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The Bankers Investment Trust PLC

Potential investors must read the latest annual report and where relevant the key information document before investing.


The Bankers Investment Trust has the flexibility to invest in any geographic region and any sector with no set limits on individual country or sector exposures.

The globally diversified portfolio consists of the investment team’s best ideas, investing across six different geographical regions, UK, Europe (ex-UK), North America, Japan, Pacific (ex Japan and China) and China – each managed by a regional specialist.

Past performance does not predict future returns. The value of an investment and the income from it may go down as well as up and you may lose the amount originally invested. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.

Top 10 holdings

Microsoft 4.29%
Accenture 1.98%
KLA 1.84%
American Express 1.70% 1.64%
Visa 1.62%
Toyota Motor 1.48%
Alphabet 1.46%
UnitedHealth Group 1.36%
CME Group 1.34%

Geographical breakdown

The geographic breakdown may not add up to 100% due to rounding.

Sector breakdown

The sector breakdown may not add up to 100% due to rounding.