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.
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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.
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.