MURRAY INCOME TRUST PLC ORD 25P chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share -0.28
Dividend & Yield0.36£ (4.70%)
Beta 0.81
Market capitalization 884.29M
Operating cash flow 36.42M
ESG Scores 22.1

Company description

Murray Income Trust PLC is a closed ended equity mutual fund launched and managed by Aberdeen Fund Managers Limited. It is co-managed by Aberdeen Asset Managers Limited. The fund invests in the public equity markets of the United Kingdom. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in dividend paying growth stocks of large-cap companies. It employs fundamental analysis with a combination of bottom-up and top-down stock picking approaches, focusing on such factors as good management, strong cash flow, and a sound balance sheet to build its portfolio. The fund benchmarks the performance of its portfolio against the FTSE All-Share Index. Murray Income Trust PLC was formed in 1923 and is domiciled in the United Kingdom.

Sector: Financial Services - Industry: Asset Management

Financial Ratios
Quick Ratio1.43
Working Capital41.9
Return On Equity0.15
Debt To Equity0.1
Fixed Asset Ratio-0.1
Fixed Interest Cover57.8

Financial data

Financial Statements

Cashflow Statement 2019-06-30 2020-06-30 2021-06-30 2022-06-30
Change To Liabilities
Total Cashflows From Investing Activities 11.41M -5.45M -8.16M 22.67M
Net Borrowings 375k -172k -6k -32k
Total Cash From Financing Activities -26.17M -23.14M -28.95M -43.53M
Change To Operating Activities 36k 146k 209k -80k
Issuance Of Stock
Net Income 42.57M -29.82M 161.22M -41.1M
Change In Cash 5.16M -10.81M -11.87M 15.64M
Effect Of Exchange Rate -107k 123k -358k 82k
Total Cash From Operating Activities 20.03M 17.67M 25.59M 36.42M
Depreciation
Change To Account Receivables 16k -2k -100k 46k
Other Cashflows From Financing Activities -293k -293k -293k
Change To Netincome -22.61M 47.33M -135.73M 77.55M
Capital Expenditures

Income Statement 2019-06-30 2020-06-30 2021-06-30 2022-06-30
Research Development
Income Before Tax 42.9M -29.42M 161.5M -40.64M
Net Income 42.57M -29.82M 161.22M -41.1M
Selling General Administrative 3.64M 3.76M 3.96M 5.35M
Gross Profit 47.67M -24.4M 167.13M -32.77M
Ebit 44.03M -28.16M 163.28M -38.12M
Operating Income 44.03M -28.16M 163.28M -38.12M
Interest Expense -1.15M -1.14M -2.83M -3.89M
Income Tax Expense 327k 395k 287k 463k
Total Revenue 47.67M -24.4M 167.13M -32.77M
Cost Of Revenue
Total Other Income ExpenseNet -1.13M -1.26M -1.78M -2.52M
Net Income From Continuing Ops 42.57M -29.82M 161.22M -41.1M
Net Income Applicable To Common Shares 42.57M -29.82M 161.22M -41.1M

Balance Sheet Statement 2019-06-30 2020-06-30 2021-06-30 2022-06-30
Total Liabilities 50.64M 48.06M 121.27M 118.73M
Total Stockholder Equity 587.15M 534.36M 1.09B 1.01B
Other Current Liabilities 816k 960k 1.56M 1.51M
Total Assets 637.79M 582.43M 1.22B 1.13B
Common Stock 17.15M 17.15M 29.88M 29.88M
Other Current Assets
Retained Earnings 540.99M 488.2M 620.77M 536.16M
Treasury Stock 5M 5M 5M 5M
Cash 27.17M 16.36M 4.49M 20.13M
Total Current Liabilities 10.74M 8.16M 8.99M 8.02M
Other Stockholder Equity 5M 5M 5M 5M
Property, Plant, and Equipment
Total Current Assets 35.15M 21.22M 12.84M 29.19M
Net Tangible Assets 587.15M 534.36M 1.09B 1.01B
Net Receivables 4.51M 4.84M 8.23M 9.02M
Accounts Payable


Insider Transactions

Here are the insider transactions of stock shares related to MURRAY INCOME TRUST PLC ORD 25P:

Filer Name Transaction Text Ownership Date Filer Relation Shares
Murray Income Trust PlcBuy Back at price 8.32 per share.D2022-10-214.44k
Murray Income Trust PlcBuy Back at price 8.38 per share.D2022-10-2035k
Murray Income Trust PlcBuy Back at price 8.33 per share.D2022-10-1940k
Murray Income Trust PlcBuy Back at price 8.56 per share.D2022-10-1850k
Murray Income Trust PlcBuy Back at price 8.54 per share.D2022-10-1710k
Murray Income Trust PlcBuy Back at price 8.31 per share.D2022-10-1450k
Murray Income Trust PlcBuy Back at price 8.25 per share.D2022-10-1310k
Murray Income Trust PlcBuy Back at price 8.13 per share.D2022-10-1250k
Murray Income Trust PlcBuy Back at price 8.05 per share.D2022-10-1110k
Murray Income Trust PlcBuy Back at price 8.24 per share.D2022-10-1040k
Murray Income Trust PlcBuy Back at price 8.78 per share.D2022-10-0430k
Murray Income Trust PlcBuy Back at price 8.15 per share.D2022-09-3050k
Rogan (Neil Alan Hayes)Bought at price 8.59 per share.D2022-09-236.8k
Rogan (Neil Alan Hayes)Bought at price 8.58 per share.D2022-09-23759
Murray Income Trust PlcD2022-09-21
Park (Jean Craig)D2022-09-21
Rathbone Brothers PlcD2022-09-21
Rogan (Neil Alan Hayes)D2022-09-21
Tait (Peter)D2022-09-21
Tully (Nandita sahgal)D2022-09-21
Webb (Merryn Somerset)D2022-09-21
Giles (Alan)D2022-09-21
Hargreaves Lansdown PlcD2022-09-21
Laing (Richard)D2022-09-21
Aberdeen Asset Managers, Ltd.D2022-09-21
Cameron (Donald Andrew John)D2022-09-21
Charles Stanley Group PLCD2022-09-21
Eastment (Stephanie)D2022-09-21
Eastment (Stephanie)D2022-09-21
Murray Income Trust PlcBuy Back at price 9.20 per share.D2022-09-1630k
Murray Income Trust PlcBuy Back at price 9.27 per share.D2022-09-1540k
Murray Income Trust PlcBuy Back at price 9.53 per share.D2022-09-1340k
Murray Income Trust PlcBuy Back at price 9.25 per share.D2022-09-0840k
Murray Income Trust PlcBuy Back at price 9.29 per share.D2022-09-0650k
Murray Income Trust PlcD2022-08-31
Rathbone Brothers PlcD2022-08-31
Aberdeen Asset Managers, Ltd.D2022-08-31
Charles Stanley Group PLCD2022-08-31
Hargreaves Lansdown PlcD2022-08-31
Murray Income Trust PlcBuy Back at price 9.66 per share.D2022-08-3030k
Murray Income Trust PlcD2022-06-30
Park (Jean Craig)D2022-06-30
Rathbone Brothers PlcD2022-06-30
Rogan (Neil Alan Hayes)D2022-06-30
Tait (Peter)D2022-06-30
Hargreaves Lansdown PlcD2022-06-30
Laing (Richard)D2022-06-30
Giles (Alan)D2022-06-30
Tully (Nandita sahgal)D2022-06-30
Webb (Merryn Somerset)D2022-06-30
Aberdeen Asset Managers, Ltd.D2022-06-30

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to MURRAY INCOME TRUST PLC ORD 25P. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on MURRAY INCOME TRUST PLC ORD 25P

Here is the result of two systematic investment strategies applied to MURRAY INCOME TRUST PLC ORD 25P. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on MURRAY INCOME TRUST PLC ORD 25P

The following chart shows the equity curve of the two systematic investment strategies applied to MURRAY INCOME TRUST PLC ORD 25P:

MURRAY INCOME TRUST PLC ORD 25P automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 14.54% on the backtest period.

Performance at glance

Performance

14.54 %

Latent gain

932.0 £

Invested capital

6412.0 £

Annualized return

3.53 %
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Momentum strategy results on MURRAY INCOME TRUST PLC ORD 25P

This is the result of two momentum investment strategies applied to MURRAY INCOME TRUST PLC ORD 25P. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on MURRAY INCOME TRUST PLC ORD 25P

The following chart shows all the entries opened by the momentum investment system on MURRAY INCOME TRUST PLC ORD 25P:

MURRAY INCOME TRUST PLC ORD 25P momentum entries
  • The first momentum investment strategy would give 18.03% of return on MURRAY INCOME TRUST PLC ORD 25P. That represents 1683.0£ of latent gain with 9333.0£ of employed capital.
  • The second momentum investment strategy would give 14.2% of return on MURRAY INCOME TRUST PLC ORD 25P. That represents 1370.0£ of latent gain with 9646.0£ of employed capital.
Performance at glance (1Q Momentum)

Performance

18.03 %

Latent gain

1683.0 £

Invested capital

9333.0 £

Annualized return

1.14 %
Performance at glance (2Q Momentum)

Performance

14.2 %

Latent gain

1370.0 £

Invested capital

9646.0 £

Annualized return

3.9 %

Momentum equity curve on MURRAY INCOME TRUST PLC ORD 25P

The following chart shows the equity curve of the two momentum strategies applied to MURRAY INCOME TRUST PLC ORD 25P:

MURRAY INCOME TRUST PLC ORD 25P momentum equity

Note: the dividends potentially given by MURRAY INCOME TRUST PLC ORD 25P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on MURRAY INCOME TRUST PLC ORD 25P

The following chart shows the employed capital evolution of the two momentum strategies on MURRAY INCOME TRUST PLC ORD 25P since the beginning:

MURRAY INCOME TRUST PLC ORD 25P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on MURRAY INCOME TRUST PLC ORD 25P

Buy the dip entry openings on MURRAY INCOME TRUST PLC ORD 25P

MURRAY INCOME TRUST PLC ORD 25P

The performance achieved by the robo-advisor on MURRAY INCOME TRUST PLC ORD 25P is 2.42%. That represents 65.0$ of latent gain with 2689.0£ of employed capital. The following chart shows MURRAY INCOME TRUST PLC ORD 25P stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of MURRAY INCOME TRUST PLC ORD 25P, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

2.42 %

Latent gain

65.0 £

Invested capital

2689.0 £

Annualized return

1.14 %

Equity curve of the strategy applied to MURRAY INCOME TRUST PLC ORD 25P

The following chart shows the result of the investment strategy applied to MURRAY INCOME TRUST PLC ORD 25P:

MURRAY INCOME TRUST PLC ORD 25P

Note: the dividends potentially given by MURRAY INCOME TRUST PLC ORD 25P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on MURRAY INCOME TRUST PLC ORD 25P

The following chart shows the employed capital evolution since the beginning of the investment strategy on MURRAY INCOME TRUST PLC ORD 25P:

MURRAY INCOME TRUST PLC ORD 25P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on MURRAY INCOME TRUST PLC ORD 25P

In this section, I will compare the three previous investment strategies applied to MURRAY INCOME TRUST PLC ORD 25P.

Equity curve comparison on MURRAY INCOME TRUST PLC ORD 25P

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

MURRAY INCOME TRUST PLC ORD 25P investment strategy comparison

Employed capital comparison on MURRAY INCOME TRUST PLC ORD 25P

MURRAY INCOME TRUST PLC ORD 25P investment comparison

Performance comparison on MURRAY INCOME TRUST PLC ORD 25P

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 14.54% 932.0£ 6412.0£ 3.53%
Momentum 1 quarter 18.03% 1683.0£ 9333.0£ 4.65%
Momentum 2 quarters 14.2% 1370.0£ 9646.0£ 3.9%
Non-directional 2.42% 65.0£ 2689.0£ 1.14%
Annualized return comparison

Automatic investment

3.53 %

Momentum 1Q

3.9 %

Momentum 2Q

3.9 %

Non-directional

1.14 %

Correlated stocks

Here are the most positively and negatively correlated stocks with MURRAY INCOME TRUST PLC ORD 25P:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between MURRAY INCOME TRUST PLC ORD 25P and the other stocks. There may be false positives or some missing correlated stocks. If the price of MURRAY INCOME TRUST PLC ORD 25P does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name MURRAY INCOME TRUST PLC ORD 25P
Country United Kingdom
City Aberdeen
Address 10 Queens Terrace
Phone
Website www.murray-income.co.uk/itmurrayincome/
FullTime employees
Industry Asset Management
Sector Financial Services
Exchange XLON
Ticker MUT.XLON
Market www.londonstockexchange.com

MURRAY INCOME TRUST PLC ORD 25P ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 5.7
Peer Environment Performance 5.5075
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 8.9
Peer Social Performance 9.265
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count yes

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 7.2
Peer Governance Performance 6.905
Governance Percentile unknown

ESG at glance
Total ESG Scores: 22.1
Environment Score: 5.7
Social Score: 8.9
Governance Score: 7.2

ESG Performance: OUT_PERF

Peer Group: EAA CE UK Equity Income

Peer Esg Score Performance: 23.3625

Rating Year: 2020

Rating Month: 12

Max Age: 86400

Percentile: unknown