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The North American Income Trust

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Last Video Update

July 2021: An update from fund manager Fran Radano

Major US equity market indices moved higher in June 2021, driven mainly by investors’ ongoing optimism regarding the distribution of Covid-19 vaccines and generally positive economic data reports. The Russell 1000 Value Index, the North American Income Trust’s benchmark, returned 1.7% in sterling terms for the month. The energy, real estate and information technology sectors were the strongest performers within the index. Conversely, the materials and financials sectors ended the month in negative territory, while the industrials sector posted a flat return. Here, Fran talks us through recent portfolio changes and how the Trust is positioned for the future.

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Fund Description

Leading US companies picked for their higher income potential

Investment Objective

The company invests in a portfolio predominantly comprised of S&P 500 constituents. The company may also invest in canadian stocks and US mid and small capitalisation companies to provide for diversified sources of income. The company may invest up to 20% of its GA in fixed income investments, which may include non-investment grade debt. The investment policy is flexible, enabling it to invest in all types of securities, including (but not limited to) equities, preference shares, debt, convertible securities, warrants, depositary receipts and other equityrelated securities.

AIC Sector classification: North America

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