Weekly Investment Trust Podcast with Jonathan Davis (08 Oct 2022)

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Duncan MacInnes, lead manager of the Ruffer Investment Company (RICA); and Peter Hewitt, manager of the CT Global Managed Portfolio (CMPG).

Trusts mentioned this week (with tickers) include: Invesco Perpetual UK Smaller Companies (IPU), Strategic Equity Capital (SEC), Henderson EuroTrust (HNE), European Smaller Companies (ESCT), Ashoka India Equity (AIE), Baillie Gifford China Growth (BGCG), Vietnam Holding (VNH), Macau Property Opportunities (MPO), Hipgnosis Songs Fund (SONG), Monks / Independent Investment Trust (IIT), NB Private Equity (NBPE), SDCL Energy Efficiency Income (SDCL), Scottish Mortgage Trust (SMT), Finsbury Growth and Income (FGT), Worldwide Healthcare Trust (WWH), BH Macro (BHMG), Fidelity Emerging Markets (FEML), Mobius Investment Trust (MMIT).

Section Timestamps:
01:06 - Review of the week
03:11 - Money Makers Circle
04:07 - Discussion with Duncan MacInnes
36:45 - Results this week
38:55 - Discussion with Peter Hewitt
57:32 – 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.

In addition to the regular features, this week the Circle features the continuation of Jonathan's discussion with Peter Hewitt of the CT Global Managed Portfolio, and a profile of BBGI Global Infrastructure, the large infrastructure investment trust.

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 120 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.