QuotedData Retail - The North American Income Trust (NAIT) Well-positioned as rotation gathers pace

Report

QuotedData Retail

Shonil Chande

Well-positioned as rotation gathers pace

North American Income Trust (NAIT) stands apart amongst the AIC North America sector funds in combining an income focus with at least 90% of its portfolio invested in the US. NAIT’s manager, Fran Radano, believes that this should work in its favour, as there is a good chance that the market rotation back into sectors with attractive valuations, like financials, will continue over the rest of 2021.

11/03/2021 EN

Underlying

The North American Income Trust

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United Kingdom

Provider

QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

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Analysts

Shonil Chande

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Well-positioned as rotation gathers pace

North American Income Trust (NAIT) stands apart amongst the AIC North America sector funds in combining an income focus with at least 90% of its assets invested in the US. NAIT’s manager, Fran Radano, believes that this should work in its favour, as there is a good chance that the rotation back into sectors providing value, like financials, will continue over the rest of 2021.

March 11, 2021 March 11, 2021 EN

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Well-positioned as rotation gathers pace

Well-positioned as rotation gathers pace

Purest access to US equity income

Vietnam Holding Limited – Cheap stocks, bold reforms, big ambitions

Montanaro UK Smaller Companies – High growth, bigger yield

GCP Infrastructure – Consolidate and capitalise

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