Murray Income Trust aims to provide a high and growing income combined with capital growth by investing in a portfolio of 30-70 UK companies. The trust is conservatively managed and targets resilient companies which can thrive in any economic scenario. To achieve its income goals, the trust focuses on high quality companies. The result is a dependable, diversified and differentiated trust, which has delivered consistently strong performance at a time when it has been challenging for UK equities. The trust has grown its dividend for investors for almost 50 years.
Read more about Murray Income Trust
What’s covered in this podcast
- How the trust looks to perform in any economic environment [0:16]
- The advantages of tapping into the overlooked UK mid-cap market [1:35]
- Why the trust invests in Moonpig – and how the selling of personalised greeting cards is a trojan horse for the untapped online gifting market [2:53]
- The benefits of investing in overseas businesses [4:25]
- Why the value rally is not a concern and how his long-term focus remains on companies with sustainable competitive advantages and good quality management teams [5:49]
- The benefits of the merger with the Perpetual Income and Growth portfolio and plans to grow the portfolio and lower costs in the future [7:18]
- The trust’s three-pronged approach to ESG [8:26]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.