Charles Luke, fund manager of Murray Income Trust, explains how the team look to construct a diversified portfolio of quality companies both domestically and overseas to drive income and capital returns for shareholders. Murray Income have been buying back shares and, as such, have been net sellers with the management team exiting from Drax, Croda, and Marshalls. Charles also describes one new holding, Rotork, which has a leading role to play in the energy transition. The team have a strong ESG focus with a AA MSCI ESG rating placing them in the top 5% of funds in the peer group, and the top 1% of the global fund universe.

Recorded - December 2023.

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