Talking Trusts: Weekly Review with Simon Elliott (06 November 2021)

Money Makers

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: abrdn China Investment Company (ACIC), Alliance Trust (ATST), Drum Income Plus REIT (DRIP), Electra Private Equity (ELTA), GCP Student Living (DIGS), Gresham House Strategic (GHS), Greencoat UK Wind (UKW), Harmony Energy Income Trust (HEIT), Schroder BSC Social Impact Trust (SBSI), ThomasLloyd Energy Impact Trust, Tufton Oceanic Assets (SHIP), BlackRock Smaller Companies Trust (BRSC), Downing Strategic Micro-Cap Investment Trust (DSM), BlackRock Greater Europe Investment Trust (BRGE), Fidelity Emerging Markets (FEML), Apax Global Alpha (APAX), International Biotechnology Trust (IBT), Custodian REIT (CREI), Standard Life Investments Property Income (SLI), UK Commercial Property REIT (UKCM), Target Healthcare REIT (THRL), Round Hill Music Royalty Fund (RHM). Section Timestamps: 00:19 - Review of the week 04:12 - Corporate activity 22:01 - Fundraising 32:38 - Money Makers Circle / Investment Trust Handbook 33:19 - Results 38:47 - Results (overseas) 42:07 - Results (specialists) 45:29 - Results (property) 49:20 - Music royalties sector 51:33 - Close 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. For more information about the Money Makers circle, please visit money-makers.co/membership-join. 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 over 80 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.