Murray International Trust: Manager update video

Watch the latest manager update video from Samantha Fitzpatrick, Co-Manager of Murray International Trust.

Samantha shares key highlights from the trust's annual results, including achieving a dividend of 11.8p per share, which is a 2.8% increase over the previous financial year. 

She also discusses the trust's portfolio allocation by sector. The trust's exposure to technology, which makes up 15% of assets, has been the strongest component, with tech exposure from companies such as Hon Hai, TSMC, and Broadcom. Conversely, consumer goods was the weakest segment, primarily due to Walmart Mexico's performance, which was affected by currency weakness and negative sentiment. 
Samantha also highlights the trust's top 10 holdings, geographical contributors to absolute performance, and discusses current macroeconomic and geopolitical implications. 

Watch below.