Murray Income manager Charles Luke highlights a trio of reasons why the UK market looks compelling at present, while also discussing the importance of focusing on quality companies when there is so much noise. We delve deeper into some of the companies in his portfolio, including a genetics company working on virus resistant pigs and a familiar FTSE 250 name that is set to benefit from an Amazon film and TV series. We also discuss the benefits of a strategy combining quality and income and why having some international exposure is important for the trust.

What’s covered in this episode: 

• The international makeup of UK companies
• Attractiveness of UK valuations
• Dividend cover in the UK 
• 50 years of dividend growth for the trust
• The importance of focusing on companies over noise
• M&A activity in the trust
• The potential of Games Workshop
• Genetics company Genus and virus resistant pigs 
• How the trust uses international companies in the portfolio 
• Why “quality income” now

More about the trust: 

Backed by a strong UK equities team, Murray Income Trust is all about building a portfolio of 30-70 high quality companies which deliver a resilient income, as well as offering strong capital growth prospects. The trust is conservatively managed and targets resilient companies which can thrive in any economic scenario. 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.

Learn more on fundcalibre.com

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.