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.
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This week, as well as the regular features, the Circle features an in-depth profile of HICL Infrastructure, as well as a comment on the Money Makers Income Portfolio.
Markets wobble on variant fears
00:19 – Review of the week
03:22 – Corporate activity
17:06 – Fundraising
28:31 – Results (UK)
33:48 – Results (overseas)
48:46 – Money Makers Circle
49:20 – Results (property)
55:19 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Aberdeen Standard Asia Focus (AAS)
- Amadeo Air Four Plus (AA4)
- Gresham House Strategic (GHS)
- Third Point Investors (TPOU)
- Chrysalis Investments (CHRY)
- Octopus Renewables Infrastructure (ORIT)
- Ruffer Investment Company (RICA)
- Urban Logistics REIT (SHED)
- VH Global Sustainable Energy Opportunities (GSEO)
- Baillie Gifford UK Growth (BGUK)
- BMO UK High Income (BHI)
- Shires Income (SHRS)
- BlackRock Frontiers Investment Trust (BRFI)
- Fidelity China Special Situations (FCSS)
- Keystone Positive Change Trust (KPC)
- RPT: Chrysalis Investments (CHRY)
- Schroder UK Public Private (SUPP)
- Triple Point Energy Efficiency Infrastructure (TEEC)
- Custodian REIT (CREI)
- Residential Secure Income (RESI)
- TR Property Investment Trust (TRY)
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.