Money Makers podcast: 16 Jul 2022

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Peter Spiller, manager of Capital Gearing Trust, in the latest edition of the Money Makers Weekly Investment Trust podcast. They discuss the investment trust sector (including the issue of whether trust boards are doing enough to keep discounts down),  compare the current market outlook to the 1970s  and talk through some of the week’s main announcements and market movements.

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. Look out for further news about the next season of weekly podcasts shortly. Even though Simon Elliott is moving on to a new job and will no longer be able to co-host the podcast, the show goes on.

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 an investment profile of the Calendonia Investment Trust (CLDN).

Another week of declines

00:32 – Introducing Peter Spiller
01:43 – Review of the week
02:03 – Money Makers Circle
17:04 – Corporate news
25:09 – Fundraising
26:52 – Results
35:43 – More from Peter Spiller
57:33 – Close

Trusts mentioned in this week’s podcast (with tickers) include:

  • JPMorgan American (JAM)
  • Ruffer Investment Company (RICA)
  • Scotgems (SGEM)
  • Roundhill Music Royalty (RHM)
  • Pershing Square Holdings (PSH)
  • Chrysalis Investments (CHRY)
  • HICL Infrastructure (HICL)
  • Brunner Investment Trust (BUT)
  • Hypgnosis Songs Fund (SONG)
  • GCP Infrastructure Fund (GCP)
  • Sequoia Economic Infrastructure Income (SEQI)
  • Schroder British Opportunities (SBO)
  • Taylor Maritime Investments (TMI)
  • TwentyFour Income (TFIF)

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 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.

Latest Money Makers podcasts

Money Makers podcast: 09 Jul 2022

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.

This week will be Simon’s final appearance on the podcast as he moves on to a new role. Simon has appeared in nearly every edition of the podcast since April 2020 and his contributions will be missed. The Money Makers team (and no doubt listeners alike) wish him all the best in his new position at JPMorgan! The podcast will continue with Jonathan at the helm, so stay subscribed and listen to this edition to find out how things will progress over the coming weeks.

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 HarbourVest Global Private Equity (HVPE).

A better week despite political turmoil

00:18 – Changes afoot for the podcast
06:02 – Money Makers Circle
06:43 – Review of the week
09:35 – Corporate activity
16:14 – Fundraising
23:20 – Results
31:14 – Results (overseas)
38:03 – Results (specialist)
46:31 – Money Makers Circle
46:50 – Simon’s final assessment of the health of the investment trust sector
49:59 – Close

Trusts mentioned in this week’s podcast (with tickers) include:

  • Cambium Global Timberland (TREE)
  • LXI REIT (LXI) / Secure Income REIT (SIR)
  • Scotgems (SGEM)
  • Digital 9 Infrastructure (DGI9)
  • DP Aircraft I (DPA)
  • Impact Healthcare REIT (IHR)
  • HICL Infrastructure (HICL)
  • JPMorgan Global Core Real Assets (JARA)
  • Artemis Alpha Trust (ATS)
  • Oryx International Growth Trust (OIG)
  • Abrdn China Investment Company (ACIC)
  • Abrdn New Dawn (ABD)
  • Atlantis Japan Growth Fund (AJG)
  • Augmentum Fintech (AUGM)
  • Bellevue Healthcare Trust (BBH)
  • Harmony Energy Income Trust (HEIT)

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.

Latest Money Makers podcasts

Money Makers podcast: 02 Jul 2022

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 there is an in-depth profile of AVI Global and Jonathan has recorded a video looking back at the past turbulent six months in the markets and offering some thoughts on what now lies ahead.

Variable performance amid choppy conditions

00:18 – Review of the week
07:09 – Fundraising
15:40 – Results (global)
18:24 – Results (UK)
20:12 – Results (overseas)
24:10 – Results (private equity)
34:33 – Results (specialist)
39:58 – Results (property)
50:58 – Close

Trusts mentioned in this week’s podcast (with tickers) include:

  • Digital 9 Infrastructure (DGI9)
  • DP Aircraft I (DPA)
  • Bankers Investment Trust (BNKR)
  • Schroder UK Mid Cap (SCP)
  • BlackRock Sustainable American Income Trust (BRSA)
  • CC Japan Income and Growth (CCJI)
  • Chelverton UK Dividend Trust (SDV)
  • Abrdn Private Equity Opportunities (APEO)
  • Chrysalis Investments (CHRY)
  • ICG Enterprise Trust (ICGT)
  • Geiger Counter (GCL)
  • Next Energy Solar Fund (NESF)
  • SDCL Energy Efficiency Income Trust (SEIT)
  • Civitas Social Housing (CSH)
  • Ground Rents Income (GRIO)

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 since April 2020.

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.

Latest Money Makers podcasts

Money Makers podcast: 25 Jun 2022

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 Impax Environmental (IEM), and an article describes one seasoned investor’s views and current thoughts about private equity.

Market steadies slightly amongst inflation and recession fears

00:18 – Review of the week
07:05 – Corporate activity
09:57 – Fundraising
14:38 – Results (global)
21:21 – Resullts (flexible)
26:41 – Results (UK)
33:23 – Results (overseas)
46:09 – Results (property)
51:52 – Money Makers Circle
52:13 – Close

Trusts mentioned in this week’s podcast (with tickers) include:

  • LXI REIT (LXI)
  • Warehouse REIT (WHR)
  • Downing Renewables and Infrastructure (DORE)
  • Foresight Sustainable Forestry (FSF)
  • Impact Healthcare REIT (IHR)
  • BMO Global Smaller Companies Trust (BGSC) / The Global Smaller Companies Trust (GSCT)
  • Monks Investment Trust (MNKS)
  • Hansa Investment Company (HAN/HANA)
  • Momentum Multi Asset Value Trust (MAVT)
  • BlackRock Income and Growth Investment Trust (BRIG)
  • Henderson Opportunities Trust (HOT)
  • Rockwood Strategic (RKW)
  • JPMorgan Japan Small Cap Growth and Income (JSGI)
  • Montanaro European Smaller Companies (MTE)
  • Utilico Emerging Markets (UEM)
  • Aquila Energy Efficiency Trust (AEET)
  • GCP Infrastructure (GCP)
  • Triple Point Energy Efficiency Infrastructure (TEEC)
  • AEW UK REIT (AEWU)
  • Schroder European Real Estate Investment Trust (SERE)
  • Urban Logistics REIT (SHED)

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.

Latest Money Makers podcasts

Money Makers podcast: 18 Jun 2022

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.

Recently, Jonathan and Simon attended the Future Trends in Investment Trusts virtual conference. This event is available to view online now, after free registration.

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. In addition to the regular features, this week the Circle includes a profile of Cordiant Digital Infrastructure (CORD) – a new addition to an ever-growing list of investment trust company profiles which are available to subscribers.

A gloomy picture

00:18 – Review of the week
07:19 – Corporate activity
10:39 – Fundraising
13:25 – Money Makers Circle
13:45 – Results
24:37 – Results (UK)
29:58 – Results (overseas)
34:20 – Results (specialist)
41:30 – Results (property)
47:25 – Where things stand
49:17 – Close

Trusts mentioned in this week’s podcast (with tickers) include:

  • Boussard & Gavaudan (BGHL)
  • Foresight Sustainable Forestry (FSF)
  • Lindsell Train Investment Trust (LTI)
  • Abrdn Diversified Income and Growth (ADIG)
  • JZ Capital Partners (JZCP)
  • Montanaro UK Smaller Companies (MTU)
  • River and Mercantile UK Micro Cap (RMMC)
  • JPMorgan European Discovery Trust (JEDT)
  • Templeton Emerging Markets (TEM)
  • JLEN Environmental Assets Group (JLEN)
  • Syncona (SYNC)
  • Thomaslloyd Energy Impact Trust (TLEI)
  • Custodian REIT (CREI)
  • Value and Indexed Property Income (VIP)

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 since April 2020.

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.

Latest Money Makers podcasts

Money Makers podcast: 11 Jun 2022

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.

Latest Money Makers podcasts

Money Makers podcast: 04 Jun 2022

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. In addition to the regular features, this week the Circle features a profile of Warehouse REIT (WHR).

A short but positive week

00:27 – Review of the week
03:53 – Investment trusts during the Queen’s reign
08:39 – Fundraising
10:08 – Index changes
17:35 – Results
24:57 – Results (UK)
32:39 – Results (overseas)
41:55 – Results (specialists)
47:11 – Results (property)
50:19 – Money Makers Circle
51:11 – Close

Trusts mentioned in this week’s podcast (with tickers) include:

  • Scottish Investment Trust (SCIN)
  • Bluefield Solar Income Fund (BSIF)
  • Capital Gearing Trust (CGT)
  • BMO Capital and Income Investment Trust (BCI)
  • BMO UK High Income (BHI)
  • Abrdn Japan Investment Trust (AJIT)
  • Barings Emerging EMEA Opportunities (BEMO)
  • Fidelity China Special Situations (FCSS)
  • JPMorgan Asia Growth and Income (JAGI)
  • Biotech Growth Trust (BIOG)
  • Worldwide Healthcare Trust (WWH)
  • TR Property (TRY)
  • Abrdn European Logistics Income (ASLI)

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 since April 2020.

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.

Latest Money Makers podcasts

Money Makers podcast: 28 May 2022

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, Jonathan has recorded a subscriber-only video presentation where he talks about what has happened in the markets so far this year.

A turn for the better?

00:18 – Review of the week
03:00 – Money Makers Circle
06:25 – Fundraising
11:48 – Results
21:53 – Results (UK)
28:53 – Results (overseas)
39:54 – Results (specialist)
50:09 – Results (property)
54:32 – Close

Trusts mentioned in this week’s podcast (with tickers) include:

  • Bluefield Solar Income Fund (BSIF)
  • Gresham House Energy Storage Fund (GRID)
  • Home REIT (HOME)
  • Majedie Investments (MAJE)
  • Caledonia Investments (CLDN)
  • Edinburgh Investment Trust (EDIN)
  • Shires Income (SHRS)
  • BlackRock Frontiers Investment Trust (BRFI)
  • Henderson European Focus Trust (HEFT)
  • JPMorgan China Growth and Income (JCGI)
  • Schroder Asia Pacific Fund (SDP)
  • Schroder Oriental Income Fund (SOI)
  • Chrysalis Investments (CHRY)
  • Cordiant Digital Infrastructure (CORD)
  • HICL Infrastructure (HICL)
  • HarbourVest Global Private Equity (HVPE)
  • Ediston Property Investment Company (EPIC)
  • Life Science REIT (LABS)
  • Residential Secure Income (RESI)
  • Warehouse REIT (WHR)

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.

Latest Money Makers podcasts

Money Makers podcast: 21 May 2022

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.

Jonathan and Simon will be appearing at the Mello Trusts and Funds Event in Chiswick on Tuesday 24 May 2022. For tickets, please see the Mello website.

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. In addition to the regular features, this week the Circle features a profile of 3i Infrastructure (3IN).

The bear market grinds on

00:18 – Review of the week
04:06 – Mello Trusts and Funds
04:35 – Money Makers Circle
04:50 – Fundraising
08:17 – Results
20:11 – Results (UK)
30:33 – Results (overseas)
34:06 – Results (specialist)
40:34 – Shareholder Communication Awards
45:22 – Close

Trusts mentioned in this week’s podcast (with tickers) include:

  • Home REIT (HOME)
  • Ecofin US Renewables (RNEW)
  • JPMorgan Elect Managed Growth (JPE)
  • Scottish Mortgage Investment Trust (SMT)
  • Securities Trust of Scotland (STS)
  • JPMorgan Multi-Asset Growth and Income (MATE)
  • Abrdn Equity Income (AEI)
  • Finsbury Growth and Income (FGT)
  • JPMorgan Elect Managed Income (JPEI)
  • Lowland Investment Company (LWI)
  • Schroder Income Growth (SCF)
  • Baillie Gifford European Growth Trust (BGEU)
  • JPMorgan Japanese (JFJ)
  • Ecofin Global Utilities and Infrastructure (EGL)
  • JLEN Environmental Assets Group (JLEN)
  • Tritax Eurobox (EBOX)

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 110 podcasts in the over 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.

Latest Money Makers podcasts

Money Makers podcast: 14 May 2022

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 an in-depth profile of BlackRock Throgmorton Trust (THRG).

Yet another tough week

00:50 – Review of the week
05:08 – Corporate news
12:29 – Fundraising
14:51 – Money Makers Circle
15:32 – Results
23:39 – Results (specialist)
32:47 – Results (infrastructure)
39:46 – Results (property)
46:16 – Close

Trusts mentioned in this week’s podcast (with tickers) include:

  • Jupiter Emerging and Frontier Income (JEFI)
  • LXI REIT (LXI)
  • Scotgems (SGEM)
  • Bluefield Solar Income (BSIF)
  • Ecofin US Renewables Infrastructure (RNEW)
  • North Atlantic Smaller Companies (NAS)
  • Downing Strategic Micro-Cap (DSM)
  • BlackRock Greater Europe (BRGE)
  • Pacific Assets (PAC)
  • 3i Group (III)
  • HG Capital Trust (HGT)
  • ICG Enterprise Trust (ICGT)
  • Polar Capital Global Healthcare Trust (PCGH)
  • 3i Infrastructure (3IN)
  • Aquila European Renewables Income (AERS)
  • Downing Renewables and Infrastructure (DORE)
  • JLEN Environmental Assets Group (JLEN)
  • Next Energy Solar (NESF)
  • Civitas Social Housing (CSH)
  • Custodian REIT (CREI)

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 100 podcasts in the 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.

Latest Money Makers podcasts

© 2026 Money Makers