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Bankers Investment Trust (The) (LSE: BNKR)

Last close As at 01/11/2024

GBP1.11

▲ −0.60 (−0.54%)

Market capitalisation

GBP1,270m

The Bankers Investment Trust (BNKR) aims, over the longer term, to achieve capital growth in excess of a global developed markets index and annual dividend growth greater than UK CPI inflation, by investing in companies listed throughout the world. BNKR has one of the longest records of year-on-year dividend growth for an investment trust. It is listed on the London Stock Exchange with a secondary listing in New Zealand.

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Investment Companies | audiovisual

The Bankers Investment Trust in 60 seconds

Investment Companies | Review

The Bankers Investment Trust — Greater investment flexibility may boost returns

Investment Companies | Review

Bankers Investment Trust (The) — Most regional portfolios outperformed in H123

Investment Companies | Update

The Bankers Investment Trust — Well positioned for the current environment
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Equity Analyst

Joanne Collins

Joanne Collins

Analyst, Investment Trusts

Key Management

  • Alex Crooke

    Fund manager

Share Price Performance

Price Performance
% 1M 3M 12M
Actual (1.4) (5.3) 18.5
Relative 0.3 (2.0) 5.7
52 week high/low 117.2p/94.6p

Overview

The Bankers Investment Trust (BNKR) focuses on cash-generating companies and FY23 (ended 31 October 2023) was its 57th consecutive year of dividend growth. Dividends rose by 10%, maintaining the trust’s track record of above inflation dividend growth over the long term. The board expects dividends to rise by at least 5% in FY24. While this is commendable, BNKR’s recent relative total return performance has been adversely affected by its lack of exposure to most of the so-called Magnificent Seven US tech stocks, which the manager, Alex Crooke, has avoided as they do not pay dividends. However, BNKR’s board has recently indicated that it will adopt a more flexible approach to using revenue reserves. This will enable the manager to invest in a broader pool of investments. This greater flexibility has the potential to deliver better capital returns, while ensuring the trust keeps delivering progressive dividend growth.

Research

Review

Investment Companies

The Bankers Investment Trust — Greater investment flexibility may boost returns

Review

Investment Companies

Bankers Investment Trust (The) — Most regional portfolios outperformed in H123

Investment Companies

audiovisual

The Bankers Investment Trust in 60 seconds

Update

Investment Companies

The Bankers Investment Trust — Well positioned for the current environment
business-man-handshake-with-effect-global-world-map-network-link-connection-graph-chart-stock-market-graphic-diagram

Update

Investment Companies

The Bankers Investment Trust — Maintaining a defensive tilt

Update

Investment Companies

Bankers Investment Trust (The) — Navigating through choppy waters ahead

Review

Investment Companies

The Bankers Investment Trust — Another solid year of growth in capital and income
business-man-handshake-with-effect-global-world-map-network-link-connection-graph-chart-stock-market-graphic-diagram

Update

Investment Companies

The Bankers Investment Trust — Steady as she goes

Review

Investment Companies

The Bankers Investment Trust — Core option with solid long-term track record

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Investment Companies

The Bankers Investment Trust – executive interview

Review

Investment Companies

The Bankers Investment Trust — Quality-focused global growth and income fund
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