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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08 May 2019 6 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 2 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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03 Apr 2020 4 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 3 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 2 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 2 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 2 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 […]
