Talking Trusts: Weekly Review with Simon Elliott (27 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. This week’s edition of the Weekly Investment Trust Podcast was recorded on the afternoon of Thursday 25 November, before news broke of the new coronavirus variant which had a significant impact on market performance on Friday. This will be covered in next week’s edition of the podcast. Trusts mentioned this week (with tickers) include: Crystal Amber Fund (CRS), EP Global Opportunities (EPG), Scottish Oriental Smaller Companies (SST), Third Point Investors (TPOU), Foresight Sustainable Forestry (FSF), Greencoat UK Wind (UKW), Nippon Active Value (NAVF), ThomasLloyd Energy Impact (TLEI/TLEP), Caledonia Investments (CLDN), Hansa Investment Company (HAN/HANA), JPMorgan Elect Managed Growth Trust (JPE), Personal Assets Trust (PAT), BMO Capital and Income (BCI), Edinburgh Investment Trust (EDIN), JPMorgan Elect Managed Income (JPEI), Montanaro UK Smaller Companies (MTU), Odyssean Investment Trust (OIT), Aberdeen Japan (AJIT), Aberdeen New India (ANII), Baillie Gifford European Growth (BGEU), JPMorgan European (JETG/JETI), Templeton Emerging Markets (TEM), Utilico Emerging Markets (UEM), Augmentum Fintech (AUGM), Cordiant Digital Infrastructure (CORD/CCRD), HICL Infrastructure Trust (HICL), International Public Partnerships (INPP), JLEN Environmental Assets (JLEN), Sequoia Economic Infrastructure Income (SEQI), LXI REIT (LXI), Schroder Real Estate (SREI). Section Timestamps: 00:53 - Corporate news 11:50 - Money Makers Circle 12:32 - Fundraising 16:28 - Results 36:59 - Results (European) 39:57 - Results (emerging markets) 42:27 - Results (specialists) 50:37 - Results (property) 52:48 - 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.