| 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 |
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]
The 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]
The 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 |
The Financial Times Stock Exchange 100 Index, also called the FTSE 100 Index, FTSE 100, FTSE, or, informally, the "Footsie", is a share index of the 100 companies listed on the London Stock Exchange with the highest market capitalisation. The index is maintained by the FTSE Group, a subsidiary of the London Stock Exchange Group.
The Unite Group provides purpose built student accommodation (PBSA) across the United Kingdom.
City of London Investment Trust is a large British investment trust dedicated to investments in UK equities. Established in 1861, the company is a constituent of the FTSE 250 Index; it is also listed on the New Zealand Stock Exchange. The chairman is Sir Laurie Magnus, and the manager since 1991 has been Job Curtis. The fund is managed by Janus Henderson.
JP Morgan Emerging Markets Investment Trust is a large British investment trust dedicated to investments in emerging markets. Established in 1991, the company is a constituent of the FTSE 250 Index. The chairman is Alan Saunders.
Mercantile Investment Trust is a large British investment trust dedicated to investments in medium and smaller companies in the United Kingdom. Established in 1884 and headquartered in London; it is a constituent of the FTSE 250 Index. The chairman is Angus Gordon Lennox. It is managed by JPMorgan Chase.
JP Morgan Indian Investment Trust is a large British investment trust dedicated to investments in India. Established in 1994, the company will become a constituent of the FTSE 250 Index, an index of the larger companies on the London Stock Exchange, on 27 September 2022.
Temple Bar Investment Trust is a large British investment trust dedicated to investments in UK securities. Established in 1926, the company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The chairman is Arthur Copple.
Witan Investment Trust plc is a multi-managed, global equity investment trust. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
Rathbones Group Plc is a UK provider of personalised investment management and wealth management services for private investors and trustees. This includes discretionary investment management, unit trusts, tax planning, trust and company management, pension advice and banking services. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
JP Morgan Japanese Investment Trust is a large British investment trust dedicated to investments in Japan. Established in 1955, the company is a constituent of the FTSE 250 Index. The chairman is Chris Samuel.
Fidelity Special Values is an actively managed contrarian British investment trust that aims to achieve long-term capital growth predominantly through investments in UK-listed companies. Established in 1994, the company is a constituent of the FTSE 250 Index. The chairman is Andy Irvine. The fund is managed by Fidelity International.
Herald Investment Trust plc is a large United Kingdom-based investment trust focused predominantly on holdings of quoted small- and mid-cap technology, communications and media companies. Established in February 1994, the company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The fund is managed under the auspices of Herald Investment Management and its chairman is Ian Russell.
Personal Assets Trust is a large British investment trust. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The chairman is Hamish Buchan.
Janus Henderson is a British-American global asset management group headquartered in the City of London, United Kingdom. It offers a range of financial products to individuals, intermediary advisors and institutional investors globally under the trade name Janus Henderson Investors.
European Opportunities Trust PLC is a British investment trust dedicated to investments in securities of European companies and in sectors or geographical areas which are considered by the Investment Manager to offer good prospects for capital growth, taking into account economic trends and business development.
Pantheon International plc is a large British publicly traded private equity fund of funds investment trust. Established in 1987, the company was the first private equity fund-of-funds investment trust and is a constituent of the FTSE 250 Index. It is managed by Pantheon Ventures.The trust is chaired by Sir Laurie Magnus.
Henderson Smaller Companies Investment Trust is a large British investment trust dedicated to investments in smaller companies. Established as The Trustees Corporation in 1887, the company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The chair is Penny Freer.
VinaCapital Vietnam Opportunity Fund is a large British investment trust dedicated to investments in capital markets, private equity, undervalued assets, privatised assets, property and private placements. It is managed by VinaCapital. After transferring from the Alternative Investment Market to a full listing in March 2016, the company went on to become a constituent of the FTSE 250 Index. The Chairman is Huw Evans. Andy Ho is the Managing Director.
Bellevue Healthcare Trust is a large British investment trust dedicated to investments in listed or quoted healthcare companies on a worldwide basis. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
European Smaller Companies Trust, formerly TR European Growth Trust, is a large British investment trust focused on investments in smaller European companies. Established in 1990, the company is a constituent of the FTSE 250 Index, an index of the larger companies on the London Stock Exchange. The company is managed by Janus Henderson and the chairman is Christopher Casey.