), Pantheon International (PIN), Princess Private Equity (PEY), HarbourVest Global Equity (HVPE), Oakley Capital Investments (OCI), Standard Life Private Equity (SLPE) and others. 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.

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. Not a huge amount of news this week, but an opportunity to look back over 2020 and discuss some of the broader features of the investment trust sector, as well as the outlook for the New Year. Trusts mentioned this week (with tickers) include: Value and Income (VIN), Schiehallion (MNTN), Gabelli Value Plus + (GVP), J.P.Morgan Indian (JII), Pantheon International (PIN), Hipgnosis (SONG), Round Hill Music Royalty (RHM). Scottish Mortgage (SMT), Mid Wynd (MWI) and Martin Currie Global (MNP). This week also sees the start of the Money Makers circle, 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, and 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.

In this special edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to the economist and author, Professor John Kay. Professor Kay has been a director and shareholder of several investment trusts, including Scottish Mortgage (SMT) and Value and Income (VIN), and is the author of Radical Uncertainty and The Long and The Short of It, among other well received books. 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.

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: Gulf Investment Fund (GIF), Ecofin US Renewables Infrastructure (RNEW), Gore Street Energy Storage (GSF), Round Hill Music Royalty (RHM), Schroder BSC Social Impact Trust (SBSI), BMO Global Smaller Companies (BGSC), The Scottish Investment Trust (SCIT), Aberdeen Diversified Income and Growth (ADIG), Finsbury Growth and Income (FGT), Miton UK Microcap (MINI), River and Mercantile UK Micro Cap (RMMC), Aberdeen New Dawn (ABD), Blackrock Frontiers (BRFI), J.P.Morgan Smaller Companies Trust (JESC), Schroder Asia Pacific (SDP), Ecofin Global Utilities and Infrastructure (EGL), Gore Street Energy Storage (GSF), GCP Infrastructure (GCP), Jupiter Green Investment Trust (JGC), Polar Capital Global Healthcare (PCGH), Ediston Property Investment Company (EPIC), Harbourvest Global Private Equity (HVPE), Standard Life Private Equity (SLPE). 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.

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 Standard European Logistics Income (ASLI), Tritax Big Box REIT (BBOX), Gabelli Value Plus (GVP), Jupiter US Smaller Companies (JUSC), Keystone (KIT), Greencoat Renewables (GRP), J.P.Morgan Core Real Assets (JARA), Round Hill Music Royalty (RHM), Edinburgh Worldwide (EWI), Majedie Investments (MAJE), Securities Trust of Scotland (STS), Artemis Alpha (ATS), Lowland (LWI), Oryx International Growth (OIG), Atlantis Japan Growth (AJG), Fidelity China Special Situations (FCSS), Henderson European Focus (HEFT), J.P.Morgan China Growth & Income (JCGL), J.P.Morgan Japanese (JFJ), Schroder European Real Estate (SERE), Electra Private Equity (ELTA), Henderson Diversifed Income (HDIV), Polar Capital Technology (PCT), SDCL Energy Efficiency Income (SEIT) and Sequoia Economic Infrastructure (SEQI). 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.

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.

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

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

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

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