Angel Oak Financial Strategies Income Term Trust Declares October 2023 Distribution

Angel Oak Financial Strategies Income Term Trust (FINS) has announced its October distribution of $0.109 per share. This closed-end fund, traded on the New York Stock Exchange, aims to provide attractive fixed-income investment solutions. Find out more about FINS' investment approach and the details of its upcoming distribution.

About Angel Oak Financial Strategies Income Term Trust

Learn about the Fund's investment strategy and distribution details

Angel Oak Financial Strategies Income Term Trust (FINS) is a closed-end fund traded on the New York Stock Exchange under the symbol FINS. The Fund has announced a distribution of $0.109 per share for the month of October 2023. The distribution will be paid on October 31, 2023, to shareholders of record as of October 17, 2023.

FINS seeks to provide attractive fixed-income investment solutions, primarily investing in U.S. financial sector debt and selective opportunities across financial sector preferred and common equity. The Fund aims to maintain at least 50% of its portfolio in publicly rated investment-grade securities or those judged to be of investment-grade quality.

It's important to note that a portion of each distribution may be sourced from other than net investment income, such as short-term capital gains, long-term capital gains, or return of capital. The final determination of the source and tax characteristics of the distributions will be made after the Fund's fiscal year-end. Investors will receive a Form 1099-DIV for the calendar year to report the distributions for federal income tax purposes.

About Angel Oak Capital Advisors

Discover the expertise and investment focus of Angel Oak Capital Advisors

Angel Oak Capital Advisors is the investment advisor to Angel Oak Financial Strategies Income Term Trust. The firm specializes in providing compelling fixed-income investment solutions to its clients. With a value-driven approach, Angel Oak Capital Advisors aims to deliver attractive risk-adjusted returns through a combination of stable current income and price appreciation.

The experienced investment team at Angel Oak Capital Advisors focuses on identifying the best opportunities in fixed income, with a specialization in mortgage-backed securities and other areas of structured credit. Their expertise and knowledge allow them to navigate the complex fixed-income market and seek out investments that offer potential for strong returns.

By leveraging their deep understanding of the financial markets, Angel Oak Capital Advisors strives to provide innovative investment strategies that align with the goals and risk tolerance of their clients.

The Importance of Investment Strategy

Understand why having a well-defined investment strategy is crucial

Having a well-defined investment strategy is essential for investors looking to achieve their financial goals. It provides a roadmap for making investment decisions, taking into account factors such as risk tolerance, time horizon, and investment objectives.

Guidance and Discipline

An investment strategy provides guidance and discipline, helping investors stay focused on their long-term goals and avoid making impulsive decisions based on short-term market fluctuations. It allows investors to take a proactive approach to their investments, rather than reacting to market trends.

Diversification and Risk Management

Another key aspect of an investment strategy is diversification. By spreading investments across different asset classes and sectors, investors can reduce their exposure to any single investment and mitigate risk. Diversification helps to ensure that the performance of the overall portfolio is not overly dependent on the performance of a single investment.

Additionally, an investment strategy takes into account risk management. It helps investors assess and manage the level of risk they are willing to take, balancing potential returns with potential losses. By understanding their risk tolerance, investors can make informed decisions and avoid taking on excessive risk.

Long-Term Growth and Wealth Accumulation

An investment strategy is designed to maximize long-term growth and wealth accumulation. It considers factors such as asset allocation, investment selection, and rebalancing to optimize returns over time. By following a well-defined strategy, investors can benefit from compounding returns and potentially achieve their financial goals.

It's important to review and adjust an investment strategy periodically to ensure it remains aligned with changing market conditions and personal circumstances. Consulting with a financial advisor can provide valuable insights and expertise in developing and maintaining an effective investment strategy.

Conclusion

Angel Oak Financial Strategies Income Term Trust (FINS) offers investors an attractive fixed-income investment solution. With its focus on U.S. financial sector debt and selective opportunities in financial sector preferred and common equity, the Fund aims to provide stable current income and potential price appreciation.

Investors should carefully consider their investment objectives and risk tolerance before investing in FINS. It's important to note that a portion of the distribution may come from sources other than net investment income. The final determination of the source and tax characteristics of the distributions will be made after the Fund's fiscal year-end.

By working with Angel Oak Capital Advisors, investors can benefit from the firm's expertise in fixed-income investments, particularly in mortgage-backed securities and structured credit. The experienced investment team at Angel Oak Capital Advisors seeks out the best opportunities to help clients achieve their financial goals.

Whether you're looking for stable income or potential growth, FINS and Angel Oak Capital Advisors can provide the investment solutions you need.

FQA :

Can I invest in Angel Oak Financial Strategies Income Term Trust?

Yes, Angel Oak Financial Strategies Income Term Trust is a closed-end fund that is traded on the New York Stock Exchange under the symbol FINS. Investors can purchase shares of the Fund through their brokerage accounts.

What is the distribution rate for October 2023?

The distribution rate for October 2023 is $0.109 per share. This distribution will be paid on October 31, 2023, to shareholders of record as of October 17, 2023.

What is the investment strategy of Angel Oak Financial Strategies Income Term Trust?

Angel Oak Financial Strategies Income Term Trust primarily invests in U.S. financial sector debt and selective opportunities across financial sector preferred and common equity. The Fund aims to maintain at least 50% of its portfolio in publicly rated investment-grade securities or those judged to be of investment-grade quality.

Are there any tax considerations for the distributions?

A portion of the distributions may be sourced from other than net investment income, such as short-term capital gains, long-term capital gains, or return of capital. The final determination of the source and tax characteristics of the distributions will be made after the Fund's fiscal year-end. Investors will receive a Form 1099-DIV for the calendar year to report the distributions for federal income tax purposes.

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