Talking Trusts: Weekly Review with Simon Elliott (13 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. Trusts mentioned this week (with tickers) include: Aberdeen New Thai Investment Trust (ANW) / abrdn China Investment Company (ACIC), Third Point Investors (TPOU) / Asset Value Investors (AVI), Pantheon Infrastructure (PINT), VH Global Sustainable Energy Opportunities Trust (GSEO), AVI Global Trust (AGT), Scottish Mortgage Investment Trust (SMT), Capital Gearing Trust (CGT), JZ Capital Partners (JZCP), Fidelity Special Values (FSV), Schroder Income Growth (SCF), Aberdeen Latin American Income (ALAI), Schroder Oriental Income Fund (SOI), 3i Group Private Equity Trust (III), 3i Infrastructure (3IN), Biotech Growth Trust (BIOG), Syncona (SYNC), Civitas Social Housing (CSH), Home REIT (HOME), Warehouse REIT (WHR), Urban Logistics REIT (SHED), Regional REIT (RGL). Section Timestamps: 0:00:19 - Review of the week 0:01:34 - Corporate activity 0:12:06 - Fundraising 0:18:25 - Results 0:33:42 - Money Makers Circle 0:34:22 - Results (UK trusts) 0:40:19 - Results (overseas) 0:43:19 - Results (specialists) 0:48:32 - Results (healthcare and biotech) 0:52:20 - Results (property) 1:00:14 - Mello Event and 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.