In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to James Carthew, director of QuotedData, and Baroness Ros Altmann CBE about her recent Private Members Bill to address the cost disclosure issue in investment trusts.
You can listen to this week’s podcast in full on the audio players below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Google, and others, including now the Money Makers YouTube channel. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
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Another decent week for risk assets
01:21 – Money Makers Circle
02:10 – Review of the week
04:56 – Summary of results
06:08 – The Investment Trusts Handbook 2024
07:30 – Q&A with James Carthew
10:36 – Discussing individual trusts
27:40 – Selected results this week
32:49 – Prospects for a continuing Santa Rally
35:08 – Q&A with Baroness Altmann CBE
39:32 – What happens next?
45:27 – Timescale for a resolution
47:53 – Views of the AIC
50:23 – Transparency and accuracy in disclosure
57:40 – Impact of cost disclosure on derating
59:45 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- J.P.Morgan Japanese (JFJ)
- Personal Assets Trust (PNL)
- Monks Investment Trust (MNKS)
- Templeton Emerging Markets (TEM)
- Biopharma Credit (BPCR)
- VinaCapital Vietnam Opportunity Fund (VOF)
- Picton Property Income (PCTN)
- European Opportunities Trust (EOT)
- Residential Secure Income (RESI)
- Ecofin US Renewables (RNEW)
- Barings Emerging EMEA Opportunities (BEMO)
- Finsbury Growth and Income (FGT)
- Lindsell Train Investment Trust (LTI)
- BlackRock Frontiers Investment Trust (BRFI)
- Tritax Eurobox (EBOX)
- Lowland (LWI)
- Chrysalis (CHRY)
About Money Makers
We are an editorially 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 nearly 190 podcasts in the more than three years since launch.
Disclosures about 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) and Doceo (doceo.tv). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.
The image of Baroness Altmann is an official UK Parliament photograph used under Creative Commons licence (CC BY 3.0).