Interactive Investor

Funds Fan: five stock ideas from a dividend hero and big future themes

27th November 2020 09:14

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

 

  • Listen to more interactive investor podcasts featuring our own investment experts, fund managers and industry commentators by visiting our podcast page.

These articles are provided for information purposes only. Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties. The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article. 

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