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 the Scottish Mortgage Investment Trust (SMT), and the first ever review of the Money Makers Income Portfolio!
A new scare about the virus
This week’s edition of the Weekly Investment Trust Podcast was recorded on the afternoon of Thursday 25 November, before news broke of the new coronavirus variant which had a significant impact on market performance on Friday. This will be covered in next week’s edition of the podcast.
00:53 – Corporate news
11:50 – Money Makers Circle
12:32 – Fundraising
16:28 – Results
36:59 – Results (European)
39:57 – Results (emerging markets)
42:27 – Results (specialists)
50:37 – Results (property)
52:48 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Crystal Amber Fund (CRS)
- EP Global Opportunities (EPG)
- Scottish Oriental Smaller Companies (SST)
- Third Point Investors (TPOU)
- Foresight Sustainable Forestry (FSF)
- Greencoat UK Wind (UKW)
- Nippon Active Value (NAVF)
- ThomasLloyd Energy Impact (TLEI/TLEP)
- Caledonia Investments (CLDN)
- Hansa Investment Company (HAN/HANA)
- JPMorgan Elect Managed Growth Trust (JPE)
- Personal Assets Trust (PAT)
- BMO Capital and Income (BCI)
- Edinburgh Investment Trust (EDIN)
- JPMorgan Elect Managed Income (JPEI)
- Montanaro UK Smaller Companies (MTU)
- Odyssean Investment Trust (OIT)
- Aberdeen Japan (AJIT)
- Aberdeen New India (ANII)
- Baillie Gifford European Growth (BGEU)
- JPMorgan European (JETG/JETI)
- Templeton Emerging Markets (TEM)
- Utilico Emerging Markets (UEM)
- Augmentum Fintech (AUGM)
- Cordiant Digital Infrastructure (CORD/CCRD)
- HICL Infrastructure Trust (HICL)
- International Public Partnerships (INPP)
- JLEN Environmental Assets (JLEN)
- Sequoia Economic Infrastructure Income (SEQI)
- LXI REIT (LXI)
- Schroder Real Estate (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 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.