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Murray Income Trust PLC

 

Objective

The objective of Murray Income Trust PLC is to achieve a high and growing income combined with capital growth through investment in a portfolio of UK equities.



Manager's Monthly Report

June 2009


The FTSE All-Share Index continued its good run rising by 4.2% in May on a total return basis. Further indications that economic conditions were gently improving helped to maintain risk appetite with commodity prices firming helped as well by a weaker dollar. Banks, Mining and Basic Materials out-performed while those areas less exposed to global growth underperformed, for example, General Retail, Telecoms and Real Estate, under-performed. The FTSE 100 out-performed both the FTSE 250 and SmallCap Indices over the month, however on a year to date basis the FTSE 100 still lags substantially. Economic news flow was generally mixed during the month. S&P lowered the UK’s outlook to negative from stable. The Monetary Policy Committee announced an additional £50bn of quantitative easing and that rates would remain at 0.5% as CPI fell from 2.9% to 2.3%. Consumer confidence has demonstrated signs of improvement and retail sales data improved. Both the manufacturing and services PMI surveys were ahead of expectations suggesting that conditions are continuing to stabilise. It was a relatively quiet month in term of trading activity. We added to our holdings in National Grid, Unilever, Provident Financial and Vodafone given their strong market positions and attractive yields. In addition, we wrote some put options for Rolls-Royce. Volatility is likely to remain a significant characteristic of the market, however, where opportunities present themselves we will continue to add to our holdings which we believe are attractively valued.


Source: Monthly Factsheet Aberdeen Asset Managers Limited