2020 (1091) 2022 (1047) 2021 (846) equity income fund with monthly dividends (1) ytd 2023 (1) steady income and potential for long-term growth (1) yield: 10.16%nav: + 71% (1) yield: 11.30%nav: + 8% yield: 14.83%nav: (24%) yield: 1.98%nav: + 6%
Discover the Alta Nova High Income Fund Yield: 10.16% NAV: + 71% 2020 Yield: 11.30% NAV: + 8% 2021 Yield: 14.83% NAV: (24%) 2022 Yield: 6.38% NAV: + 7.30% YTD 2023 Above NET returns and do not reflect dividend re-investment. Returns are reflective of investments held in the fund for the full corresponding year. Returns, Yield, and Targets* are not guaranteed. Individual results may vary. Past performance is not an indication of future results. YTD 2023 as of 4/28/2023
The global economic landscape is constantly changing, causing different sectors to go in and out of favor. The fund’s multi-sector approach allows it to seek out the best income-generating ideas in any market climate, targeting multiple sources of income from a global opportunity set.
The fund can tactically shift portfolio weightings, moving to wherever we believe attractive yields can be generated in this increasingly complex and volatile investment environment. This flexibility helps the fund to nimbly capture opportunities as economic and market conditions change.