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 Mar 2021
Well-positioned as rotation gathers pace
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Well-positioned as rotation gathers pace
North American Income Trust PLC GBP Ord.Shs (NAIT:LON) | 291 2.9 0.3% | Mkt Cap: 396.8m
- Published:
11 Mar 2021 -
Author:
Ed Marten -
Pages:
23
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.