Bankers Investment Trust: July 2023 update

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Archived article Tax, investments and pension rules can change over time so the information below may not be current. This article was correct at the time of publishing, however, it may no longer reflect our views on this topic.

Investment Analyst Aidan Moyle met with lead manager Alex Crooke on the Bankers Investment Trust to discuss how the trust has fared given the volatile environment global investors are facing.

This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.

24 July 2023

Bankers Investment Trust aims to grow income and capital over the longer term by investing in companies from around the globe. The trust’s focus on cash generation means it typically invests in more established companies from developed regions like the US, Europe and Japan. It also has some exposure to emerging markets, as well as smaller companies, both of which are higher risk.

The trust is invested quite differently from the benchmark, so performance can also be different, while it could offer diversification against other globally focused investments. Blending both value and growth companies, the trust could work alongside other investments which have a more distinct style, or simply provide