Data as at: 13/02/2025

Fund manager benchmark
FTSE World TR GBP

Performance (%)

Return type 1 year 3 years 5 years 10 years
Bankers Investment Trust Share price total return 20.2 15.1 35.4 157.5
Global AIC sector Share price total return 30.5 17.4 64.9 249.2
Bankers Investment Trust NAV total return 15.4 25.8 50.2 170.6
Global AIC sector NAV total return 27.1 27.0 77.3 251.3
Morningstar Developed Markets * Total return 21.8 43.1 75.2 214
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Discrete annual performance (%)

Return type 13/02/20 - 21 13/02/21 - 22 13/02/22 - 23 13/02/23 - 24 13/02/24 - 25
Bankers Investment Trust Share price total return 13.4 5.0 -6.7 1.8 20.2
Bankers Investment Trust NAV total return 12.8 5.8 1.1 5.4 15.4
Morningstar Developed Markets * Total return 11.7 22.4 5.2 11.6 21.8
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* The Morningstar market index is not necessarily the official benchmark of the investment trust, but it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Interactive graph

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