Murray International Trust is a truly global trust diversified across Europe, Asia, the US, and Latin America. The trust also holds some emerging markets fixed income securities. Samantha Fitzpatrick, co-manager of the trust, highlights a couple of key holdings trust such as Broadcom and BE Semiconductors which have performed strongly in recent times. Samantha also notes that there have been some weaker holdings, and explains that this is key to constructing a diversified portfolio in so much that holdings perform differently at different times.

Recorded - November 2023.

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