The month of May, with an increase of 0.71 points, took us to a NAV of 101.54.
The effect on the underlying portfolio's yield is now clear and we are following up April with another strong result. We maintain our forecast of an annual result of just over 7 %.
We have not been particularly transaction-intensive during May either, but have maintained the exposure we had at the beginning of the month, both to individual issuers, sectors and in geography. We are fully invested but have a good pipeline with interesting bonds we want to invest in with the capital from the next issue.
The next issue is on June 30 and it is possible to subscribe as usual through Avanza, among others. See the website for more information about it.