Edison update on The Bankers Investment Trust

RNS Number : 2473W

Bankers Investment Trust PLC

21 December 2021

 

London, UK, 21 December 2021

Edison issues update on The Bankers Investment Trust (BNKR)

The Bankers Investment Trust (BNKR) is overseen by experienced manager Alex Crooke, who has managed this fund since July 2003. As co-head of global equities at Janus Henderson Investors (JHI) he is ideally placed to make use of the large internal resource to drive top-down asset allocation considerations populated via a selection of six internally managed geographic sleeves. In this note we will update investors on Crooke's macro views and how this is influencing current portfolio construction. We will also take a closer look at three of the six regional equity sleeves, which account for around 45% of the trust's assets.

BNKR is designed as a 'one-stop shop' for diversified global equity exposure, yet despite its very low cost (ongoing charges of 0.50% in FY20), it is far from an index tracker. The trust is overseen by Janus Henderson's co-head of equities, with its regional portfolios managed by specialists from across the firm, each of whom brings their own expertise and style tilt under the overall umbrella of 'growth at a reasonable price'. With long-run annualised total returns of c 10-15% and a 54-year history of dividend growth, we would argue that BNKR could represent a worthwhile long-term core holding for small and larger investors alike.

Click here to view the full report or   here   to sign up to receive research as it is published.

All reports published by Edison are available to download free of charge from its website

www.edisongroup.com

About Edison: E dison is a leading research and investor relations consultancy, connecting listed companies to the widest pool of global investors. By focusing on the volume and quality of investors reached - across institutions, family offices, wealth managers and retail investors - Edison can create and gauge intent to purchase, even in the darkest pools of capital, and then make introductions via non-deal roadshows, events or virtual meetings.

Having been the first in-market 17 years ago, Edison now has more than 100 analysts covering every economic sector. Headquartered in London, Edison also has offices in New York, Frankfurt, Amsterdam and Tel Aviv and a presence in Athens, Johannesburg and Sydney.

Edison is authorised and regulated by the Financial Conduct Authority .

Edison is not an adviser or broker-dealer and does not provide investment advice. Edison's reports are not solicitations to buy or sell any securities.

For more information, please contact Edison:

David Holder [phone] [e-mail]

Sarah Godfrey [phone] [e-mail]

Learn more at   www.edisongroup.com and connect with Edison on: 

LinkedIn  https://www.linkedin.com/company/edison-group-/

Twitter    www.twitter.com/Edison_Inv_Res  

YouTube  www.youtube.com/edisonitv

 

END

 

 

NRAFEFFISEFSEEE