The North American Income Trust plc has released a presentation detailing recent performance figures and portfolio composition. As of 30 November 2025, the company reported a NAV total return of 2.5% for the month. Over the past year, the NAV total return reached 7.9%, with the share price total return at 12.2%. The trust primarily invests in US equities, with 94.7% of its portfolio allocated to the United States and 5.3% to Canada. The largest sector exposures are financials (21.8%) and health care (18.5%). Top holdings include Chevron, CVS Health, and Philip Morris International. The reference index for the trust is the Russell 1000 Value Index. You can access the full presentation through the link below.

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