Overview
Murray International aims to achieve an above average dividend yield, with long-term growth in dividends and capital ahead of inflation, by investing principally in global equities. It is a stock-picking fund – benchmark weights are not taken into account when constructing the portfolio.
you can access the trust’s website here
Fundamentals
Price
Research History
-
14 Sep 2023 41 min read
QuotedData’s Economic and Political Monthly Roundup September 2023
Economic and Political Monthly Roundup Investment companies | Monthly | September 2023 August was a moderately volatile month for markets as the economic picture in China worsened. Developed markets held up better than emerging markets. Yields on US government debt rose. Oil prices edged up, but the big jump was in natural gas prices as […]
-
06 Apr 2023 82 min read
QuotedData’s Economic and Political Monthly Roundup April 2023
Economic and Political Monthly Roundup Investment companies | Monthly | April 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
-
25 Nov 2022 1 min read
Interview with Bruce Stout from Murray International Investment Trust
In this week’s show, James Carthew spoke to Bruce Stout from Murray International Investment Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer […]
-
10 Sep 2020 5 min read
QuotedData’s Economic Roundup – September 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
-
14 Sep 2018 2 min read
QuotedData’s Economic round up – September 2018
QuotedData’s Economic round up – September 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
-
13 Mar 2018 1 min read
QuotedData’s Economic round up – March 2018
QuotedData’s economic round up – March 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
-
14 Sep 2017 2 min read
QuotedData’s economic round up – September 2017
QuotedData’s economic round up – September 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to […]
-
10 Apr 2017 1 min read
QuotedData’s round up of views on the global economy – April 2017
A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned. Kindly sponsored […]
-
31 Jan 2017 1 min read
QuotedData – 2016 review of the year
Our review of 2016 includes performance data, significant moves in discounts and premiums, money raised and money handed back, major news stories and links to the research we have published including our guide to investment companies. 2016 Annual roundup
-
27 Apr 2015 1 min read
The importance of income – where to find it?
Life used to be simpler. If you had a bit of spare cash or you wanted to save up for something you’d just stick some money in a bank or building society account. If you had a nest egg and wanted to invest it in something safe and live off the income, you’d maybe buy […]
News
-
07 Aug 2026 2 min read
Morning briefing: Murray International makes 10.5% return in first half; TRIG to continue share buybacks while discount “elevated”; Onward Opps says “value opportunities abound” in AIM stocks after first half slump
Murray International (MYI), the £2.2bn investment trust flagship run by Aberdeen, delivered a 10.5% investment return in the first half of the year with shareholders receiving 9.9% as the shares saw their premium over net asset value dip to 2.4% from 3%. Although the half-year result underperformed the 12.4% increase in the MSCI ACWI High […]
-
04 Mar 2026 2 min read
Murray International trims AI winners after impressive year of global outperformance
Murray International (MYI) benefited from its genuinely global portfolio in 2025 as gains in Latin America and Asia as well as the US pushed the £2.1bn equity income trust to a total underlying return of 21.9%. Shareholders enjoyed a 36% total return as the shares shed their discount and ended December on a small premium […]
-
19 Feb 2026 2 min read
Invesco Global Equity Income narrows gap with Scottish American as 96% of Franklin investors opt for its shares
Invesco Global Equity Income (IGET), the best-performing trust in its sector over five years, will retain over 96% of assets in Franklin Global (FRGT) following a shareholder vote on the merger announced in November. Holders of 46.28m FRGT shares, 96.3% of the total, yesterday agreed to roll over their investment into IGET, which is trading […]
-
15 Aug 2025 4 min read
Morning briefing: European Opps slashes fee after another poor year for Darwall trust; plus MYI, EAT, BIPS, JEMA & VEIL
European Opportunities Trust cuts the fee it pays fund manager Alexander Darwall after another year of underperformance largely caused by the slump in its top holding Novo Nordisk; Murray International beats its benchmark in the first half; plus results and updates from European Assets, Invesco Bond Income Plus, Vietnam Enterprise and JPMorgan Emerging Europe. European […]
-
05 Aug 2025 3 min read
Scottish American’s “Saints” offers “island of sanity” after making 1.1% return through the global tariff storm
Scottish American (SAIN), the £866m global equity income investment trust managed by Baillie Gifford, has offered itself as an “island of sanity in the eye of the storm” after providing a positive half-year return during the market turmoil over US tariffs. The company, nick-named “Saints”, grew net asset value by 1.1% in the first six […]
-
15 May 2025 2 min read
QuotedData’s morning briefing 15 May 2025 – LMS, MYI, BSIF, BGEU, NAS, CREI, RGL
In QuotedData’s morning briefing 15 May 2025: We also have: Did you miss from yesterday?
-
06 Mar 2025 3 min read
Murray International now a Dividend Hero
Murray International has published results for the 12 month period ended 31 December 2024. Highlights are: A NAV total return of +8.1% and a share price total return of +4.5%, this compares to a +3.5% rise in the Retail Price Index and a +19.8% increase in the FTSE All World Index. The discount moved out […]
-
09 Aug 2024 1 min read
QuotedData’s morning briefing 9 August 2024 – MYI, TRIG, GCP
In QuotedData’s morning briefing 9 August 2024: Murray International (MYI) announced its interim results for the six month period to 30 June 2024. The NAV total return was 5.5% compared with 12.2% for the company’s reference index. The share price total return was 0.5%, as the discount to the NAV widened from -4.0% at 31 […]
-
01 Mar 2024 3 min read
Murray International’s last annual report for manager Bruce Stout
Murray International (MYI) has released its annual results for the 12 month period ending 31 December 2023. Over the 12 month period MYI reported a NAV total return of 8.6% and share price total return of 1.1%. This compares to the 15.7% return of its reference index, the FTSE All World Index. The largest contributors […]
-
01 Sep 2023 3 min read
QD View – Mind the gap
I was asked recently about the Murray International trust (MYI) and whether investors should stick with the fund as its long-term manager, Bruce Stout retires in 2024. While I actually quite like the current structure of the portfolio, its performance highlights the risks associated with relatively extreme positioning. The company’s annualised share price total return […]
-
11 Aug 2023 2 min read
QuotedData’s morning briefing 11 August 2023 – RMII, LBOW, MYI
In QuotedData’s morning briefing 11 August 2023: Confirmation from RM Infrastructure Income (RMII) that its board has received a proposal from GCP Infrastructure Investments, as referred to in its announcement on 10 July 2023, regarding a potential partial combination with GCP Infrastructure. The proposal would be effected by way of a scheme of reconstruction of […]
-
10 Mar 2023 3 min read
QD view – Global voyage in search of income
Despite its volatility, 2022 favoured global equity income trusts. In recent years, funds in the sector had struggled to keep pace with their global sector equivalents, which could participate in the punchy rise and rise of the (non-dividend paying) technology sector. Last year, many income trusts managed to ride the value wave, even though few […]
-
03 Mar 2023 5 min read
Murray International sees strong return to form
Murray International (MYI) has released its annual results for the year ended 31 December 2022. During the period, MYI provided an NAV total return of +8.8%, which compares favourably with that of its reference index, the FTSE ALL World Total Return Index, which MYI says returned -7.3%. However, the chairman, David Hardie, comments that MYI’s […]
-
04 Mar 2022 4 min read
“Disappointing” results from Murray International
Murray International (MYI) has published its annual results for the year ended 31 December 2021. During the period, MYI provided NAV and share price total returns of 14.1% and 7.2% respectively. The difference between the two reflecting a widening of the discount during the period. In comparison, MYI says that the UK Retail Price Index […]
-
31 Dec 2021 1 min read
QuotedData’s morning briefing 31 December 2021
In QuotedData’s morning briefing 31 December 2021: International Biotechnology Trust (IBT) will invest in SV Health Investors (the manager)’s forthcoming biotechnology focused private fund, SV Biotech Crossover Opportunities Fund LP. The trust tries to keep its exposure to unquoted stocks between 5% and 15% of its portfolio. Murray International (MYI) says that, with effect from […]
-
11 Aug 2021 1 min read
Industry veteran and former F&C chair Simon Fraser passes away
Industry veteran and former F&C chair Simon Fraser passes away – Simon Fraser, former chief investment officer at Fidelity International and investment trust industry veteran, has passed away following a short illness, aged 62. He spent 28 years at Fidelity, starting in 1981, where he worked in the US, Europe and Asia. After leaving Fidelity, Fraser spent […]
-
13 Apr 2021 2 min read
QuotedData’s morning briefing 13 April 2021
In QuotedData’s morning briefing 13 April 2021: Augmentum Fintech (AUGM) has sold its holding in Dext (formerly Receiptbank). The UK-headquartered digital bookkeeping platform is being acquired by Hg (HGT) for £10.5m. The investment was valued at cost (£7.5m) and made Augmentum an IRR of 30.5%. Separately, Augmentum has made a further follow on equity investment of €2m […]
-
05 Mar 2021 2 min read
Murray International hurt by stock selection in an extraordinary year
Murray International (MYI) has announced its annual results for the year ended 31 December 2020, during which the overwhelming impact on its performance was the loss of 610 basis points due to stock selection, in what its chairman Kevin Carter (pictured), describes as an “an extraordinary chapter in the history of the world and financial […]
-
14 Aug 2020 3 min read
Murray International interims reflects challenges faced by global equity income funds
The £1.3bn market cap, global equity income trust, Murray International (MYI), has reported half-year results to 30 June 2020. Key total return performance figures are summarised below: Shares: (18.7%) NAV: (10.7%) Reference index: (4.7%) The reference index is comprised of the FTSE all world total return index from 27 April 2020. Prior to that the […]
-
06 Mar 2020 1 min read
QuotedData’s other news 6 March 2020
In QuotedData’s other news 6 March 2020 – Income-focused Murray International (MYI) reported annual results to 31 December 2019. The company’s total return NAV increased by 12.4%, which came in below a total return of 21.1% from the company’s benchmark (40% FTSE World UK Index and 60% FTSE World ex UK Index). MYI said that within […]
-
15 Aug 2019 1 min read
Murray International boosted by Fed pivot and sterling weakness
Murray International boosted by Fed pivot and sterling weakness – The £1.5bn market cap, global growth trust, Murray International (MYI), has reported half-year results to 30 June 2019. These are summarised below: Six months ended – 30 June 2019 Year ended – 31 December 2018 Share price +4.3% -6.8% NAV per share +10.6% -7.5% Benchmark […]
-
17 May 2019 1 min read
QuotedData’s other news 17 May 2019
Murray International has agreed a new GBP30 million loan facility with the Royal Bank of Scotland International Limited which was drawn in full on 16 May 2019 and fixed for five years at an all-in rate of 2.25%. The new facility has, in part, been used to repay a maturing GBP15 million loan (also with the […]
-
08 Mar 2019 1 min read
Murray International fee cut after disappointing year
Murray International fee cut after disappointing year – Murray International has reported a total return (ie with net income reinvested) of -7.5% for 2018, which it describes as a disappointing performance in absolute terms. This was somewhat below the total return of -5.2% from the benchmark (40% World UK Index and 60% World ex UK Index). The […]
-
20 Dec 2018 1 min read
Murray International cuts management fee
Murray International cuts management fee – Murray International has announced that, with effect from 1 January 2019, its management fee will be 0.5% of net assets up to GBP1,200m and 0.425% of net assets above GBP1,200m. (The existing fee, chargeable until 31 December 2018 is 0.575% of net assets up to GBP1,200 million, 0.5% of […]
-
19 Jul 2018 1 min read
Investment Trust Insider on how to grow trusts
Investment Trust Insider on how to grow trusts James Carthew: imponderable questions in quest for scale Last week I addressed the uphill battle Ashoka India Equity (AIE) faces if it wants to expand, having raised just £46.5 million in its flotation. It is by no means the smallest fund out there, however. Many of the very smallest funds […]
-
09 Mar 2018 1 min read
Murray International outperforms in 2017
Murray International outperforms in 2017 – Murray International has published results for 2017. The chairman says that the NAV posted a total return of 14.7%, ahead of the total return of 12.8% from the benchmark (40% FTSE World UK Index and 60% FTSE World ex UK Index). The share price posted a total return of 11.0%, […]
-
13 Mar 2017 3 min read
Murray International benefits from sterling depreciation and underweight exposure to the UK
Murray International (MYI)has announced its annual results for the year ended 31 December 2016. During the period, the trust provided an NAV total return of 40.3% and a share price total return of 50.5% (the trust moved from trading at a discount to trading at a premium over the period). These are markedly ahead of […]
-
07 Feb 2017 1 min read
All trust sectors bar one made money in ’16
UK Smaller Companies was the only investment sector to lose money in 2016 despite a turbulent political and economic landscape, new research has revealed. See more here
-
17 Aug 2016 1 min read
Murray International comes roaring back
Murray International says its net asset value total return, with net income reinvested, for the six months to 30 June 2016 increased by 30.1% compared with a total return of 10.0% on the Company’s benchmark (40% FTSE World UK and 60% FTSE World ex UK). Over the six month period the share price total return increased […]
-
17 May 2016 1 min read
Murray International agrees new £15m loan facility with RBS
Murray International Trust has announced that it has agreed a new £15m loan facility with The Royal Bank of Scotland. The new facility was drawn in full on 16 May 2016 and fixed for three years at an all-in rate of 1.467%. It has been used to repay a maturing £15m loan with RBS. The […]
-
14 Mar 2016 3 min read
Murray International scraps performance fee after disappointing year
Murray International had a poor year in 2015. The Chairman said he was disappointed to report that the NAV not only underperformed its benchmark in 2015 but also declined in absolute terms. He says a NAV total return of -7.8% inclusive of a 3.3% dividend increase (46.5p vs. 45p in 2014) compared unfavourably with a benchmark total return […]
-
28 Jan 2016 2 min read
F&C Managed Portfolio beats UK market
F&C Managed Portfolio Trust has published interim results for the six months ended 30 November 2015, announcing a net asset value total return of -5.1% for the Income shares and -2.4% for the Growth shares compared to the FTSE All-Share Index return of -6.4%. The key drivers of the performance of the Growth Portfolio were […]
-
17 Aug 2015 1 min read
Murray International struggles on stock selection and Japan underweight
Murray International’s interims for the first half of 2015 show the fund underperforming its benchmark – the net asset value total return declined by 2.6% compared with a positive total return of 2.0% on the Company’s benchmark (40% the FTSE World UK and 60% FTSE World ex UK). Over the six month period the share price total […]
-
15 May 2015 1 min read
Murray International secures £50m loan
Murray International has secured a £50m loan facility from the Royal Bank of Scotland. This was drawn in full on 13 May 2015 and fixed for five years at an all-in rate of 2.4975%. The new facility has been used to repay a maturing Yen 8.4 billion loan with RBS. MYI : Murray International secures […]
-
10 Mar 2015 1 min read
Murray International results don’t explain underperformance
Murray International’s results for the year ended 31 December 2014 have been published. Over the year the total return on net assets was 3% and the return to shareholders was 1.7%, unfortunately both these figures were behind the 7.5% return on the company’s benchmark (40% of the FTSE World UK Index and 60% of the […]
-
11 Aug 2014 1 min read
Murray International outperforms in H1
MYI : Murray International outperforms in H1 Murray International Trust, managed by Bruce Stout (pictured), beat its benchmark over the first half of 2014, delivering a total return on net assets of 5.4% vs. a 2.8% return on the company’s benchmark (40% FTSE World UK and 60% FTSE World ex UK). The share price total return […]
-
11 Mar 2014 1 min read
Murray International : MYI – annual results
In 2013 Murray International, managed by Bruce Stout (pictured), had a poor year relative to its benchmark – returning 4.6% (in net asset value terms) and 4.1% (in share price terms) vs. 21.2% for the benchmark (60% FTSE All-Share and 40% FTSE World ex UK). It did manage to increase its dividend from 40.5p to 43.0p […]
Videos
In The Press
-
29 Jul 2026 1 min read
James Carthew comments on income strategies in interactive investor
James Carthew comments on natural income investing in Faith Glasgow’s article: “A sensibly managed natural income trust without too high a yield target might deliver the best overall long-term returns.” Read the article here
-
23 Mar 2026 1 min read
Investment trust insider on Murray International
James Carthew: The top global fund beating even Scottish Mortgage This global equity income fund is thrashing its peers thanks to expert stock selection, whilst still delivering its shareholders with a healthy dividend. The war in Iran is shaping up to be a major shock to the global economy, and I must admit that my […]
-
20 Nov 2025 1 min read
James Carthew’s Investors’ Chronicle Portfolio Update
James Carthew’s Investors’ Chronicle portfolio is reviewed by Val Cipriani: Read the article here
-
29 May 2025 2 min read
How to analyse investment trust discounts
James Crux, Shares Magazine, Thursday 29 May 2025: Discounts to the value of assets held, and more rarely premiums, are par for the course when it comes to investment trusts. These are best understood as the gap between the share price and the net asset value (NAV). For example, a trust with 100p of assets […]
-
17 Apr 2025 1 min read
Questor on Murray International
This fund is well equipped to ride out Trump’s tariff storm Murray International’s scepticism of America’s overpriced stock market has paid off In times of turmoil, there is a natural tendency to sit on your hands. However, Questor feels that investors looking for a globally diversified trust – with a longstanding underweight exposure to expensive […]
-
28 Feb 2025 1 min read
Why these trusts take a novel dividend approach
by Dave Baxter, Investors Chronicle, February 28, 2025: Equity income investors have many ways to skin a cat. One debate of recent years, for instance, has focused on whether to hold shares that already pay out cash, or to instead invest in something in the hope of making healthy gains, then take an income by […]
-
13 Nov 2024 1 min read
Our trust income portfolios: changes for the year ahead
by Dave Baxter, Investors’ Chronicle, November 12, 2024: The past year has been an extremely strong one for markets, with many of the difficulties that emerged back in 2022 finally starting to abate for investors.. This ‘Goldilocks’ (ie, just right) backdrop has certainly worked out well for our two investment trust income portfolios. The two […]
-
04 Nov 2024 1 min read
Investment trust insider on Henderson International Income’s value versus growth choice
James Carthew: HINT chases growth just as value breaks through Henderson International Income (HINT) is supplementing dividends with payments out of capital to allow it to hold more low-yielding technology stocks. Is the move mistimed? Henderson International Income (HINT) has announced that following a spate of poor performance it intends to follow peers such as […]
-
19 Jun 2024 1 min read
Murray International versus JPMorgan: Which global equity income trust should you pick?
By Jean-Baptiste Andrieux, Reporter, Trustnet, 19 June 2024: Murray International and JPMorgan Global Growth & Income have built a strong following over the years and are, as such, the two largest investment trusts in the IT Global Equity Income sector. However, the two trusts built their reputations under very different circumstances. Murray International is managed […]
-
29 Jan 2024 1 min read
Investment trust insider on JPMorgan Multi Asset
Investment trust insider on JPMorgan Multi Asset – James Carthew: JPMorgan’s MATE was a good idea no one wanted Investment company merger proposals are still coming thick and fast. One of the latest is a proposed tie-up between JPMorgan Multi-Asset Growth and Income (MATE) and JPMorgan Global Growth and Income (JGGI). JGGI has become the […]
-
17 Nov 2023 1 min read
The IC investment trust income portfolios: our changes for the year ahead
by Dave Baxter, Investors’ Chronicle, November 16, 2023: The idea that investment trusts provide a reliable income through thick and thin has truly been tested in recent years, from the UK equity dividend suspensions of 2020 to the bond sell off seen over the last two years and the consequences that has had for yield-rich […]
-
23 Oct 2023 1 min read
The perfect global and US fund combinations that avoid overlap
By Tom Aylott, Reporter, 23 October 2023: Investors often buy global funds for exposure to a wide net of the world’s biggest companies, but some would argue that they are essentially getting US funds. In an article about the assets that investors should avoid holding together, Bestinvest director Jason Hollands highlighted that US and global […]
-
01 Sep 2023 1 min read
How to analyse investment trust gearing in the era of rising interest rates
By Jean-Baptiste Andrieux, Reporter, Trustnet, 31 August 2023: The ability to borrow money is one of the weapon in an investment trust’s arsenal. In many cases, it has contributed towards the outperformance of investment trusts relative to their equivalent open-ended versions, as they take out money to invest, making higher returns each year above the […]
-
18 Aug 2023 1 min read
Should you stick with Murray International?
By Jean-Baptiste Andrieux, Reporter, Trustnet, 18 August 2023: After 20 years at the helm of the trust, Bruce Stout, manager of Murray International has announced he will retire in June 2024. During his tenure spanning two decades, Stout has given the trust a very particular flavour that includes a significant underweight to US equities and […]
-
01 Jun 2023 1 min read
Investment trusts ditch their ‘inflation protection’ tag
By Val Cipriani, Investors’ Chronicle, June 1, 2023: Investment trusts are announcing below-inflation dividend increases, making it more difficult for investors to maintain the real value of their income – although some might be able to catch up in 2024 or 2025. Last week, core infrastructure trust HICL Infrastructure (HICL) said it intends to maintain […]
-
27 Mar 2023 1 min read
Is it time to sell Scottish Mortgage?
David Brenchley, The Sunday Times, Sunday March 26 2023: A boardroom bust-up and the resignation of its chairwoman has compounded issues at Scottish Mortgage, the UK’s second-largest investment trust whose shares have more than halved in 16 months… What happened? A row erupted on March 17 when in remarks made to the Financial Times, Amar […]
-
02 Mar 2023 2 min read
The trusts to buy for rising dividends
By Dave Baxter, Investors’ Chronicle, February 28, 2023: High dividend yields can be hard to resist, and there are many currently on offer in the investment trust universe. But a high yield can reflect recent price volatility, as with embattled Home REIT (HOME), or be a result of an especially esoteric portfolio, an example being […]
-
27 Feb 2023 1 min read
Put your trust in dividends and you can beat those savings rates
David Brenchley, February 26 2023, The Sunday Times: With the best one-year fixed savings account now paying 4.31 per cent, riskier investments such as stocks and shares may seem less attractive than they have been for a long time. If you can get a high interest rate on your money, why take more risk in […]
-
07 Feb 2023 1 min read
Investment trust insider on income in time of inflation
Investment trust insider on income in time of inflation – James Carthew: Choppy outlook for income folk One question I have been pondering is, how would an income investor reliant on a portfolio of investment companies be faring now? Unfortunately, it looks as though some belt-tightening would be required. For example, companies that adopted a […]
-
09 Jan 2023 1 min read
Investment trust insider on discount opportunities
Investment trust insider on discount opportunities – James Carthew: Discount dislocations offer opportunities Today, at the same time as investors get to grips with higher inflation and interest rates, they are afflicted by wider share price discounts to net asset values (NAV) across the investment companies sector. Many years ago a former colleague of mine […]
-
04 Nov 2022 1 min read
As investors turn away from chasing growth, these income trusts could profit
By ANGHARAD CARRICK FOR THIS IS MONEY, 3 November 2022: As some savings rates near 5 per cent more potential investors might be tempted to park their cash there instead of in the stock market. But with inflation continuing to run hot, there is good reason to consider adding dividend-paying investments in your portfolio, as […]
-
14 Oct 2022 1 min read
Lindsell Train and Scottish Mortgage among the cheapest global trusts relative to their recent history
By Tom Aylott, Reporter, Trustnet, 13 October 2022: Global trusts were some of the biggest benefactors of the growth wave that dominated throughout the 2010s, loading up on US tech companies that soared. In the past five years alone, the IT Global Equity Income and IT Global sectors have delivered investors a total return of […]
-
28 Jun 2022 1 min read
Have growth and value fund pairs outperformed the market?
by Jennifer Hill from interactive investor, 23rd June 2022: Last year we asked experts to name value and growth fund pairs to navigate the market rotation. The tactic has not yet paid off, but should investors stick with them?.. The sharp reversal in fortunes highlights the folly of pinning your colours to a single mast. […]
-
15 Feb 2022 1 min read
Investment trust insider on global equity income funds
Investment trust insider on global equity income funds – James Carthew: Scottish gone, it’s Majedie’s turn to merge One of the big surprises of last year was Scottish (SCIN) opting to be absorbed by JPMorgan Global Growth and Income (JGGI). Last week Scottish announced that its portfolio was now aligned with JGGI’s. Scottish’s shareholders approved […]
-
01 Dec 2021 2 min read
The global trusts on the biggest discounts or premiums relative to their history
Trustnet continues its study into which trusts have the most inflated valuations and biggest discounts relative to their five-year average, this time focusing on global investment trusts. By Eve Maddock-Jones, Reporter, Trustnet, 24 November 2021 Buying cheap trusts on a bigger discount than normal can be a lucrative way to make money over the long-term. Similarly […]
-
29 Mar 2021 1 min read
Mix and match to profit from recovery for value funds and trusts
Mix and match to profit from recovery for value funds and trusts by Jennifer Hill from interactive investor | 24th March 2021 10:23 Riding the resurgence of value as an investment style without throwing caution to the wind means holding both value and growth funds… While the powerful wave of returns from growth stocks appears to have broken recently amid […]
-
01 Mar 2021 1 min read
Funds and trusts yielding above 5%: opportunity or value trap?
Funds and trusts yielding above 5%: opportunity or value trap? by Cherry Reynard from interactive investor | 25th February 2021 11:42 The year 2020 may have been a dismal one for income seekers, but the outlook for 2021 is brighter. There is now a wealth of funds and investment trusts showing yields of more than 5%. However, many investors saw […]
-
18 Sep 2020 1 min read
Investment trust insider on Murray International
Investment trust insider on Murray International – James Carthew: the challenge for Murray International investors Murray International (MYI) is the largest of the global equity income trusts with a market value of £1.2bn, and the highest yielding at 5.5% compared to its AIC Global Equity Income sector average of 4.3%. However, its long-term returns are […]
-
30 Jun 2020 1 min read
Global income in a lost decade for UK dividends
Global income in a lost decade for UK dividends by Jennifer Hill Investment Trust Insider ezine, issue 54, June 2020 Bear markets for dividends are a rarity. There have only been six in the past 149 years compared to 16 for total stock market returns, according to an analysis by Schroders that uses the S&P […]
