Talking Trusts: Weekly Review with Simon Elliott (19 March 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. Trusts mentioned this week (with tickers) include: EP Global Opportunities (EPG), Mid Wynd International (MWY), Smithson Investment Trust (SSON), Witan Investment Trust (WTAN), Abrdn Smaller Companies Income Trust (ASCI), JPMorgan Claverhouse Investment Trust (JCH), AVI Japan Opportunity Trust (AJOT), Baillie Gifford Shin Nippon (BGS), Fidelity European (FEV), Fundsmith Emerging Equities Trust (FEET), Digital 9 Infrastructure (DGI9), Literacy Capital (BOOK), Dunedin Enterprise (DNE), JPL Private Equity (JPEL), Target Healthcare REIT (THRL). Section Timestamps: 00:37 - Review of the week 10:13 - Corporate activity 10:40 - Results 16:45 - Money Makers Circle 17:03 - Results (continued) 23:57 - Results (UK) 28:25 - Results (overseas) 37:59 - Results (specialist) 43:52 - Results (private equity) 46:35 - Results (property) 49:23 - Looking ahead 52:54 - 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 100 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.