Murray Income Trust Plc (MUT)
Category UK Equity Income
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
858.00p
Buy
860.00p
6.00p (+0.70%)
Discount/Premium
-11.01%
Estimated NAV
957.412p
Prices updated at 26 Sep 2024, 17:06 BST
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
To achieve a high and growing income combined with capital growth through investment in a portfolio principally of UK equities. In pursuit of the investment objective, the investment policy of the company is to invest in the shares of companies that have potential for real earnings and dividend growth, while at the same time providing an above-average portfolio yield.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Price
- Performance
- Charges & documents
- Shares & trades
- Dividends
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- News & dates
- Trust info
- Director info
Growth of 1,000 as of 27 Sep 2024, 01:09
Trailing returns (%) as of 27 Sep 2024, 01:09
Annual performance (%)
Year | This fund | Peer group index |
|---|---|---|
| 30 Jun 13 - 30 Jun 14 | 9.38 | 19.46 |
| 30 Jun 14 - 30 Jun 15 | -5.72 | 4.79 |
| 30 Jun 15 - 30 Jun 16 | 0.08 | -1.36 |
| 30 Jun 16 - 30 Jun 17 | 23.46 | 21.09 |
| 30 Jun 17 - 30 Jun 18 | 3.32 | 5.63 |
| 30 Jun 18 - 30 Jun 19 | 13.18 | -3.19 |
| 30 Jun 19 - 30 Jun 20 | -5.83 | -15.08 |
| 30 Jun 20 - 30 Jun 21 | 18.51 | 40.25 |
| 30 Jun 21 - 30 Jun 22 | -0.70 | -5.01 |
| 30 Jun 22 - 30 Jun 23 | 4.90 | 7.29 |
| 30 Jun 23 - 30 Jun 24 | 7.60 | 10.32 |
Primary benchmark: FTSE AllSh TR GBP
Peer group index: Morningstar IT UK Equity Income
Trailing returns (%)
Year | This fund | Peer group index |
|---|---|---|
| 1 Day | 0.12 | -0.51 |
| 1 Month | -2.74 | -1.31 |
| 3 Months | -0.61 | 2.54 |
| 6 Months | 4.94 | 10.95 |
| 1 Year | 7.93 | 13.58 |
| 3 Years annualised | 2.58 | 4.52 |
| 5 Years annualised | 4.74 | 6.81 |
Primary benchmark: FTSE AllSh TR GBP
Peer group index: Morningstar IT UK Equity Income
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
