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

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.

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

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

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

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.

Sep 26, 2020 • 45min
Talking Trusts: Weekly Review with Simon Elliott (26 September 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 include: Temple Bar (TMPL), Hipgnosis (SONG), Urban Logistics REIT (SHED), Murray Income (MUT), Baillie Gifford Shin Nippon (BGS), European Opportunities (JEO), Bluefield Solar (BSF), J.P.Morgan Growth and Income (JGGI), Standard Life Property Income(SLI), UK Commercial Property (UKCM), Menhaden (MHN), and The Schiehallion Fund (MNTN).
You can find more information, including relevant disclosures, at www.money-makers.co.
Producer: Ben Gamblin.

Sep 19, 2020 • 31min
Talking Trusts: Weekly Review with Simon Elliott (19 September 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: Securities Trust of Scotland (STS), Merian Chrysalis (MERI), North American Smaller Companies (NAS), AVI Japan Opportunity (AJOT), Martin Currie Global Portfolio (MNP), Witan Pacific (WPC), Hgcapital (HGT), Octopus Renewables Infrastructure (ORIT), Greencoat Renewables (GRP), Aquila European Renewables (AERS/AERI), US Solar (USF) and Gabelli Value Plus + (GVP).
You can find more information, including relevant disclosures, at www.money-makers.co.
Producer: Ben Gamblin.

Sep 12, 2020 • 37min
Talking Trusts: Weekly Review with Simon Elliott (12 September 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: Ruffer Investment Company (RICA), Henderson High Income (HHI), Standard Life Smaller Companies (SLS), Aberdeen Smaller Companies Income (ASCI), Blackrock Latin America (BRLA), Schroder Asia Total Return (ATR), Hipgnosis (SONG), International Public Partnerships (INPP), Oakley Capital (OCI), Witan (WTAN) and Invesco Income Growth (IVI).
You can find more information, including relevant disclosures, at www.money-makers.co.

Sep 5, 2020 • 33min
Talking Trusts: Weekly Review with Simon Elliott (05 September 2020)
After a short summer break Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, return to review the week and the main market movements in the latest edition of our weekly investment trust podcast.
Trusts mentioned (with tickers) include: Scottish Mortgage (SMT), Temple Bar (TMPL), Baillie Gifford US Growth (USA), Hipgnosis Songs (SONG), Witan (WTAN), Mid Wynd International (MWY), Miton UK Microcap (MINI), Foresight Solar (FSFL), Pershing Square Holdings (PSH), Merian Chrysalis (MERI), J.P.Morgan US Smaller Companies (JUSC and BBGI (BBGI).
Topics also include: FTSE index changes, fund flow data, the UK equity sector, this week's sell-off and another planned IPO (Tellworth British Recovery and Growth).
You can find more information, including relevant disclosures, at www.money-makers.co.

Aug 22, 2020 • 29min
Talking Trusts Special - Investment Trusts Primer, Part 2 (22 August 2020)
In the second part of a special two-part podcast, Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, step back from tracking the week's news to provide an in-depth primer on what investment trusts are and how they operate.
The second part of this special holiday edition, designed as an introductory guide for first time investors in investment trusts and as a refresher for more experienced shareholders, covers alternative assets and the role of sectors.
The normal free weekly podcast will resume in early September.
You can find more information, including relevant disclosures, at www.money-makers.co


