Investing for Children this Christmas
Starting to save early can make a huge difference in your child's future, providing them with the financial support they need for those big moments in life.
The latest research note published by Edison discusses why manager Charles Luke believes quality stocks are best placed to support the trust’s objective to provide a high and rising dividend. The trust has realised this objective, delivering continually rising dividends for 51 years, and looks set to extend this record in FY25.
Watch the latest quarterly update video with Murray Income Trust manager Charles Luke for an update on recent performance, key portfolio changes and future themes for the trust.
Dependable: We invest in high-quality companies with strong growth and income potential, using a patient ‘buy and hold’ strategy.
Diversified: Our portfolio spans various sectors and includes both capital and income investments. We can invest up to 20% overseas, include mid-cap companies, and use modest option writing to try to create a steady, independent income stream.
Differentiated: We integrate ESG (Environmental, Social, and Governance) factors into our decisions. Our portfolio offers an attractive yield, balancing stability in tough markets with the ability to capture growth opportunities. We aim for appealing, risk-adjusted returns with low volatility.
The value of investments and the income from them can go down as well as up and you may get back less than the amount invested.
*This is third-party research. You will leave Murray Income’s website and enter Edison’s to view.