Overview
NB Global Monthly Income : NBMI (formerly The NB Global Floating Rate Income Fund Limited : NBLS / NBLU) is a Guernsey incorporated closed-ended investment company. It aims to provide its shareholders with consistent levels of monthly income, while maintaining or increasing the Net Asset Value per Share over time.
The company will invest in credit assets with the following target portfolio allocations: (i) 50-70% in traditional credit, meaning high yield bonds, floating rate loans and investment grade corporate bonds; and (ii) 30-50% in alternative credit, meaning “special situations” (consisting generally of tradeable but less liquid debt securities, such as stressed credit and CLO debt tranches), mezzanine debt, “club” loan transactions (being syndicated lending opportunities presented through the Company’s or Investment Manager’s relationship with loan arrangers and/or borrowers) and private corporate loans issued directly to borrowers. Investments in alternative credit will not represent more than 50% of Net Asset Value at the time of investment.
The company’s investments will be issued in U.S. Dollars, Sterling and Euros by corporations, partnerships and other business issuers based primarily in North America, the UK and Europe. At the time of investment these loans, bonds and other debt instruments will often be non-investment grade.
Research History
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09 Feb 2023 40 min read
QuotedData’s Economic and Political Monthly Roundup February 2023
Economic and Political Monthly Roundup Investment companies | Monthly | February 2023 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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06 Oct 2022 111 min read
QuotedData’s Economic and Political Monthly Roundup October 2022
Economic and Political Monthly Roundup Investment companies | Monthly | October 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 […]
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09 Oct 2020 7 min read
QuotedData’s Investment Companies Roundup – October 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over September: Standard Life Investments Property Income Trust – […]
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07 May 2020 4 min read
QuotedData’s Economic Roundup – May 2020
Economic & Political Roundup Kindly sponsored by Allianz 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 […]
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10 Mar 2020 7 min read
QuotedData’s Investment Companies Roundup – March 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide New research Here is a list of research we published over February: An initiation note on Montanaro UK Smaller Companies Trust (MTU) […]
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11 Sep 2019 3 min read
QuotedData’s investment companies roundup – September 2019
Investment Companies Roundup Kindly sponsored by Baillie Gifford New research Over August, we published notes on Aberdeen Emerging Markets and JLEN Environmental Assets . You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – appetite for risk was generally down in August, as […]
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3 min read
QuotedData’s economic roundup – September 2019
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz 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 […]
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05 Jul 2019 3 min read
QuotedData’s investment companies roundup – July 2019
Investment Companies Roundup New research Over June, we published notes on CQS Natural Resources Growth and Income, Standard Life Private Equity and Shires Income. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – there was a greater appetite for risk in June as […]
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07 Jun 2019 3 min read
QuotedData’s investment companies roundup – June 2019
Investment Companies Roundup New research Over May, we published notes on Shires Income, Standard Life Private Equity and The North American Income Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – it was notable that risk appetite was down in May as renewed […]
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08 May 2019 3 min read
QuotedData’s investment companies roundup – May 2019
Investment Companies Roundup New research Over April, we published notes on Henderson Diversified Income, Ecofin Global Utilities and Infrastructure, Jupiter Emerging and Frontier Income, Seneca Global Income & Growth and Polar Capital Global Financials Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – it was […]
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05 Apr 2019 4 min read
QuotedData’s economic roundup – April 2019
Kindly sponsored by Polar Capital 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 […]
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18 Jan 2019 1 min read
QuotedData’s investment companies roundup – January 2019
QuotedData’s investment companies roundup – January 2019 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 December 2018. Kindly sponsored by Baillie Gifford. Extract from money raised and returned in December The only new issue […]
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13 Nov 2018 1 min read
QuotedData’s investment companies roundup – November 2018
QuotedData’s investment companies roundup – November 2018 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 2018. Kindly sponsored by Baillie Gifford. Winners and losers in October In what was generally a miserable month for equity markets, Brazil shone […]
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16 Oct 2018 2 min read
Quarterly Investment Companies Roundup – Third Quarter 2018
Quarterly Investment Companies Roundup – Third Quarter 2018 Global equities delivered positive returns over the third quarter of 2018. This was principally because of strength in the US market. Political uncertainty and concerns about global trade held back other regions. Generally, government bond yields rose over the quarter. The UK equity market fell as the Bank of […]
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12 Oct 2018 1 min read
QuotedData’s investment companies roundup – October 2018
QuotedData’s investment companies roundup – October 2018 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 August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in September Trian Investors 1 is a new fund that will adopt […]
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14 Sep 2018 2 min read
QuotedData’s Economic round up – September 2018
QuotedData’s Economic round up – September 2018 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 sell […]
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1 min read
QuotedData’s investment companies roundup – September 2018
QuotedData’s investment companies roundup – September 2018 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 August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in August GRIT Real Estate Income floated on the UK Stock Exchange in […]
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15 Aug 2018 1 min read
QuotedData’s investment companies roundup – August 2018
QuotedData’s investment companies roundup – August 2018 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 July 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in July Tritax EuroBox raised its maximum target of £300 million in an […]
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18 Jul 2018 2 min read
Quarterly Investment Companies Roundup – Second Quarter 2018
QUARTERLY INVESTMENT COMPANIES ROUNDUP – SECOND QUARTER 2018 Global equities markets rose in the second quarter of 2018, Markets were volatile, as positive economic data and encouraging company performances played off against geopolitical concerns. Yields from bond markets rose early in the quarter but fell back as investors turned to ‘safer’ investments. The threat of […]
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11 Jun 2018 1 min read
QuotedData’s investment companies roundup – June 2018
QuotedData’s investment companies roundup – June 2018 – 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 May 2018. Kindly sponsored by Baillie Gifford. The premium of biotech company, Syncona, rose on positive news on two of its […]
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11 May 2018 1 min read
QuotedData’s Economic round up – May 2018
QuotedData’s economic round up – May 2018 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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1 min read
QuotedData’s investment companies roundup – May 2018
QuotedData investment companies roundup – May 2018 – 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 April 2018. Kindly sponsored by Baillie Gifford. India Capital Growth has experience a rebound in performance in the past month, as […]
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25 Apr 2018 1 min read
Quarterly investment companies roundup – First quarter 2018
Quarterly investment companies roundup – First quarter 2018 Quarterly investment companies roundup – First quarter 2018 – Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly […]
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18 Apr 2018 1 min read
QuotedData’s Economic round up – April 2018
QuotedData’s economic round up – April 2018 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 sell […]
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1 min read
QuotedData’s investment companies roundup – April 2018
QuotedData investment companies roundup – April 2018 – 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 March 2018. Kindly sponsored by Baillie Gifford. Stock markets have suffered their first meaningful fall for nearly two years. At the quarter end, […]
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13 Mar 2018 1 min read
QuotedData’s investment companies roundup – March 2018
QuotedData investment companies roundup – March 2018 – 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 February 2018. Kindly sponsored by Baillie Gifford. Equity markets continued to run up in early February, supported by strong corporate earnings […]
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07 Feb 2018 2 min read
QuotedData investment companies roundup – February 2018
QuotedData investment companies roundup – February 2018 – 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 January 2018. Kindly sponsored by Baillie Gifford. The oil price was up again over the month and this helped propel […]
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10 Jan 2018 2 min read
QuotedData investment companies roundup – January 2018
QuotedData investment companies roundup – January 2018 – 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 December 2017. Kindly sponsored by Baillie Gifford. January Investment Companies Roundup Winners and losers in December Infrastructure India’s share price […]
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11 Dec 2017 2 min read
QuotedData investment companies roundup – December 2017
QuotedData investment companies roundup – December 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 November 2017. Kindly sponsored by Baillie Gifford. December Investment Companies Roundup Money raised and returned in November There were no […]
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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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19 Oct 2017 1 min read
Quarterly investment companies roundup – Third quarter 2017
Quarterly investment companies roundup – Third quarter 2017 – Markets moved up a little over the course of the three months ended 30 September 2017. Regionally, emerging markets did well. The pound strengthened a bit relative to the US dollar but was flat against the euro. The oil price rose by more than 20%. In […]
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14 Sep 2017 2 min read
QuotedData’s economic round up – September 2017
QuotedData’s economic round up – September 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 […]
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16 May 2017 1 min read
QuotedData’s economic round up – May 2017
QuotedData’s economic round up – May 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 sell […]
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31 Jan 2017 1 min read
QuotedData – 2016 review of the year
Our review of 2016 includes performance data, significant moves in discounts and premiums, money raised and money handed back, major news stories and links to the research we have published including our guide to investment companies. 2016 Annual roundup
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27 Apr 2015 1 min read
The importance of income – where to find it?
Life used to be simpler. If you had a bit of spare cash or you wanted to save up for something you’d just stick some money in a bank or building society account. If you had a nest egg and wanted to invest it in something safe and live off the income, you’d maybe buy […]
News
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17 Apr 2024 1 min read
NB Global Monthly Income Fund distributes over 90% of assets
NB Global Monthly Income Fund (NBMI) has announced its annual report for the year ended 31 December 2023. For the year, the NAV total return on ordinary shares was 5.86%, during the same period the total share price return was 7.14%. The company has been in managed wind down since January 2023. Over this period, […]
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20 Feb 2024 1 min read
QuotedData’s morning briefing 20 February 2024 – NBMI, SWEF, GCP, MPLF
In QuotedData’s morning briefing for 20 February 2024 NB Global Monthly Income Fund (NBMI) has announced that it intends to distribute to shareholders an aggregate amount of approximately £23m by way of a partial compulsory redemption of shares on 4 March 2024. The redemption will amount to c. 69% of existing shares of shareholders on […]
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25 Oct 2023 2 min read
QuotedData’s morning briefing 25 October 2023 – NBMI, RCOI, ROOF, TMI
In QuotedData’s morning briefing 25 October 2023: NB Monthly Income Fund (NBMI), which is undergoing a managed wind down, has advised that it intends to distribute to shareholders an aggregate amount of approximately £23,537,000 by way of a partial compulsory redemption of shares on 13 November 2023. Pursuant to the compulsory redemption, the company will […]
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18 Oct 2023 1 min read
QuotedData’s morning briefing 18 October 2023 – NBMI, TOWN
In QuotedData’s morning briefing 18 October 2023: NB Global Monthly Income Fund (NBMI) provided an update for the month end September 30. The company noted that the managed wind-down of the portfolio, as described in the circular of 20 December 2022, has been in effect since the EGM shareholder approval of 27 January 2023. In […]
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24 Aug 2023 1 min read
QuotedData’s morning briefing 24 August 2023 – CORD, PEY, NBMI, GABI
Cordiant Digital Infrastructure (CORD) announced that it has entered into an agreement to acquire the entire issued share capital of Speed Fibre, Ireland’s leading open access fibre infrastructure provider. Speed Fibre is being acquired from the Irish Infrastructure Fund for a total enterprise value of €190.5m. The equity consideration of €97 million will be funded […]
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18 Jul 2023 1 min read
QuotedData’s morning briefing 18 July 2023
Brunner Investment Trust (BUT) provided an update for the six month period to 31 March 2023. NAV per share increased by 1.6% compared to a benchmark return of 0.3% while shares were up 2.3%. Management sited a strict focus on valuation as one of the factors that allowed the company to avoid some of the […]
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15 Jun 2023 1 min read
QuotedData’s morning briefing 15 June 2023
In QuotedData’s morning briefing 15 June 2023: Aquila European Renewables (AERI) passed its continuation vote at the AGM yesterday. The vote was roughly 75:25 in favour of continuation. [We would expect that next year’s continuation vote (brought forward from 2027) will actually prove less contentious. As we explain in the note published yesterday, with all […]
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02 May 2023 2 min read
QuotedData’s morning briefing 02 May 2023
Princess Private Equity Holding (PEY) provided a monthly update with NAV growing 0.3%. It also confirmed the first interim dividend payment of EUR 0.365 per share for FY 2023, which is in line with previous guidance to distribute 5% of opening net asset value for each financial year, via semi-annual payments. The first interim dividend […]
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05 Apr 2023 2 min read
Annual results for NB Global Monthly Income as it begins wind down
NB Global Monthly Income Fund, which has put forward proposals to be placed in managed wind down, has announced its annual results for the year ended 31 December 2022. In what was a challenging year for fixed income, NAV fell -10.1% while shares dropped -13.60%. While the company does not list a benchmark, returns for […]
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27 Feb 2023 2 min read
QuotedData’s morning briefing 27 February 2023
In QuotedData’s morning briefing 27 February 2023: Life Science REIT (LABS) announces the letting of part of the ground floor of Building One at Oxford Technology Park to Arcturis Data Limited, a healthcare technology company applying advanced analytics and machine learning to generate real-world evidence and novel healthcare insights in both common and rare diseases. […]
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25 Nov 2022 1 min read
QuotedData’s weekly news show 25th November 2022
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Renewables/infrastructure NAVs • Digital 9 Infrastructure • NB Global Monthly Income • Home REIT This week’s interview was with Bruce Stout from Murray International […]
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21 Nov 2022 2 min read
NB Global Monthly Income proposes managed wind down
NB Global Monthly Income (NBMI) has announced that, following a review of its strategy and future prospects, its Board has decided not to implement its semi-annual cash exit facility in December 2022 but instead to put forward proposals for approval by shareholders to place the company into a managed wind-down. Wind-down triggered by NAV dropping […]
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17 Nov 2022 1 min read
QuotedData’s morning briefing 17 November 2022
In QuotedData’s morning briefing 17 November 2022: As interest rates continue to climb, NB Global Monthly Income Fund (NBMI) is increasing its dividend once again. The target distribution for the remainder of 2022 is a rate of 8.10% of NAV each year (net of fees and expenses) which equates to a target monthly distribution for […]
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04 Aug 2022 2 min read
QuotedData’s morning briefing 4 August 2022
In QuotedData’s morning briefing 4 August 2022: JLEN Environmental Assets says that its end June NAV was 123.1p, up 7.8p from 31 March. The drivers of this were higher fixed prices (+1.2p), higher seasonal forward pricing (+1.5p), and changes to long term forecasts from independent consultants (+5.8p). Our assumption would be that these uplifts reflect […]
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21 Jul 2022 1 min read
QuotedData’s morning briefing 21 July 2022
In QuotedData’s morning briefing 21 July 2022: NB Global Monthly Income (NBMI) is increasing its target distribution rate to 6.75% of NAV per year for the rest of 2022. The increase reflects the positive effect of rising interest rates (especially higher US rates – US loans account for about 80% of the fund) on the […]
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07 Jul 2022 2 min read
QuotedData’s morning briefing 7 July 2022
In QuotedData’s morning briefing 7 July 2022: NB Global Monthly Income (NBMI) says that investors submitted 25,500,417 shares to its cash exit offer (10.3% of the company). The tender was for up to 25% of shares held so all these shares will be redeemed at 81.92p (NAV less 2%). Some investments are less liquid than […]
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16 Jun 2022 2 min read
QuotedData’s morning briefing 16 June 2022
In QuotedData’s morning briefing 16 June 2022: The US central bank, the Federal Reserve has raised its base rate by 75 basis points (0.75%) to a target range of 1.50-1.75% and indicated that it would raise rates by between 0.5% and 0.75% at its next meeting, as it struggles to combat inflation. NB Global Monthly […]
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21 Apr 2022 2 min read
NB Global Monthly Income exit opportunity looms
NB Global Monthly Income Fund has published results for the year ended 31 December 2021. Over the year, the share price total return was 14.1% and the NAV total return 5.9%. As of 31 December 2021, the portfolio’s gross yield was 6.3%, and the gross yield to maturity was 6.6%. A monthly dividend of 0.39p was paid […]
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08 Sep 2021 3 min read
QuotedData’s morning briefing 8 September 2021
In QuotedData’s morning briefing 8 September 2021: Vietnam Enterprise (VEIL) has posted its interim report for the six months to 30 June 2021, during which time it delivered 42%, outperforming its benchmark, the VN-Index Total Return in US dollar terms by 13.3%. There is no dividend for the period. The strong performance delivered by VEIL in […]
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16 Aug 2021 2 min read
QuotedData’s morning briefing 16 August 2021
In QuotedData’s morning briefing 16 August 2021: NB Global Monthly Income (NBMI) has invested in a new 2nd lien senior secured loan from Parexel, which came to the market in July. The company helps pharmaceuticals manage and execute clinical trials. Following a 3-year turnaround plan under a new management team, NBMI believes it is well positioned to […]
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20 Apr 2021 1 min read
QuotedData’s morning briefing 20 April 2021
In QuotedData’s morning briefing 20 April 2021: Octopus Renewables (ORIT) has secured debt finance for the construction, commissioning, operation and maintenance of a wind farm in Cerisou, France. The new €43.2m debt facility is provided by Société Générale. Construction at Cerisou is on schedule to begin in H2 2021, with the project expected to be fully operational in […]
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14 Jan 2021 2 min read
QuotedData’s morning briefing 14 January 2021
In QuotedData’s morning briefing 14 January 2021: Polar Capital Global Financials has published a circular to convene a meeting on 1 February at which shareholders will be asked to approve the issue of up to 70,375,000 shares from treasury without pre-emption (first offering them to existing shareholders). The shares will be issued at a premium and […]
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12 Oct 2020 1 min read
QuotedData’s morning briefing 12 October 2020
In QuotedData’s morning briefing 12 October 2020: Henderson Alternative Strategies reports that cash accounts for about 74% of the portfolio as at 9 October 2020. The manager expects that the cash level will rise to about 79% by mid-November 2020. Given the high percentage of cash in the portfolio, the current intention is to put forward […]
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02 Sep 2020 2 min read
QuotedData’s morning briefing 2 September 2020
In QuotedData’s morning briefing 2 September 2020: Temple Bar (TMPL) briefed that as per their announcements on 20 April and 9 June 2020, the board has instigated a review of the management arrangements. They anticipate that this review will be completed shortly, and the publication of the interim results has been delayed in order to […]
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30 Jun 2020 1 min read
QuotedData’s morning briefing 30 June 2020
In QuotedData’s morning briefing 30 June 2020: Polar Capital Global Financial declared a 2.4p interim dividend, in line with its commitment to maintain distributions to shareholders despite regulatory blocks to bank’s dividends. Redefine Properties has sold its 29.42% stake in RDI REIT to affiliates controlled by Starwood Capital Group. RDI REIT’s shares rose strongly on he […]
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13 Aug 2019 1 min read
QuotedData’s other news 13 August 2019
In QuotedData’s other news 13 August 2019 The global smaller companies fund, Smithson (SSON), has reported interim results covering the period from its incorporation in August 2018 to 30 June 2019. From the date of the company’s launch on 19 October 2018 to 30 June 2019, NAV per share total return was 20.3% compared with the MSCI […]
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2 min read
NB Global Floating Rate Income reports results, does not expect much Brexit impact
NB Global Floating Rate Income reports results, does not expect much Brexit impact – NB Global Floating Rate Income (NB Global) trades under sterling (NBLS) and dollar lines (NBLU) in London. The company invests in below investment grade debt, with B rated paper accounting for 56% of the portfolio by market value in 2018.We note […]
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29 Mar 2019 2 min read
NB Global Floating Rate Income boosts dividend by 20%
NB Global Floating Rate Income boosts dividend by 20% in 2018 – NB Global Floating Rate Income increased its dividend by 20% to £4.02p in the year to December 31, 2018. The company’s chairman, Rupert Dorey, was pleased with the year’s performance. “The board is satisfied with the recent performance of the company’s portfolio which […]
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10 Apr 2018 1 min read
NB Global Floating Rate performs well in a difficult year
NB Global Floating Rate performs well in a difficult year – NB Global Floating Rate (NBLS) targets income generation whilst seeking to preserve investors’ capital and give protection against rising interest rates. The year to 31 December 2017 again proved to be eventful not just in geopolitical or macroeconomic terms. United States and European senior secured floating […]
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19 Jan 2018 1 min read
Investment Trust Insider trusts that didn’t escape me last year
Investment Trust Insider – trusts that didn’t escape me last year. As 2018 gets underway, I thought that it might be worth revisiting some of the funds that I wrote about in 2017. At the start of the year I hailed the changes that Standard Life Private Equity (SLPE) was implementing to broaden its investment proposition and noted the increasing […]
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06 Apr 2017 1 min read
NB Global makes 8%+ returns in 2016
NB Global Floating Rate Income Fund has published results for the year ended 31 December 2016. During the year the Company’s NAV total return (NAV plus dividends) was 8.17% and 8.41% for the Sterling Ordinary Shares and U.S. Dollar Ordinary Shares, respectively. During the same period the Company’s share price total return was 5.6% per Sterling Ordinary Share […]
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16 Aug 2016 1 min read
NB Global underperforms US leveraged loan index, discount widens
NB Global Floating Rate Income reports that for the six months ended 30 June 2016 its total return per share was 3.62% for the Sterling Ordinary Shares and 3.54% for the U.S. Dollar Ordinary Shares. During the same period the share price return was -0.76% per Sterling Ordinary Share and -1.08% per U.S. Dollar Share reflecting […]
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25 Apr 2016 1 min read
Property and infrastructure trusts see inflows in Q1
Volatility has meant that no investment trusts were launched over the first quarter of this year, while money that was raised was focused around property and infrastructure trusts, according to QuotedData. See more at: http://www.portfolio-adviser.com/news/1028797/property-infrastructure-trusts-inflows-q1#sthash.uWHsqkEA.dpuf
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19 Apr 2016 2 min read
NB Global Floating Rate Income reports flat return for 2015
Between 31 December 2014 and 31 December 2015, NB Global Floating Rate Income’s NAV per share dropped by 3.77% and 3.56% for the U.S. Dollar Ordinary Share and Sterling Ordinary Share, respectively. The NAV return plus dividends declared in the year was 0.08% and 0.32% for the U.S. Dollar Ordinary Shares and Sterling Ordinary Shares, […]
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17 Aug 2015 1 min read
NB Global Floating Rate interims OK
The asset values of NB Global Floating Rate Loan’s Sterling and Dollar share classes both edged up over the first half of 2015 – the Sterling NAV rose from 97.7p to 98.75p and the dollar NAV from $0.9862 to $0.9954. The total NAV returns on these two classes were 2.97% and 2.81% respectively. The shares moved […]
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28 Apr 2015 2 min read
NB Global mature share classes outperform
NB Global Distressed Debt has published results for the year ended 31 December 2014. The fund now has three share classes – ordinary, extended life and new global. At 31 December 2014, 92.9% of the ordinary pool (NBDD)’s NAV was invested in distressed assets and 7.1% of NAV was held in cash and equivalents. NBDD’s […]
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16 Apr 2015 1 min read
NB Global Floating Rate reports on weak H2
NB Global Floating Rate Income’s accounts for 2014, published today, show a fall in its net asset value – from 100.18p to 97.7p for the Sterling shares (which make up the bulk of the fund although US dollar assets dominate the porttfolio) and from $1.0102 to $0.9862 for the US dollar shares. The total NAV […]
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14 Aug 2014 1 min read
Flat first half for NB Global Floating Rate Income
NBLS / NBLU : Flat first half for NB Global Floating Rate Income Both NB Global Floating Rate Income’s US dollar and Sterling net asset values were remarkably stable over the first half of 2014 (difference was fractions of a cent / penny). Adjusting for income, the total return on net asset value was 1.8% for […]
In The Press
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13 May 2024 1 min read
This investment trust sector yields 9% – is it too good to be true?
by Sam Benstead from interactive investor, 8th May 2024: Rising interest rates have knock-on effects for all investments – but one of the most important impacts is on bond markets. When rates rise, so do the returns that investors demand from fixed income. This leads to higher yields as a result of falling prices for […]
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24 Jun 2021 1 min read
Hunt for alternatives is back on as yields slide
Fixed income experts analyse the opportunities away from government and corporate bonds JENNIFER HILL, 24 June 2021, Citywire Wealth Manager Magazine issue 558 A Treasury sell-off at the beginning of 2021 provided a brief hint that more historically normal yields were on their way. That has faded in recent months as prices once again neared […]