Talking Trusts: Weekly Review with Simon Elliott (26 March 2022)

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: Aberdeen New India (ANII), Rockwood Realisation (RKW), Strategic Equity Capital (SEC), Third Point Investors (TPOU), TwentyFour Income (TFIF) / UK Mortgages (UKML), Crystal Amber Fund (CRS), SDCL Energy Efficiency Income Trust (SEIT), The Renewables Infrastructure Group (TRIG), Gore Street Energy Storage Fund (GSF), Greencoat Renewables (GRP), Manchester and London (MNL), Schroder British Opportunities (SBO), New Star Investment Trust (NSI), Baillie Gifford Japan Trust (BGFD), European Assets (EAT), Henderson EuroTrust (HNE), India Capital Growth Fund (IGC), JPMorgan US Smaller Companies (JUSC), Vietnam Holding (VNH), VinaCapital Vietnam Opportunity Fund (VOF), BMO Private Equity (BPET), Pantheon International (PIN), Princess Private Equity (PEY), International Public Partnerships Ltd (INPP), Tufton Oceanic Assets (SHIP), US Solar Fund (USF), VH Global Sustainable Energy Opportunities (GSEO), Golden Prospect Precious Metals (GPM), PRS REIT (PRSR), Triple Point Social Housing (SOHO). Section Timestamps: 00:18 - Review of the week 02:44 - Corporate activity 13:34 - Fundraising 19:38 - Results 21:26 - Results (UK) 25:36 - Money Makers Circle 26:02 - Results (overseas) 37:03 - Results (private equity) 41:57 - Results (specialist) 49:19 - Results (property) 53:58 - 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 100 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.