The Bankers Investment Trust (BNKR) has re-established its trend of long-term outperformance of its benchmark, after a slightly disappointing H218. While the portfolio retains a cyclical tilt, manager Alex Crooke at Janus Henderson Investors has overseen a gradual shift toward more defensive market areas in recent months. The trust’s regional sub-portfolio managers focus on finding well-managed, cash-generative companies whose growing dividends can support BNKR’s own impressive 52
25 Mar 2019
Bankers Investment Trust (The) - Global ‘best ideas’ fund with distinguished record
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Bankers Investment Trust (The) - Global ‘best ideas’ fund with distinguished record
Bankers Investment Trust PLC GBP (BNKR:LON) | 110 0.7 0.5% | Mkt Cap: 1,315m
- Published:
25 Mar 2019 -
Author:
Sarah Godfrey -
Pages:
13
The Bankers Investment Trust (BNKR) has re-established its trend of long-term outperformance of its benchmark, after a slightly disappointing H218. While the portfolio retains a cyclical tilt, manager Alex Crooke at Janus Henderson Investors has overseen a gradual shift toward more defensive market areas in recent months. The trust’s regional sub-portfolio managers focus on finding well-managed, cash-generative companies whose growing dividends can support BNKR’s own impressive 52