Talking Trusts: Weekly Review with Simon Elliott (27 November 2021)

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

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Produced by Ben Gamblin.