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 Impact Healthcare REIT, a discussion with Alistair Laing, co-manager of the Capital Gearing investment trust, and research about the sensitivity of renewable energy and infrastructure trusts to inflation.
CPI highest in ten years
00:19 – Review of the week
03:02 – Corporate news
12:22 – Fundraising
30:07 – Money Makers Circle
30:38 – Results
44:22 – Results (property)
49:18 – Annual Investment Trust awards
51:40 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Civitas Social Housing (CSH)
- Triple Point Social Housing REIT (SOHO)
- Scottish Investment Trust (SCIN)
- Third Point Investors (TPOU)
- Atrato Onsite Energy (ROOF)
- Life Science REIT (LABS)
- Nippon Active Value (NAVF)
- Octopus Renewables Infrastructure (ORIT)
- Ruffer Investment Company (RICA)
- Schroder BSC Social Impact Trust (SBSI)
- Tufton Oceanic Assets (SHIP)
- Urban Logistics REIT (SHED)
- Petershill Partners (PHLL)
- JPMorgan Global Core Real Assets (JARA)
- Chelverton Growth Trust (CGW)
- Troy Income and Growth (TIGT)
- Montanaro European Smaller (MTE)
- HG Capital Trust (HGT)
- NextEnergy Solar Fund (NESF)
- Seraphim Space Investment Trust (SSIT)
- Worldwide Healthcare Trust (WWH)
- AEW UK REIT (AEWU)
- Value and Indexed Property Income (VIP)
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.