Fund Profile

NB Global Monthly Income Fund 01 February 2019

Disclaimer

Disclosure – Non-Independent Marketing Communication

This is a non-independent marketing communication commissioned by NB Global Monthly Income Fund. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.

Overview
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Fund History

16 Nov 2022 Bottom fishing
What can history tell investors about calling the bottom of a market?
19 Oct 2022 Gimme shelter
Our analysts examine safe havens and defensive strategies as we endure the market's 19th Nervous Breakdown...
21 Sep 2022 Results analysis: NB Global Monthly Income Fund
NBMI offers a high yield which has been rising thanks to rising interest rates…
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…
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…
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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The information contained herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). The investment funds referred to herein have not been registered in the United States under the Investment Company Act of 1940 and units or shares of such funds are not registered in the United States under the Securities Act of 1933.
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