Murray Income Share Discussion Threads

[sharesoc] 20/11/2019 21:56

There is a detailed report on Murray Income Trust (MUT) recent AGM which can be found in our members area here: hTTps://sharesoc.ning.com/xn/detail/6389471:Comment:54906 To access the report, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here: hTTps://www.sharesoc.org/membership/ Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the report (and reports on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here: hTTps://www.sharesoc.org/contact-us/

[peterbill] 28/1/2019 09:07

Sector allocation (%)Financials 25.8Consumer Goods 16.0Industrials 11.9Healthcare 10.4Consumer Services 9.4Basic Materials 7.8Oil & Gas 6.6Technology 4.1Telecommunications 3.6Utilities 2.2Cash 2.2Total 100.0 Hopefully this will recover after Brexit ...

[peterbill] 28/1/2019 08:44

Price: 746.00NAV: 782.69Net Dividend Yield: 4.46Premium/-Discount: -4.69Twenty largest equity holdings (%)Unilever 4.1AstraZeneca 3.7BHP 3.5Diageo 3.5BP 3.3Royal Dutch Shell 'B' 3.3Prudential 3.0Roche 2.8RELX 2.7HSBC 2.6Rio Tinto 2.6Hiscox 2.4Close Brothers 2.2GlaxoSmithKline 2.2National Grid 2.2Standard Chartered 2.1Aveva 2.1Microsoft 2.0Nordea 1.8Associated British Foods 1.7Total 53.8

[nimbo1] 08/2/2016 15:37

This goes down more on down days and up less on up days = not a popular investment. However if you look at the underlying holdings it is defensively positioned and chucks off 5%. Could be worth having if the discount gets silly.

[drewz] 24/5/2013 18:18

On watch list.