Overview
BlackRock North American Income aims to provide an attractive and growing level of income return with capital appreciation over the long-term, predominantly through investing in a diversified portfolio of primarily large cap US equities.
Fundamentals
Price
Research History
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07 Jul 2020 11 min read
QuotedData’s Economic Roundup – July 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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08 Jun 2020 11 min read
QuotedData’s Economic Roundup – June 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 9 min read
QuotedData’s Economic Roundup – March 2020
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 8 min read
QuotedData’s economic roundup – July 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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18 Jan 2019 2 min read
QuotedData’s economic roundup – January 2019
QuotedData’s economic roundup – January 2019 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 any of […]
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11 Jul 2018 2 min read
QuotedData’s Economic round up – July 2018
QuotedData’s Economic round up – July 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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18 Jan 2018 2 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
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15 Mar 2017 1 min read
QuotedData investment companies roundup – March 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. March Investment Companies 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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08 Feb 2021 3 min read
Utilities weigh on BlackRock North American Income’s annual returns
BlackRock North American Income (BRNA) annual results to 31 October 2020 brought total NAV and market returns of -8.9% and -17.9%. By comparison, the benchmark Russell 1000 value index returned -7.5%. Performance – stock selection in utilities weighs BRNA’s underperformance of the benchmark was a reflection of stock selection, allocation decisions in utilities, and a negative contribution from […]
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13 Feb 2020 2 min read
Strong demand for BlackRock North American
Despite lagging its benchmark over the year to 31 October 2019, there was strong demand for BlackRock North American shares. Over the year to 31 October 2019, the NAV returned 8.5% and the share price 15.0%. This compares with a return of 9.8% on the Russell 1000 Value Index. The dividend was maintained at 8p. This […]
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18 Dec 2018 2 min read
BlackRock North American lags benchmark
BlackRock North American lags benchmark but higher dividend boosts share price – “For the financial year ending 31 October 2018, the NAV total return was modestly below that of the benchmark, the Russell 1000 Value Index. Over the same period, U.S. large cap stocks, as represented by the broader S&P 500 Index, advanced by 7.34% […]
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26 Feb 2018 1 min read
Investment Trust Insider on US trusts
James Carthew: where is a US growth trust when you want it? One of the strangest things about investment companies is how under-represented the US stock market is within the sector. Dedicated listed North American funds accounted for just 1.6% of the money in investment trusts and investment companies at the end of last year, […]
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18 Dec 2017 1 min read
Investment Trust Insider on Biotech
Investment Trust Insider on Biotech – inspired by the launch of our biotech news service on QuotedData, I wrote something for Citywire that looks at some of the exciting stories that have been published just in the last couple of weeks. James Carthew: biotech boom boosts generalist trusts This week I am returning to the […]
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15 Feb 2017 1 min read
BlackRock North American manager retiring
Bob Shearer, co-manager of BlackRock North American, has notified the Board of his intention to retire from BlackRock later this year and will therefore step down as co-manager of the Company at the end of August 2017. The Board and managers will review the portfolio management arrangements at that date, but the current intention is […]
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07 Feb 2017 1 min read
All trust sectors bar one made money in ’16
UK Smaller Companies was the only investment sector to lose money in 2016 despite a turbulent political and economic landscape, new research has revealed. See more here
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28 Jul 2016 8 min read
F&C Managed Portfolio beats benchmark despite widening discounts
F&C Managed Portfolio reports that, for the company’s financial year to 31 May 2016, the NAV total return (i.e. adding dividends paid to capital performance) was -4.8% for the Income shares and -4.5% for the Growth shares which represented outperformance against the -6.3% total return for the FTSE All-Share Index, the benchmark index for both […]
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30 Jun 2016 2 min read
BlackRock North American helped by holding in McDonalds
BlackRock North American has published interim results covering the six months to the end of April 2016. Over the period the company produced an 8.0% net asset return per share (‘NAV’) compared with a return of 7.5% in the Russell 1000 Value Index. The Company’s share price return was 11.1% over the same period (all figures […]
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18 Jan 2016 2 min read
BlackRock North American beats benchmark by avoiding oil exposure
BlackRock North American Income Trust reports performance just ahead of its benchmark for the year ended 31 October 2015. the NAV total return was 4.9% vs. 4.1% for the Russell 1000 Value Index. The share price total return was 4.7%. The total dividend for the year rose by 7.5% to 4.3p. The Board are asking […]
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12 Jun 2015 1 min read
BlackRock North American Board getting worried about performance
Over the six months ended 30 April 2015 BlackRock North American Income delivered a 5.7% return on net assets and a 6.7% return to shareholders. By contrast the return on the Russell 1000 Index was 7.1%. The Board, chaired by Simon Miller (pictured), felt the need to stress to the manager that performance against the index […]
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12 Dec 2013 1 min read
BlackRock North American Income : BRNA
Over the year to the end of October BRNA returned 17.1% in NAV terms and 16.5% in share price terms vs. a return for the Russell 1000 Value Index of 27.4% – underperformance relative to the index is attributed by the Board to the outperformance of “lower quality stocks” that BRNA does not hold.
