Understand this investment strategy, how it is differentiated from competitors and the benefits to you as a self-directed investor.
The North American Income Trust
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.
Leading US companies picked for their higher income potential