The Bankers Investment Trust Refocuses Portfolio Strategy

Edison Investment Research Limited has released a report on The Bankers Investment Trust (BNKR), highlighting significant changes in its portfolio strategy. Managed by Alex Crooke, the trust has undergone a strategic review that resulted in the concentration of holdings, decreasing from approximately 170 to 100. This realignment focuses on the best global market ideas, positioning BNKR as a distinctive trust within the AIC's Global sector.

Crooke assures that this shift is not a new strategy but rather a refinement of the existing approach. The focus on valuations remains steadfast. The objective is to enhance capital returns and maintain progressive dividend growth, supported by the board's flexible revenue reserve policy.