10th May 2020

Share issues and redemptions

Jonathan Davis and Simon Elliott of Winterflood Securities review the week

With stock markets edging higher, and average discounts at around 8%, Jonathan Davis and Simon Elliott, head of investment trust research at Winterflood Securities, review the key movements in share prices, NAVs and discounts and the most interesting company announcements. Trusts covered include: Diverse Income Trust, Aberdeen New Thai, JPMorgan Global Growth and Income, Edinburgh Worldwide, Keystone and Supermarket Income REIT. This episode explains a number of key investment trust features that may not be universally understood, including: redemption facilities, enhanced dividends, index inclusion, share issuance and fees based on market capitalisation.


Wint IT summary 7 May 2020

These podcasts are part of a new 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 our new weekly series, which are currently free to air. Or you can  subscribe on iTunes, Soundcloud and other podcast services. You can find an archive of former podcasts elsewhere on this site. By joining our mailing list, you can make sure you are notified every time a new podcast is ready.

Sign up to the free newsletter

Money Makers podcasts are free to air. To ensure you are kept up to date with the latest interviews, simply sign up to the free Money Makers email and subscribe on iTunes or other podcast services.  Please feel free to try Moses & Methuselah, our other podcast series, which focuses more generally on global markets.

Jonathan Davis

Jonathan Davis

Editor, Money Makers

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 winterflood edited v2

Simon Elliott

Head of investment trust research, Winterflood Securities

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.

Recent podcasts

© 2021 Money Makers