Bankers Investment Trust (The)


Market Cap£1,323m

Last Close 100.6p

Over the long term, BNKR aims to achieve capital growth in excess of the FTSE World Index and dividend growth greater than inflation, as measured by the UK Consumer Price Index (CPI), by investing in companies listed throughout the world.

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Investment summary

The Bankers Investment Trust (BNKR) has continued to post good returns for investors during the financial year ended October 2021, which also saw the 55th consecutive year of dividend increase. Long tenured lead manager Alex Crooke oversees a team of in-house regional managers, allocating capital on the basis of where he sees attractive fundamentals. Over the past 12 months the allocation to European and Pacific ex-Japan equities has been increased on the basis of attractive valuations and the prospects for dividend growth. In addition, part of Crooke’s remit is to decide upon the level of gearing, which has risen on the back of new long-term structural borrowings secured in July 2021. The manager anticipates the recent spike in global inflation will moderate but is likely to persist at 2–4%, which he feels is supportive for long-term equity market returns.

Content on Bankers Investment Trust (The)
The Bankers Investment Trust – Another solid year of growth in capital and income
Investment companies | research Review | 15 February 2022
The Bankers Investment Trust – Steady as she goes
Investment companies | research Update | 20 December 2021
The Bankers Investment Trust – Core option with solid long-term track record
Investment companies | research Review | 30 July 2021
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Share price graph
Price performance
Actual (6.3) (10.3) (10.3)
Relative* (2.8) (7.9) (12.0)
52-week high/low 125.0p/98.5p
*% relative to local index
Key management
Alex Crooke Fund manager

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