Bankers Investment Trust is a large British investment trust dedicated to investments in major international businesses, particularly FTSE 100 companies.[2] The company is a constituent of the FTSE 250 Index.[3]
| Company type | Public company |
|---|---|
| Industry | Investment Management |
| Founded | 1888 in London, UK |
| Headquarters | London, United Kingdom |
Area served | Worldwide |
Key people | Susan Inglis (Chairwoman) Alex Crooke (Investment Manager) |
| AUM |  GBP £1.6 Billion (31 January 2024)[1] |
| Website | Official site |
History
editThe company was incorporated in 1888. Seven of the directors at that time were bankers, so it was named Bankers Investment Trust. Following financial difficulties in the Australian banking sector, it was unable to pay dividends in 1892 and 1893.[4] It was first listed on the London Stock Exchange in 1957.[5]
Investment activity
editThe company is managed by Alex Crooke of Janus Henderson,[5] and the chairman is Susan Inglis who was appointed in September 2018.[6]
The company's largest investments as at 31 October 2022 were as follows:[7]
| Ranking | Company | Valuation (£'m) |
|---|---|---|
| 1 | ADP | 40.1 |
| 2 | Berkshire Hathaway | 33.3 |
| 3 | Oracle | 29.8 |
| 4 | Roper Technologies | 29.0 |
| 5 | American Express | 28.9 |
References
edit- ^ "Bankers Investment Trust". Janus Henderson. Retrieved 12 February 2024.
- ^ "Bankers Investment Trust". Trust.net. Retrieved 3 March 2020.
- ^ "FTSE 250 Index Factsheet". FTSE Russell. Retrieved 22 August 2022.
- ^ "Anglo-Australian Notes". The Age (Melbourne). 17 June 1892. Retrieved 16 February 2023.
- ^ a b "Bankers Investment Trust". Collins Sarri Statham. Retrieved 27 September 2022.
- ^ "Bankers Investment Trust announces Sue Inglis as next Chair of the Board of Directors". Talent 4 Boards. 26 September 2018. Retrieved 3 March 2020.
- ^ "Annual Report 2022" (PDF). Bankers Investment Trust. Retrieved 16 February 2023.