Funds Fan: five stock ideas from a dividend hero and big future themes
In this episode, interactive investor’s Kyle Caldwell and Tom Bailey examine the results of a respected global fund manager survey and focus on themes professional investors are betting on. The pair are joined by Charles Luke, manager of the Murray Income investment trust, which boasts 47 consecutive years of dividend growth. Luke discusses the trust’s recent merger with the Perpetual Income and Growth trust, portfolio activity, and when the dividend drought will end. Finally, analyst Liberty Godfrey considers Montanaro Better World, a new fund in our ACE 40 list of ethical investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.