Income Financial Trust Announces Stable Monthly Yield Distribution

Author: Owen Jenkins Updated: 08-20-2025 09:09 AM

Income Financial Trust Reveals Monthly Distribution Rate

Income Financial Trust, known as Income Financial, has announced its latest monthly distribution, setting the rate at $0.07267 per unit. This payout is scheduled for September 10, 2025, and will be allocated to all unit holders who are officially recorded as of August 29, 2025.

Understanding the Distribution Policy

This distribution follows a set policy that was established on November 18, 2013. According to this policy, the monthly payout is calculated based on a 10% annualized rate, which is applied to the volume weighted average market price (VWAP) of Income Financial's units over the last three trading days of the previous month. For instance, the current payout is backed by a VWAP of $8.72, giving an annual yield that remains consistent at 10%.

Historical Distributions for Unitholders

Since its inception, unitholders of Income Financial have enjoyed significant returns, with a total of $39.37 per unit distributed to date, inclusive of the upcoming payments. This performance reflects the trust's commitment to providing stable income to its investors.

Investment Focus and Strategy

Income Financial Trust primarily invests in a diverse portfolio of North American financial service firms. This includes investments in prominent Canadian and U.S. banks, as well as life insurance companies and investment firms. These strategic choices are aimed at maximizing returns for unit holders while minimizing risks associated with market volatility.

Contacting Investor Relations

For more information regarding your investment or inquiries about Income Financial, investors can reach out to the Investor Relations team at 1-877-478-2372. For local callers, a direct line can be accessed at 416-304-4443. Additionally, investors can visit their official website or contact them via email for more assistance.

Frequently Asked Questions

What is the distribution amount for this month?

The distribution amount for this month is $0.07267 per unit.

When will the distribution be payable?

The distribution will be payable on September 10, 2025.

What is the record date for the distribution?

The record date for this distribution is August 29, 2025.

How has Income Financial performed in terms of distribution?

Income Financial has provided total distributions of $39.37 per unit since its inception.

What companies does Income Financial Trust invest in?

Income Financial Trust invests in a range of North American financial services companies, including top banks and investment firms in Canada and the U.S.

About The Author

Hi there I'm 38-year-old author and financial consultant Owen Jenkins. Having worked in the financial sector for more than ten years, I am well-versed in the subtleties and complexity that mold our financial environment. Following a degree in finance, I worked in a number of financial institutions honing my abilities in market analysis, financial planning, and investment strategies.

My love is teaching others about investing and personal finance. My goal in writing many books and articles has been to demystify financial ideas and give readers the information they need to make wise financial decisions. I write with a direct, useful style that emphasizes doable suggestions for daily living.

Along with writing, I lead webinars and seminars where I impart knowledge on how to successfully negotiate the financial world. I also write for financial journals and show up as a guest expert on financial news programs a lot. Whether they are new to investing or want to improve their approach, my mission is to enable people to take charge of their financial futures.

Beyond work, I like to hike, play the guitar, and spend time with my family. I think that balance is crucial and want to encourage people to strike a balance between their financial aspirations and their hobbies. I want to help people succeed and achieve financial security through my work, so having a good influence.

Contact Owen Jenkins privately here. Or send an email with ATTN: Owen Jenkins as the subject to contact@investorshangout.com.

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.