Report

Quality portfolio focused on income and growth

The North American Income Trust (NAIT) adopted an active strategy in 2012, aiming to generate above-average income and long-term capital growth primarily from investment in US and selected Canadian equities. NAIT’s performance has been particularly strong over the last 12 months in absolute terms and relative to its S&P 500 index benchmark and its NAV total return is ahead of the peer group average over one, three, five and 10 years. NAIT has a progressive dividend policy – annual dividends have compounded by 19.2% pa over the last three years and during this time there have been regular additions to revenue reserves.
Underlying
North American Income Trust

North American Income Trust is a closed-end investment company. Co.'s investment objective is to provide investors with dividend income and long term capital growth through active management of a portfolio consisting primarily of S&P 500 U.S. equities.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts
Mel Jenner

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