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

Jun 6, 2020 • 34min
Talking Trusts: Weekly Review with Simon Elliott (06 June 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: Worldwide Healthcare (WWH), Biotech Growth Trust (BIOG), Templeton Emerging Markets (TEM), Fidelity China Special Situations (FCSS), Securities Trust of Scotland (STS), Secure Income REIT (SIR), LXI REIT (LXI), J.P.Morgan European (JETG and JETI), Miton Growth Opportunities (MIGO) and Augmentum Fintech (AUGM).
Topics include: index changes, Travelodge and other tenant disputes, China, Europe, healthcare and fintech.
You can find more information, including relevant disclosures, at www.money-makers.co.

May 30, 2020 • 31min
Talking Trusts: Weekly Review with Simon Elliott (30 May 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 (with tickers): Caledonia (CLDN), Capital Gearing Trust (CGT), 24 Select Monthly Income (SMIF), Baillie Gifford European Growth (BGEU), River and Mercantile UK Micro-Cap (RMMC), JLEN Environmental Assets (JLEN) and India Capital Growth (IGC).
You can find more information, including relevant disclosures, at www.money-makers.co.

May 23, 2020 • 35min
Talking Trusts: Weekly Review with Simon Elliott (23 May 2020)
Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week in the latest edition of our weekly investment trust podcast.
Trusts mentioned include: Perpetual Income and Growth, Brunner, Schroder UK Public and Private, Tritax Eurobox, HICL Infrastructure, JPMorgan Japanese, Baillie Gifford Shin Nippon, Renewables Infrastructure and Electra.
Topics covered include: how infrastructure funds value their assets.
You can find more information, including relevant disclosures, at www.money-makers.co.

May 16, 2020 • 30min
Talking Trusts: Weekly Review with Simon Elliott (16 May 2020)
Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week in the latest edition of our weekly investment trust podcast.
Trusts covered include: 3i Group, 3i Infrastructure, Civitas Social Housing, Scottish Mortgage, Murray International, Finsbury Growth & Income, Troy Income and Growth and Temple Bar.
You can find more information, including disclosures, at www.money-makers.co.

May 11, 2020 • 34min
Talking Trusts: Weekly Review with Simon Elliott (11 May 2020)
Jonathan Davis and Simon Elliott, head of investment trust research at Winterflood Securities, review the week in the latest edition of our weekly investment trust podcast.
Trusts covered include: Diverse Income Trust, Aberdeen New Thai, JPMorgan Global Growth and Income, Edinburgh Worldwide, Keystone and Supermarket Income REIT.
This episode explains a number of specialist terms, including: redemption facilities, enhanced dividends, index inclusion, share issuance and fees based on market capitalisation.
More information at www.money-makers.co.

May 2, 2020 • 23min
Talking Trusts: Weekly Review with Simon Elliott (02 May 2020)
Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the week in the latest edition of our weekly investment trust podcast.
Topics covered include:
- the latest NAV, share price and discount movements;
- Shell's shock dividend announcement;
- updates from equity income, property and renewables trusts;
- the outlook for the financial markets.
More information at www.money-makers.co.

Apr 25, 2020 • 18min
Talking Trusts: Weekly Review with Simon Elliott (25 April 2020)
Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the week in the latest edition of our weekly investment trust podcast. Topics covered include:
- the latest share price, discount and NAV movements;
- the impact of the oil price collapse on energy trusts;
- updates from several of the AIC’s “dividend heroes”;
- the outlook for the property and private equity sectors.
More information at www.money-makers.co.

Apr 18, 2020 • 27min
Talking Trusts: Weekly Review with Simon Elliott (18 April 2020)
Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the week in the latest edition of our weekly investment trust podcast. Topics include:
- the latest share price, discount and NAV movements,
- why equity markets have stalled,
- the impact of the virus on property and private equity trusts, and
- the latest data and manager updates on dividend sustainability.
For more information on this and a second podcast we are now running on global markets, please visit: www.money-makers.co

Apr 11, 2020 • 27min
Talking Trusts: Weekly Review with Simon Elliott (11 April 2020)
Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the week in the next edition of our weekly investment trust podcast. Topics covered include:
- the latest share price, discount and NAV movements,
- why equity markets have rallied,
- the sacking of Mark Barnett,
- will trust dividends be cut?,
- the outlook for equity income, and
- the sustainability of discount control mechanisms.
More information at www.money-makers.co.

Apr 6, 2020 • 16min
Talking trusts: will investment trusts recover from the virus pandemic?
Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the evidence in the first of our new weekly investment trust podcasts.


