Charles Luke, manager of the Murray Income Trust, tell us the UK mid-cap space is an overlooked and under-appreciated segment of the market, which is full of companies with excellent growth potential. He also talks us through his investment in Moonpig and why cards could be a trojan horse for the untapped online gifting market. He also goes into detail about how he builds a portfolio that can do well in any economic environment and why overseas holdings are such an important part of the offering. Also covered is the benefits of the trust’s recent merger with the Perpetual Income and Growth portfolio and how ESG is now at the core of the investment process.

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.