Edison Investment Research - Bankers Investment Trust (BIT) Review: Global growth with growing income

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Edison Investment Research

Review: Global growth with growing income

The Bankers Investment Trust (BNKR) is a global investment trust that aims to deliver capital growth in excess of the return on the FTSE All-Share index, as well as growing its dividend by more than the rate of UK inflation. Lead manager Alex Crooke looks after UK stock selection (c 38% of the portfolio) and sets the geographical asset allocation; regional portfolios are run by specialists from Henderson Global Investorsâ€™ well resourced fund management team. While there is no overall â€˜house styleâ€™, all the managers are focused on not overpaying for growth. 12-month returns to 30 June have been particularly strong versus the benchmark and the trust is on track to grow its dividend for a 49th successive year.

13/07/2015 10 EN

Underlying

Bankers Investment Trust

Bankers Investment Trust operates as an investment trust. Co. has a portfolio which comprises mainly investments in large and medium-sized companies.

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GB0000767003 NZX United Kingdom

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Review: Global growth with growing income

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