Bankers Investment Trust PLC (LON: BNKR) delivered a share-price total return of 21.5%, including reinvested dividends, over the 12 months to 30 September 2026, according to its latest factsheet published by Janus Henderson Investors.
The September 2026 report provides an overview of the trust’s investment performance, portfolio positioning and the factors influencing global equity markets. It examines performance against the FTSE World Index, geographical and sector allocations, key portfolio holdings and the investment decisions contributing to returns.
Fund managers Richard Clode and Alex Crooke also provide commentary on recent market developments, including the influence of artificial intelligence, interest rates and geopolitical uncertainty. Their assessment considers both the challenges facing investors and the longer-term investment themes shaping the trust’s strategy.
For investors looking to understand what has driven recent performance, how the portfolio is positioned and where the managers see future opportunities, the full factsheet below provides further insights, supporting data and the managers’ outlook.
About Bankers Investment Trust
Bankers Investment Trust PLC (LON: BNKR) is a London-listed investment trust managed by Janus Henderson Investors. Established in 1888, the trust provides investors with exposure to a diversified portfolio of companies listed across global equity markets.
Its investment objective is to achieve long-term capital growth exceeding the FTSE World Index while delivering dividend growth above UK inflation, as measured by the Consumer Prices Index (CPI).
The trust invests across multiple geographical regions and industry sectors, combining established international businesses with companies positioned to benefit from long-term economic and technological developments.
Managed by Richard Clode and Alex Crooke, the portfolio follows an actively managed investment approach, focusing on company fundamentals, earnings potential and the sustainability of cash flows, with the dual objectives of capital appreciation and growing shareholder income.
