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NORTH AMERICAN INCOME TRUST

Bestinvest LogoTargets an above average income and capital growth from larger US companies.

SELL

264p

BUY

266p

CHARGE PER TRADE

£4.95

TODAY'S CHANGE

-0.38%

OCF

0.87%

YIELD

3.8%

1 YEAR
-14.22%
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Prices as at 01 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

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.

Fund summary

SectorNorth America
StructureINVESTMENT TRUST
LaunchedJune 1997
Size£359m
Yield3.8%
Dividends paidFebruary, May, July, October

Charges

Annual Management Charge0.75%
Ongoing Charges Figure0.87%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning