Bankers Investment Trust (The)

LN: BNKR

Market Cap£1,196m

Last Close 97.3p

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

Soaring inflation, rising interest rates, slowing economic growth and the ongoing war in Ukraine have led to equity market weakness and volatility in 2022. Despite these headwinds, The Bankers Investment Trust (BNKR) has done a decent job relative to other global equity managers in navigating these choppy waters. A key strength of its strategy is regional diversification, providing differing and less correlated drivers of returns than some global equity strategies. For example, Asia has always been a notable feature here versus peers (Exhibit 2) and as Alex Crooke, the fund manager, has been looking to regions where economic growth is likely to be stronger, with Asia and China of particular interest, investors may see exposure to this region increase. In addition, in response to a less benign economic outlook, BNKR’s regional portfolio managers have been rotating out of stocks that could struggle in a tougher economic environment and into more dependable and stable stocks.

Content on Bankers Investment Trust (The)
The Bankers Investment Trust – Navigating through choppy waters ahead
Investment companies | research Update | 22 August 2022
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
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Share price graph
Price performance
%
1m
3m
12m
Actual (7.9) (3.5) (11.7)
Relative* (1.7) 2.0 (6.7)
52-week high/low 125.0p/95.5p
*% relative to local index
Key management
Alex Crooke Fund manager

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