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 Tritax Big Box REIT, the editor’s notes and a preview of our next videos on market trends and the performance of the Investment Trusts Handbook portfolio.
Markets say thanks to the Bank
00:19 – Review of the week
04:12 – Corporate activity
22:01 – Fundraising
32:38 – Money Makers Circle / Investment Trust Handbook
33:19 – Results
38:47 – Results (overseas)
42:07 – Results (specialists)
45:29 – Results (property)
49:20 – Music royalties sector
51:33 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- abrdn China Investment Company (ACIC)
- Alliance Trust (ATST)
- Drum Income Plus REIT (DRIP)
- Electra Private Equity (ELTA)
- GCP Student Living (DIGS)
- Gresham House Strategic (GHS)
- Greencoat UK Wind (UKW)
- Harmony Energy Income Trust (HEIT)
- Schroder BSC Social Impact Trust (SBSI)
- ThomasLloyd Energy Impact Trust
- Tufton Oceanic Assets (SHIP)
- BlackRock Smaller Companies Trust (BRSC)
- Downing Strategic Micro-Cap Investment Trust (DSM)
- BlackRock Greater Europe Investment Trust (BRGE)
- Fidelity Emerging Markets (FEML)
- Apax Global Alpha (APAX)
- International Biotechnology Trust (IBT)
- Custodian REIT (CREI)
- Standard Life Investments Property Income (SLI)
- UK Commercial Property REIT (UKCM)
- Target Healthcare REIT (THRL)
- and Round Hill Music Royalty Fund (RHM)
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.