Funds Fan: five stock ideas from a dividend hero and big future themes
Our experts examine the results of a global fund manager survey and talk to Murray Income’s Charles Luke.
27th November 2020 09:14
by Kyle Caldwell from interactive investor
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In this episode, interactive investor’s Kyle Caldwell and Tom Bailey examine the results of a respected global fund manager survey and focus on themes professional investors are betting on. The pair are joined by Charles Luke, manager of the Murray Income (LSE:MUT) investment trust, which boasts 47 consecutive years of dividend growth. Luke discusses the trust’s recent merger with the Perpetual Income and Growth (LSE:PLI) trust, portfolio activity, and when the dividend drought will end. Finally, analyst Liberty Godfrey considers Montanaro Better World, a new fund in our ACE 40 list of ethical investments.
Time-stamped highlights
01:23 Fund managers are at “full bull”, according to a global survey
02:55 What to focus on rather than the growth vs value argument
03:28 Value-focused investment trusts to consider
04:32 Which macro themes are professional investors most hopeful about?
05:20 Interview with Murray Income investment trust manager Charles Luke
11:22 Recent purchases and sales at Murray Income
14:13 Montanaro Better World fund: a new member of the ACE 40 rated list of ethical investments. Our analyst looks at top holdings and performance
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