Talking Trusts: Weekly Review with Simon Elliott (30 October 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: Aberdeen Emerging Markets Investment Company (AEMC) / Aberdeen New Thai Investment Trust (ANW) / abrdn China Investment Company (ACIC), Standard Life UK Smaller Companies Trust (SLS) / abrdn UK Smaller Companies Growth Trust (AUSC), Artemis Alpha (ATS), EP Global Opportunities Trust (EPG), Third Point Investors (TPOU), Urban Logistics REIT (SHED), Atrato On Site Energy (ROOF), Nippon Active Value Fund (NAVF), Foresight Sustainable Forestry Trust, Henderson International Income (HINT), Schroder BSC Social Impact Trust (SBSI), Asia Dragon (DGN), Brown Advisory US Smaller Companies (BASC), Henderson Far East Income (HFEL), JP Morgan Global Emerging Markets Income Trust (JEMI), Pacific Assets (PAC), Schroder Japan Growth Fund (SJG), VinaCapital Vietnam Opportunity Fund (VOF), CQS Natural Resources Growth and Income (CYN), HarbourVest Global Private Equity (HVPE). Section Timestamps: 00:19 - Review of the week 03:42 - Corporate activity 19:09 - Fundraising 24:54 - Results 29:51 - Results (overseas) 44:12 - Results (specialists) 51:03 - Money Makers Circle 51:22 - 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.