The Bankers Investment Trust PLC

The Bankers Investment Trust PLCverified

BNKR.L

Price:

$111.4

Market Cap:

$1.29B

The Bankers Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Henderson Investment Funds Limited. It is co-managed by Henderson Global Investors Limited. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in dividend paying value stocks of large and mid-cap companies. It employs fundamental analysis with a bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the FTSE All-Share Index. The Bankers Investment Trust PLC was formed in April 1888 and is domiciled in the United Kingdom.[Read more]

Industry

Asset Management

IPO Date

2021-03-01

Stock Exchange

LSE

Ticker

BNKR.L

The ROE as of September 2024 (TTM) for The Bankers Investment Trust PLC (BNKR.L) is 15.92%

According to The Bankers Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is 15.92%. This represents a change of 328.12% compared to the average of 3.72% of the last 4 quarters.

The Bankers Investment Trust PLC (BNKR.L) Historical ROE (quarterly & annually)

How has BNKR.L ROE performed in the past?

The mean historical ROE of The Bankers Investment Trust PLC over the last ten years is 7.52%. The current 15.92% ROE has changed 111.79% with respect to the historical average. Over the past ten years (40 quarters), BNKR.L's ROE was at its highest in in the April 2021 quarter at 15.34%. The ROE was at its lowest in in the October 2022 quarter at -6.54%.

Quarterly (TTM)
Annual

Average

7.52%

Median

6.34%

Minimum

-13.17%

Maximum

20.83%

The Bankers Investment Trust PLC (BNKR.L) ROE by Quarter and Year

Discovering the peaks and valleys of The Bankers Investment Trust PLC ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 1.42%

Maximum Annual ROE = 20.83%

Minimum Annual Increase = -163.22%

Minimum Annual ROE = -13.17%

Quarterly (TTM)
Annual
YearROEChange
20234.84%-136.76%
2022-13.17%-163.22%
202120.83%340.42%
20204.73%-56.47%
201910.87%1.42%
20180.71%-95.55%
201716.06%-13.62%
201618.59%137.28%
20157.83%101.86%
20143.88%-81.95%

The Bankers Investment Trust PLC (BNKR.L) Average ROE

How has BNKR.L ROE performed in the past?

The current ROE of The Bankers Investment Trust PLC (BNKR.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

4.17%

5-year avg

5.62%

10-year avg

7.52%

The Bankers Investment Trust PLC (BNKR.L) ROE vs. Peers

How is BNKR.L’s ROE compared to its peers?

The Bankers Investment Trust PLC’s ROE is less than The City of London Investment Trust plc (9.70%), less than Alliance Trust PLC (26.04%), less than Murray International Trust PLC (16.14%), less than Caledonia Investments plc (7.21%), less than Witan Investment Trust plc (23.49%),

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Frequently asked questions❓

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