Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review all the main announcements and market movements in the latest edition of our free weekly investment trust podcast.
You can listen to this week’s podcast in full on the audio player below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Stitcher and others.
If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. 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, performance data, market/portfolio reviews and regular extracts from the editor’s notebook.
This week, as well as the regular features, the Circle features a profile of the Bluefield Solar Income Fund (BSIF).
Investors take Budget in their stride
00:19 – Review of the week
03:42 – Corporate activity
19:09 – Fundraising
24:54 – Results
29:51 – Results (overseas)
44:12 – Results (specialists)
51:03 – Money Makers Circle
51:22 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Aberdeen Emerging Markets Investment Company (AEMC) / Aberdeen New Thai Investment Trust (ANW) / abrdn China Investment Company (ACIC)
- Standard Life UK Smaller Companies Trust (SLS) / abrdn UK Smaller Companies Growth Trust (AUSC)
- Artemis Alpha (ATS)
- EP Global Opportunities Trust (EPG)
- Third Point Investors (TPOU)
- Urban Logistics REIT (SHED)
- Atrato On Site Energy (ROOF)
- Nippon Active Value Fund (NAVF)
- Foresight Sustainable Forestry Trust
- Henderson International Income (HINT)
- Schroder BSC Social Impact Trust (SBSI)
- Asia Dragon (DGN)
- Brown Advisory US Smaller Companies (BASC)
- Henderson Far East Income (HFEL)
- JP Morgan Global Emerging Markets Income Trust (JEMI)
- Pacific Assets (PAC)
- Schroder Japan Growth Fund (SJG)
- VinaCapital Vietnam Opportunity Fund (VOF)
- CQS Natural Resources Growth and Income (CYN)
- HarbourVest Global Private Equity (HVPE)
About Money Makers
We are an independent research and publishing venture committed to providing high-quality investment information and resources. You can sign up below to be notified about the latest podcasts by email as soon as they become available. Please note that the podcasts should not be regarded as personal financial advice, but are provided for information and background only. We are very grateful for your continued support and the enthusiastic response to our over 80 podcasts in the 18 months since launch.
Disclosures about the trusts for which Winterflood Securities act as corporate broker and the editor’s personal holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.
