Thornburg Income Builder Opportunities Trust filings document the regulatory record of a Delaware statutory trust organized as a closed-end management investment company. Its proxy statements cover annual shareholder meetings, voting procedures, meeting proposals and governance matters submitted to holders of the trust’s shares.
The filing record also provides formal disclosure around the trust’s closed-end fund structure, shareholder communication process, SEC-filed proxy materials and recurring governance obligations associated with a listed investment company managed within the Thornburg fund complex.
Thornburg Income Builder Opportunities Trust is asking shareholders to elect one Class I trustee at its Annual Meeting on March 11, 2026, at its Santa Fe offices. The sole nominee, independent trustee Anne W. Kritzmire, would serve until the 2029 annual meeting.
The Board, which includes three independent trustees and one interested trustee, unanimously recommends a vote in favor of Kritzmire. The proxy statement also outlines board committee roles, trustee qualifications, compensation for independent trustees, major institutional shareholders of the 31,081,883 common shares outstanding as of January 16, 2026, and audit fees paid to PricewaterhouseCoopers LLP.
Thornburg Income Builder Opportunities Trust reports strong results for the year ended September 30, 2025, highlighting solid income and total return for shareholders. The Trust’s common shares returned 16.44% at net asset value and 19.26% at market price over one year, outperforming its 25% bond / 75% global equity blended index, which returned 13.59%.
Since inception on July 28, 2021, annualized returns were 8.43% at NAV and 6.78% at market. Net assets reached $680.5 million, with net asset value per share rising to $21.21. Net investment income was $28.5 million, and total net gains from investments and derivatives were $69.2 million, supporting $40.1 million in distributions to common shareholders during the year.