Overview
Volta Finance’s investment objectives are to preserve capital and to provide a stable stream of income to its shareholders through dividends. Volta Finance seeks to attain its investment objectives predominantly through diversified investments in structured finance assets. The assets that the Company may invest in either directly or indirectly include, but are not limited to: corporate credits; sovereign and quasi-sovereign debt; residential mortgage loans; and, automobile loans. The Company’s approach to investment is through vehicles and arrangements that essentially provide leveraged exposure to portfolios of such underlying assets.
You can access the company’s website here
Fundamentals
Price
Research History
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03 Nov 2022 50 min read
QuotedData’s Economic and Political Monthly Roundup November 2022
Economic and Political Monthly Roundup Investment companies | Monthly | November 2022 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
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08 May 2019 4 min read
QuotedData’s economic roundup – May 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
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10 Nov 2017 1 min read
QuotedData investment companies roundup – November 2017
QuotedData investment companies roundup – November 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of October 2017. Kindly sponsored by Baillie Gifford. November Investment Companies Roundup Globalworth Real Estate’s discount was eliminated after it announced […]
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2 min read
QuotedData’s economic round up – November 2017
QuotedData’s economic round up – November 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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10 Apr 2017 1 min read
QuotedData investment companies roundup – April 2017
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2017. Kindly sponsored by Baillie Gifford. April Investment Companies Roundup
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08 Nov 2016 1 min read
QuotedData investment companies roundup – November 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of October 2016. november-investment-companies-roundup-2
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1 min read
QuotedData’s round up of views on the global economy – November 2016
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. november-economic-and-political-roundup
News
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02 Apr 2025 2 min read
Volta Finance’s focus on CLOs pays off
Volta Finance (VTA) has announced its interim results for the six months ended 31 January 2025, which saw its NAV per share increase by 7.0% to €7.63 and the share price jump 18.3% to €6.15 over the six months to 31 January 2025. The company’s chairman, Dagmar Kershaw, noted that the rebound in the share […]
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22 Oct 2024 2 min read
Volta Finance continues to impress despite stubborn discount
Volta Finance (VTA) announced its annual results for the 12 months to 31 July 2024. The company saw a NAV total return of 19.7%, while the share price total return was 13.6% with the discount widening to 27.1% despite the strong results. The dividend was maintained in line with the board’s current policy of 8% […]
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28 Feb 2024 2 min read
Volta Finance secures improved fee terms
Volta Finance (VTA) has agreed an alteration of the fee structure with its investment manager, AXA Investment Managers Paris as part of an amended and restated investment management agreement that takes effect from 31 March 2024. Under the revised arrangements, the manager will be entitled to receive a management fee equal to the aggregate of: […]
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10 Nov 2023 7 min read
Volta Finance “offers excellent value at these pricing levels”
Volta Finance (VTA) has published its annual results for the year ended 31 July 2023, during which its NAV per share has grown to €6.45 at 31 July 2023, an increase of 3.7% on the €6.22 recorded at 31 July 2022, and the dividend has been maintained at 8.0% of NAV, equating to a yield […]
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15 Mar 2023 1 min read
QuotedData’s morning briefing 15 March 2023
Volta Finance Limited announced its first interim dividend for the financial year commencing 1 August 2022. The quarterly interim dividend of €0.13 per share is payable on 27 April 2023 amounting to approximately €4.76m, equating approximately to an annualised 8% of net asset value. Aquila Energy Efficiency Trust PLC has announced the appointment of Stifel Nicolaus […]
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31 Oct 2022 2 min read
Volta Finance has published its annual report
Volta Finance Limited (VTA) has reported its annual results for its financial year ending 31 July 2022. VTA reported a NAV total return of -7.3% and share price total return of -4.3%. The chairman believes these movements are broadly in line with the wider market. Over the period VTA paid a dividend of EUR 0.57 […]
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28 May 2021 1 min read
Volta Finance directors in the firing line?
Volta Finance has made an announcement in relation to the results of its AGM, which was held on 8 December 2020, and raises questions as to whether some shareholders are disgruntled and whether some of the directors might be in the firing line. To summarise, the votes against the resolutions to approve the re-election of […]
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1 min read
Volta Finance highlights dodgy website
Volta Finance Limited (VTA) has brought a dodgy website to investors attention this morning. In its announcement, it says that it has discovered a website purporting to represent Volta Investment Group (VIG), which is an entity entirely unrelated to VTA. However, the website for VIG incorrectly states that a number of VTA’s Directors are involved […]
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25 May 2021 3 min read
QuotedData’s morning briefing 25 May 2021
In QuotedData’s morning briefing 25 May 2021 – Lowland (LWI), the UK equity income fund, reported its interim results to 31 March 2021, with a total NAV return of 33.0% coming in well ahead of its benchmark (the FTSE all-share index). LWI’s focus on the industrial and financial sectors, as well as its value bias, drove performance. […]
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03 Apr 2020 3 min read
Debt problems
Oil companies, airlines, travel companies, retailers – I am sure we can all think of examples of businesses that have been hit hard by COVID-19. Many of these businesses weren’t doing particularly well even before the lockdowns began. Default rates on loans to these sectors are set to rocket. Already, a large US shale oil […]
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02 Apr 2020 2 min read
QuotedData’s morning briefing 2 April 2020
In QuotedData’s morning briefing 2 April 2020 JZ Capital makes probably the least useful announcement we have seen to date on COVID-19 – highlights include “At this time, given the general levels of uncertainty, it is difficult to accurately gauge the potential impact of the COVID-19 outbreak on the company. However, the outbreak is currently having […]
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12 Mar 2020 1 min read
QuotedData’s other news 12 March 2020
In QuotedData’s other news 12 March 2020 Markets dive following EU/US travel ban Volta Finance is engaging with the shareholders that voted against the re-election of its directors back in December 2019. 37% of votes were cast against these resolutions. Volta says it is not sure why. Ruffer says its NAVs might be slightly misleading because […]
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28 Oct 2019 2 min read
Volta Finance not expecting significant increase in default rates
Volta Finance not expecting significant increase in default rates – The debt sector structured finance company, Volta Finance (VTA), has reported annual results to July 31 2019. VTA, which aims to preserve capital across the credit cycle, recorded a 2.5% increase in total return NAV, while the shares increased 7.9%, over the year. Managers report […]
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20 Oct 2017 1 min read
Volta cuts fees after good year
Volta cuts fees after good year – Volta Finance says that, during its financial year ended 31 July 2017, the net asset value per share (dividends re-invested) rose by 13.6%. The share price performance was even stronger, generating a total return of 18.7% as the discount to NAV narrowed. The investment manager has agreed to amend their […]
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02 Oct 2017 1 min read
Volta Finance trims fees
Volta Finance trims fees – Volta Finance Limited has agreed a reduction in management fees and revised performance fees with its Investment Manager, AXA Investment Managers Paris under an amended and restated investment management agreement. The Board has reached agreement with AXA on introducing a tiered management fee and simplified annual performance fee structure. The management […]
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29 Mar 2017 1 min read
Volta Finance ups directors’ pay
Volta Finance Limited has announced a change in the Directors’ remuneration following a detailed external review carried out by Trust Associates. At a meeting on 28 March 2017, upon the recommendation of the Remuneration Committee the Board adopted Trust Associates’ recommendations in full, backdated to 1 February 2017, noting that the purpose of the changes […]
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31 Oct 2016 1 min read
Volta positions itself for 11.5% returns
Volta Finance Limited has published its results for the financial year ended 31 July 2016. Volta produced a total return of 3.8% in NAV terms. This has been accompanied by a narrowing of the discount of the share price to NAV from nearly 20% at the half-year point to less than 14% at the end of […]
