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Data as at: 12/05/2026

Fund manager benchmark
FTSE AllSh TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Murray Income Trust Share price total return 12.5 21.6 27.0 120.5
UK Equity Income AIC sector Share price total return 14.2 33.2 44.1 114.7
Murray Income Trust NAV total return 8.9 19.7 32.2 111.2
UK Equity Income AIC sector NAV total return 14.1 33.3 47.1 113.4
Morningstar UK * Total return 22.1 46.3 67.4 134.8
Return type 1 year 3 years 5 years 10 years
Murray Income Trust Share price total return 11,250 12,160 12,700 22,050
UK Equity Income AIC sector Share price total return 11,420 13,320 14,410 21,470
Morningstar UK * Total return 12,210 14,630 16,740 23,480
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Discrete annual performance (%) Discrete annual performance (£)

Return type 12/05/21 - 22 12/05/22 - 23 12/05/23 - 24 12/05/24 - 25 12/05/25 - 26
Murray Income Trust Share price total return -3.0 7.6 8.2 -0.1 12.5
Murray Income Trust NAV total return -1.3 10.5 11.1 -0.3 8.9
Morningstar UK * Total return 4.3 9.8 12.9 6.4 22.1
Return type 12/05/21 - 22 12/05/22 - 23 12/05/23 - 24 12/05/24 - 25 12/05/25 - 26
Murray Income Trust Share price total return 9,700 10,760 10,820 9,990 11,250
Morningstar UK * Total return 10,430 10,980 11,290 10,640 12,210
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