Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the main announcements and market movements in the latest edition of our free weekly investment trust podcast. The podcast mentions the Mello Investment Trusts and Funds event on Tuesday June 15th from 4pm to 8pm, in which both of us will be making an appearance. To claim a free ticket follow this link and use the password MITF1506.

Trusts mentioned this week (with tickers) include: PRS REIT (PRSR), Digital 9 Infrastructure (DGI9), Cordient Digital Infrastructure (CORD), Octopus Renewables Infrastructure (ORIT), Aberdeen Diversified Income and Growth (ADIG), Personal Assets Trust (PNL), Baillie Gifford UK Growth (BGUK), Aberdeen New India (ANII), JPMorgan Indian Investment Trust (JII), Fidelity China Special Situations (FCSS), Templeton Emerging Markets (TEM), Urban Logistics REIT (SHED), Biotech Growth Trust (BIOG), Gabelli Value Plus+ (GVP), GCP Infrastructure (GCP), JLEN Environmental Assets (JLEN), Hipgnosis Songs Fund (SONG).

The Money Makers circle, now up and running, 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, Jonathan will release a video focusing on what is happening in the market with a particular focus on the outlook inflation over the short and medium terms. For more information about the Money Makers circle, please follow this link. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 60 odd podcasts since launch.

Section timestamps:

00:19 – Weekly roundup
02:44 – Corporate activity
05:51 – Fundraising
13:39 – Results (flexible investments)
21:15 – Results (UK)
23:12 – Results (overseas)
30:52 – Results (property)
34:31 – Results (specialists)
46:20 – Mello Investment Trusts and Fund event
47:23 – Close

These podcasts are part of a series of regular interviews with leading figures in the investment world, brought to you by the Money Makers team. We are an independent research and publishing venture committed to providing high quality investment information and resources. You can sign up here to be notified about the latest podcasts in the weekly series.  Please note that the podcasts should not be regarded as personal financial advice, but are provided for information and background only. 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.

Money Makers podcasts are free to air. To ensure you are kept up to date with all the latest interviews, simply sign up to the free Money Makers email and subscribe on iTunes or other podcast services. Or why not consider joining the Money Makers circle for more commentary, portfolio reviews and interviews?  More information here.

Jonathan Davis started  his career as a financial journalist on The Times, Sunday Telegraph and The Independent before qualifying as a professional investor. He is a Member of The Chartered Institute for Securities and Investment and the author of several books on stock market investment, as well as editor of the annual Investment Trusts Handbook and a senior adviser at Saunderson House.

Simon Elliott has covered the investment trust sector since 2002 when he joined Winterflood Securities. Since 2008 he has headed the research team, which has been highly rated in subsequent Extel Surveys. Simon started his career with PWC, qualifying as a chartered accountant in 1998, before working in industry for three years. He completed a MBA with the Cranfield School of Management in 2002.

Ben Gamblin is the producer of the weekly Money Makers investment trust podcast and has many years of experience in radio and podcast production. This is a link to his professional website.