Why invest
A focused approach to investing in global trends
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 Bankers portfolio holds a carefully chosen mix of around 70 companies from around the world. These are selected using insight from across global markets, combining regional expertise with a single, disciplined approach to identify strong investment opportunities.
The team looks beyond short-term market noise to focus on the bigger forces shaping the world – such as technological innovation, demographic change and the energy transition – and invests selectively in companies the team believes are best placed to turn these trends into sustainable profits and growing dividends.
The trust is co-managed by Alex Crooke and Richard Clode, who bring decades of experience in global markets. Having managed the trust for several years, Alex continues to provide valuable insight and continuity, helping to shape its long-term strategy. Richard adds deep expertise in technology – a key strength as innovation and disruption continue to drive growth across global markets.
The team focuses on companies with established and robust business models, which aims to support dividend payments both now and in the future. This disciplined approach has helped guide Bankers to 59 consecutive years of 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?
Global opportunities, carefully selected
Bankers is positioned for a new era – not by chasing trends, but by harnessing them with care and conviction. The team focuses on the long-term forces shaping the world, translating them into a focused portfolio of high-quality companies selected for their potential to generate sustainable profits and support growing dividends.
The result is a strategy built for patient investors – combining global reach with a steady hand and a clear focus on delivering long-term growth alongside a dependable, rising income.
Our very best ideas
Bankers’ focused portfolio of around 70 stocks consists of the portfolio managers’ best ideas for income and capital growth.
The resulting portfolio is more focused than that of most other global investment vehicles or index funds, helping to concentrate on the companies the team believes are best placed to grow and support a steady income over time.
Turning change into resilient income
The trust aims to deliver consistent returns over time, combining a dependable income with the potential for capital growth – supported by a long track record of rising dividends.
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.
A disciplined, long-term approach
The portfolio is built with a clear focus on balance – bringing together opportunities from different industries and regions to help manage risk through changing market conditions.
Alongside this, the trust combines a focus on dependable income with long‑term growth potential, investing in companies with the ability to generate cash and reinvest in their future.
With a disciplined, company‑by‑company approach, the managers aim to navigate market ups and downs while staying focused on delivering steady growth and a reliable, rising income over time.
Manager's perspective
Alex Crooke and Richard Clode, Co-Managers of The Bankers Investment Trust, work with a team of regional experts to build a truly global portfolio.
“Alex: 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 by seeking the best opportunities to grow both income and capital.”
“Richard: We’re building on a strong foundation and looking ahead to the future by tapping into global investment opportunities from major new technology trends like AI – and steering clear of areas facing disruption – we’re focused on delivering long term growth and continuing our track record of dividend growth.”
