Why invest
A sophisticated approach to global investing, made effortless
The Bankers Investment Trust aims to bring together the best stock investment ideas from across the globe into one portfolio.
It has a long history of providing growth and income returns for its shareholders through the peaks and troughs of the economy and markets.
The Banker’s portfolio holds a carefully chosen mix of around 100 companies from around the world. These are selected by four regional experts who each focus on a specific part of the global market. They use local knowledge and research to find strong investment opportunities. The trust is co-managed by Alex Crooke and Richard Clode, who both have decades of experience in global equities. Having managed the trust for several years, Alex continues to offer valuable insight and continuity, helping to shape its long-term strategy. Richard adds deep expertise in technology – a key strength as innovation, particularly in the US, continues to drive growth across global markets. With Banker’s, shareholders benefit from specialist insight into global markets.
The trust’s regional stock pickers look for companies with robust business models that could support dividend payments now or in the future. This focus has helped guide Bankers to 58 years of consecutive dividend growth.*
Marketing Communication. 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. Past performance can be viewed here.
Why choose The Bankers Investment Trust?
Regional expertise in a global structure
The Bankers Investment Trust offers an exclusive range of global insights in a single investment.
The trust’s experts give a unique perspective on the markets they understand best. Meanwhile, Bankers’ lead fund managers, Alex Crooke and Richard Clode, monitor the global investment outlook. In turn, they dynamically allocate money between the regions and manages overall portfolio risk.
Investors get the benefits of local expertise, with the oversight of a manager with global experience.
Our very best ideas
Bankers’ focused portfolio of around 100 stocks consists of the portfolio managers’ best ideas for income and capital growth. The regional portfolios are deliberately different to the single region funds on offer elsewhere, typically holding fewer stocks.
The resulting portfolio is more focused than that of most other global investment vehicles or index funds.
Follow the cash
The trust aims to offer consistent returns to its shareholders over time – with dividend payments and capital growth both contributing. The trust has achieved 58 consecutive years of dividend growth.*
To achieve this, the portfolio managers look to businesses with established business models that generate cash. This cash can then be used to invest in their own growth and to fund future dividend growth.
Considered investing
The trust’s portfolio is diversified across sector and geography. The aim of this is to mitigate some of the risk of investing in equities.
Elsewhere, the trust’s income offers investors a regular source of return, while the goal of its capital growth is to fuel inflation-beating investment returns over the long term. The trust’s managers take a careful approach to stocks and shares, seeking to limit investment volatility.
Manager's perspective
Alex Crooke, Fund Manager of The Bankers Investment Trust, works with an expert team of regional experts to build a truly global portfolio.
“From its founding in 1888, Bankers was created to give smaller investors access to global investment opportunities, lowering the cost of investment and managed by professional investors. We’re still following those principles today. Our portfolio managers are experts in their markets, investing locally and seeking the best opportunities to grow both income and capital.”
– Alex Crooke, Fund Manager
