Talking Trusts: Weekly Review with Simon Elliott (11 September 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. Trusts mentioned this week (with tickers) include: abrdn Asian Income Fund (AAIF), Aurora (ARR), Biopharma Credit (BPCR), Custodian REIT (CREI), GCP Student Living (DIGS), Genesis Emerging Markets (GSS), LXI REIT (LXI), Aberdeeen Standard European Logistics Income (ASLI), Aquila European Renewables Income (AERI/AERS), Target Healthcare REIT (THRL), Tritax Eurobox (EBOX), Standard Life UK Smaller Companies Trust (SLS), Vietnam Enterprise Investments (VEIL), Weiss Korea Opportunity (WKOF), Digital 9 Infrastructure (DGIN), Ecofin US Renewables Infrastructure (RNEW), International Public Partnerships (INPP), HG Capital Trust (HGT), Oakley Capital Investments (OCI), Schiehallion Fund (MNTN), Menhaden Resource Efficiency (MHN), Tufton Oceanic Assets (SHIP), Impact Healthcare REIT (IHR), Standard Life Investments Property Income Trust (SLI), Roundhill Music Royalty (RHM). Section Timestamps: 00:25 - Review of the week 02:23 - Corporate news 18:34 - Fundraising 24:45 - Results 27:41 - Results (overseas) 29:46 - Results (infrastructure) 35:31 - Results (private equity) 40:28 - Results (specialists) 42:30 - Results (property) 47:30 - Results (music royalties) 50:02 - Mello Trusts and Funds Event Jonathan and Simon will be attending the Mello Trusts and Funds event on Tuesday 14th September. If you would like to attend this free online event, visit https://melloevents.com/trustsandfunds14thsept/ for details. The Money Makers circle is now up and running. It 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, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 70 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.