Fund Profile

NB Global Monthly Income Fund 21 February 2018

Overview
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Fund History

06 Apr 2022 Private markets: A closer look at the expanding private debt opportunity
We look at the attractions of the private debt market, historically the hunting ground of the institutional investor…
07 Feb 2022 Fund Analysis
NBMI offers a high monthly yield with less interest rate risk than conventional bonds…
14 Sep 2021 Results analysis: NB Global Monthly Income
NBMI’s results show the benefits of its new strategy, which has been rewarded with a rapidly narrowing discount…
19 May 2021 The complexity premium
We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...
12 May 2021 Riders on the storm
We look at the yields in the alternatives space and how they have been affected by the pandemic…
21 Apr 2021 Results analysis: NB Global Monthly Income Fund
NBMI has reported results for the year ending 31/12/2020, with early evidence of the new strategy leading to improved returns…
21 Apr 2021 Fund Analysis
NBMI offers a high income paid monthly with a potential backstop to the discount…
01 Oct 2020 Alternatives for Income Investors
Slides and audio from our event focused on alternative routes to a reliable income…
09 Sep 2020 Time to switch horses?
We look at what returns are likely from equity markets in the coming decade and identify which alternatives could offer similar or greater returns for lower levels of risk…
24 Aug 2020 Fund Analysis
Board proposals would see NBLS transformed into a high-income, monthly dividend payer…
20 Aug 2020 Alternatives for income investors
In a world where dividend are under unprecedented pressure, our income focused online event in September should provide serious food for thought…
05 Aug 2020 All change
We examine proposals for a monthly income and a far broader remit for NB Global Floating Rate Income fund…
06 Mar 2019 Stairway to heaven
Our research shows that reinvesting the income generated by alternative assets could add a significant boost to long-term portfolio performance…
01 Feb 2019 Fund Analysis
Based on the Q3 dividend (and annualising it), the trust currently offers a prospective yield of 4.9%...
03 Oct 2018 We can be heroes
Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...
05 Jul 2018 Fund Analysis
The trust is designed for investors seeking income in any environment, with a duration of close to zero and a yield likely to rise with interest rates
21 Feb 2018 Fund Analysis
An interesting option for income focused investors in a rising interest-rate environment, paying an income which is tied to LIBOR/EURIBOR and potentially offering significant capital protection...
26 Apr 2017 Fund Analysis
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