The Income Imperative | Strategic themes for real returns
With interest rates on a downward trajectory and the amount that can be saved in a cash ISA widely expected to be cut in next week's Budget, investors in search of income may need to widen their net in order to achieve meaningful returns. The investment trust universe offers many income- orientated strategies, whether focusing on equities at home or abroad, or alternative assets such as property and infrastructure. In this note we will explore some less traditional approaches to income generation, looking at how differentiated strategies can make best use of the closed-ended structure to generate real returns with the potential to grow capital as well as income.BlackRock North American Income Trust is an investment trust and its key activity is portfolio investment. Co. invests in a diversified portfolio of mainly large-cap U.S. quoted equities. Co. may also hold other securities from time-to-time including, inter alia, convertible securities, fixed interest securities, preference shares, non-convertible preferred stock and depositary receipts. Co. may also invest in listed large-cap equities quoted on exchanges outside the U.S., and in securities denominated in U.S. dollars and non-U.S. dollar currencies. Co.'s investment manager is BlackRock Investment Management (UK) Limited. As of Oct 31 2017, Co.'s investment portfolio totaled £113.7 million.
Tritax Big Box REIT is a real estate investment trust focusing on Big Box logistics assets. Co. invests in and manages both standing assets and pre-let forward funded developments. Co. selectively acquires, owns and manages U.K.'s logistics assets for its tenants.
Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with hard-to-reach investors, including smaller institutions, pension funds and private client fund managers. These under-serviced investors are located not only in London but across the regions of the UK and Europe. We have an unrivalled knowledge of this extensive audience, to whom our published research is distributed, as well as to larger institutions. We offer this service as part of an integrated investor communications strategy to promote a company’s investment story.
Our clients, ranging from AIM to FTSE 100 companies, benefit from our professional, long-term relationships with investors. Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.
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