The Bankers Investment Trust (BNKR) is overseen by experienced manager Alex Crooke, who has managed this fund since July 2003. As co-head of global equities at Janus Henderson Investors (JHI) he is ideally placed to make use of the large internal resource to drive top-down asset allocation considerations populated via a selection of six internally managed geographic sleeves. In this note we will update investors on Crooke’s macro views and how this is influencing current portfolio construction. We will also take a closer look at three of the six regional equity sleeves, which account for around 45% of the trust’s assets.
20 Dec 2021
Bankers Investment Trust (The) - Steady as she goes
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Bankers Investment Trust (The) - Steady as she goes
Bankers Investment Trust PLC GBP (BNKR:LON) | 111 1.8 1.5% | Mkt Cap: 1,320m
- Published:
20 Dec 2021 -
Author:
David Holder -
Pages:
10
The Bankers Investment Trust (BNKR) is overseen by experienced manager Alex Crooke, who has managed this fund since July 2003. As co-head of global equities at Janus Henderson Investors (JHI) he is ideally placed to make use of the large internal resource to drive top-down asset allocation considerations populated via a selection of six internally managed geographic sleeves. In this note we will update investors on Crooke’s macro views and how this is influencing current portfolio construction. We will also take a closer look at three of the six regional equity sleeves, which account for around 45% of the trust’s assets.