Harness the power of the US market
Fran Radano, fund manager of The North American Income Trust (NAIT), joined Shares (sponsored by AJ Bell) in their Spotlight Webinar. Watch the recording to see Fran provide an update on the trust following the full-year results, and more.
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| Discrete year performance (%) | Share price (total return) | NAV (total return) |
| 31/03/2023 to 31/03/2024 | 13.5 | 8.7 |
| 31/03/2022 to 31/03/2023 | 9.0 | 13.5 |
| 31/03/2021 to 31/03/2022 | -3.0 | -1.6 |
| 31/03/2020 to 31/03/2021 | 21.8 | 18.0 |
| 31/03/2019 to 31/03/2020 | 24.1 | 31.5 |
All performance, cumulative growth and annual growth data is sourced from Morningstar.
Source: at 31/03/25. © 2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance does not predict future returns.
Compound annual growth rate (CAGR)
Measures an investment’s annual growth rate over time, including the effect of compounding (where any income is reinvested to generate additional returns). CAGR is typically used to measure and compare the past performance of investments or to project their expected future returns.
Consumer price index (CPI)
A measure that examines the price change of a basket of consumer goods and services over time. It is used to estimate inflation. ‘Headline’ CPI inflation is a calculation of total inflation in an economy, and includes items such as food and energy, where prices tend to be more volatile. ‘Core’ CPI inflation is a measure of inflation that excludes transitory/volatile items such as food and energy.
Dividend
A variable discretionary payment made by a company to its shareholders.
LTM
Last twelve months.
Disclaimer
References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.
Not for onward distribution. Before investing in an investment trust referred to in this document, you should satisfy yourself as to its suitability and the risks involved, you may wish to consult a financial adviser. This is a marketing communication. Please refer to the AIFMD Disclosure document and Annual Report of the AIF before making any final investment decisions. Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Tax assumptions and reliefs depend upon an investor’s particular circumstances and may change if those circumstances or the law change. Nothing in this document is intended to or should be construed as advice. This document is not a recommendation to sell or purchase any investment. It does not form part of any contract for the sale or purchase of any investment. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.
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Janus Henderson Fund Managers UK Limited was appointed as the AIFM of the North American Income Trust with effect from 1 August 2024. Prior to that date, the North American Income Trust’s AIFM was Abrdn Fund Managers Limited and all information contained in this document should be considered accordingly.
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