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 North American Smaller Companies Investment Trust (NAS), as well as a review of the market and of the Money Makers portfolios.
Markets fail to live up to cricket success
00:21 – Review of the week
05:49 – Corporate activity
17:41 – Fundraising
21:52 – Money Makers Circle
22:29 – Results
41:09 – Results (overseas)
47:02 – Results (specialist)
49:06 – Results (property)
51:59 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- EP Global Opportunities (EPG)
- Rights and Issues Investment Trust (RIII)
- LXI REIT (LXI)
- Downing Renewables and Infrastructure Trust (DORE)
- VH Global Sustainable Energy Opportunities (GSEO)
- AVI Global Trust (AGT)
- Edinburgh Worldwide Investment Trust (EWI)
- Personal Assets Trust (PNL)
- Baillie Gifford UK Growth (BGUK)
- Odyssean Investment Trust (OIT)
- JPMorgan European Growth and Income (JEGI)
- JPMorgan Indian (JII)
- Atrato Onsite Energy (ROOF)
- Literacy Capital (BOOK)
- Schroder Real Estate Investment Trust (SREI)
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 110 podcasts in the more than two years 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.