Money Makers

In the first 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, will be available on August 22nd. The normal weekly podcast will resume in early September. You can find more information, including relevant disclosures, at www.money-makers.co.

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: RIT Capital Partners (RCP), BMO Managed Portfolio (BPMG), J.P.Morgan Global Growth and Income (JGGI), Fidelity European Values (FEV), Fidelity Japan (FJV), Fundsmith Emerging Equities (FEET), Allianz Technology (ATT), Pantheon International (PIN), Hipgnosis (SONG), J.P.Morgan Claverhouse (JCH), BMO Commercial Property (BCPT), Standard Life Property Income (SLI), UK Commercial Property (UKCM), Tritax Big Box (BBOX) and Tritax European (EBOX), Aquila European Renewables (AERS), Octopus Renewables (ORIT)and Renewables Infrastructure Group (TRIG), Aurora (ARR), Honeycomb (HONY) and Pollen Street Secured Lending (PSSL). Topics include: the flexible trust sector, overseas trust updates, property trust discounts, another merger proposal and Barry Manilow’s age. 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).

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: F&C (FCIT), Scottish American (SAIN), Smithson (SSON), Brunner (BUT), Law Debenture (LWDB), Artemis Alpha (ATS), Value and Income (VIN), Aberforth Smaller Companies (ASL), Henderson Smaller Companies (HSL), Greencoat UK Wind (UKW.L), Perpetual Income and Growth (PIGIT), Murray Income (MUT), Gabelli Value Plus+ (GVP), and Pershing Square (PSH). Topics include: proposals in the equity income sector, global trusts, UK smaller companies trusts and renewable energy trusts. 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)

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: Witan Pacific (WPC), Alliance Trust (ATST), City Merchants High Yield (CMHY), Invesco Enhanced Income (IPE), Blackrock Throgmorton (THRG), J.P.Morgan Smaller Companies (JMI), BB Healthcare (BBH), City of London CTY), Four Oaks Income (FAIR), Schroder REIT (SREI), HICL (HICL), UK Mortgages (UKML) and Gabelli Value Plus+ (GVP). Topics include: another mandate for Baillie Gifford, China, dividend suspensions, smaller companies and corporate activity. 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).

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: BMO Commercial Property (BCPT), Schroder REIT (SREI), AEW UK (AEWU), Supermarket Income (SUPR), Target Healthcare (THRL), Impact Healthcare (IHR), Polar Capital Technology (PCT), Allianz Technology (ATT), Herald (HRI), Personal Assets (PNL), Ruffer Investment (RICA), Caledonia (CLDN), Hansa Trust (HAN), Miton Global Opportunities (MIGO) and Independent Investment Trust (IIT). Topics include: the property sector, technology trusts and the flexible sector. 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).

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and all the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned (with tickers) include: Gore Steet Energy Storage (GSF), Hipgnosis (SONG), Invesco Asia (IAT), Atlantis Japan Growth (AJG), Nippon Active Value (NAVF), Aberdeen Emerging Markets (AEMC), Shires Income (SHRS), 24 Income Fund (TFIF), Henderson European Focus (HEFT), J.P.Morgan European Smaller Companies (JESC), European Opportunities (JEO), Tritax Big Box (BBOX), Impact Healthcare (IHR), Urban Logistics (SHED) and Gabelli Value Plus + (GVP). Topics include: half year review, outcome of placings, Asian trusts, Q2 property updates and sector rationalization. You can find more information, including relevant disclosures, at www.money-makers.co

We apologise for the quality of sound which is variable in this edition. -- 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: Gore Street Energy Storage (GSF), Hipgnosis (SONG), Bankers (BNKR), Schroder Midcap (SCP), Invesco Income Growth (IVI), Civitas Social Housing (CSH), Aberdeen Frontier Markets (AFMC), Aberdeen New Dawn (ABD), Aberdeen Emerging Markets (AEMC), J.P.Morgan Japanese Smaller Companies (JPS), Gabelli Value Plus + (GVP), and Mobius (MMIT). Topics include: placings for retail investors, more equity income and property updates, the value of smaller sectors. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that the next podcast will be a special live interactive podcast (with Q and A) at the Mello Virtual private investor event on July 11th.

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: Law Debenture (LWDM), Merchants (MRCH), Monks (MNKS), Blackrock Smaller Companies (BRSC), Montanaro UK Smaller Companies (MTU), AEW UK (AEWU), Picton (PCTN), Schroder European Real Estate (SERE), Custodian (CREI), Supermarket Income (SUPR), Aquila European Renewables (AERS), European Opportunities (JEO) and Manchester and London (MNL). Topics include: updates on UK equity income, property and private equity performance, the diversity within sectors, the Wirecard scandal and (surprisingly) Wimbledon debentures. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that, technology permitting, we will be broadcasting a live interactive podcast (with Q and A) at the Mello Virtual private investor event on July 11th.

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: Scottish Investment Trust (SCIN), Monks (MNKS), Lowland (LWI), European Opportunities (JEO), Seneca Global Income and Growth (SIGT), Bluefield Solar Income (BSIF), ICG Enterprise (ICGT), Standard Life Private Equity (SLPE), Gabelli Value Plus (GVP) and J.P.Morgan Russia (JRS). Topics include: the virus impact on sectors, private equity valuations, renewable energy and Wirecard. You can find more information, including relevant disclosures, at www.money-makers.co. Look out for a special interactive podcast (with Q and A) at Mello Virtual on July 11-12.

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: Edinburgh (EDIN), BG UK Growth (BGUK), Edinburgh Worldwide (EWI), Standard Life Smaller Companies (SLS), Lowland (LWI), Temple Bar (TMPL), Aberdeen Diversified Income and Growth (ADIG), Allianz Technology (ATT) and Odyssean (OIT). Topics include: equity income, growth and value, technology and yields. You can find more information, including relevant disclosures, at www.money-makers.co.