Talking Trusts: Weekly Review with Simon Elliott (09 Jul 2022)

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 will be Simon's final appearance on the podcast as he moves on to a new role. Simon has appeared in nearly every edition of the podcast since April 2020 and his contributions will be missed. The Money Makers team (and no doubt listeners alike) wish him all the best in his new position at JPMorgan! The podcast will continue with Jonathan at the helm, so stay subscribed and listen to this edition to find out how things will progress over the coming weeks.

Trusts mentioned this week (with tickers) include: Cambium Global Timberland (TREE), LXI REIT (LXI) / Secure Income REIT (SIR), Scotgems (SGEM), Digital 9 Infrastructure (DGI9), DP Aircraft I (DPA), Impact Healthcare REIT (IHR), HICL Infrastructure (HICL), JPMorgan Global Core Real Assets (JARA), Artemis Alpha Trust (ATS), Oryx International Growth Trust (OIG), Abrdn China Investment Company (ACIC), Abrdn New Dawn (ABD), Atlantis Japan Growth Fund (AJG), Augmentum Fintech (AUGM), Bellevue Healthcare Trust (BBH), Harmony Energy Income Trust (HEIT).

Section Timestamps:

00:18 - Changes afoot for the podcast
06:02 - Money Makers Circle
06:43 - Review of the week
09:35 - Corporate activity
16:14 - Fundraising
23:20 - Results
31:14 - Results (overseas)
38:03 - Results (specialist)
46:31 - Money Makers Circle
46:50 - Simon's final assessment of the health of the investment trust sector
49:59 - 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.

This week, as well as the regular features, The Circle features a profile of HarbourVest Global Private Equity (HVPE).

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 110 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.