Bankers Investment Financials
| BNKR Fund | 122.20 1.60 1.33% |
Bankers |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
| Instrument | UK Fund View All |
| Exchange | London Exchange |
| ISIN | GB00BN4NDR39 |
| Business Address | 201 Bishopsgate, London, |
| Fund Family | Capital Markets |
| Fund Category | Financials |
| Benchmark | Dow Jones Industrial |
| Website | www.henderson.com/ukpi/fund/168/the-banker |
| Phone | 44 20 7818 1818 |
You should never invest in Bankers Investment Trust without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Bankers Fund, because this is throwing your money away. Analyzing the key information contained in Bankers Investment's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Bankers Investment Key Financial Ratios
There are many critical financial ratios that Bankers Investment's investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Bankers Investment Trust reports annually and quarterly.| Return On Equity | 0.17 | |||
| Return On Asset | 0.0974 | |||
| Beta | 0.61 | |||
| Last Dividend Paid | 0.027 |
Bankers Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Bankers Investment's current stock value. Our valuation model uses many indicators to compare Bankers Investment value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Bankers Investment competition to find correlations between indicators driving Bankers Investment's intrinsic value. More Info.Bankers Investment Trust is third largest fund in price to book among similar funds. It is fourth largest fund in price to sales among similar funds fabricating about 5.89 of Price To Sales per Price To Book. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Bankers Investment's earnings, one of the primary drivers of an investment's value.Bankers Investment Trust Systematic Risk
Bankers Investment's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Bankers Investment volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Bankers Investment Trust correlated with the market. If Beta is less than 0 Bankers Investment generally moves in the opposite direction as compared to the market. If Bankers Investment Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Bankers Investment Trust is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Bankers Investment is generally in the same direction as the market. If Beta > 1 Bankers Investment moves generally in the same direction as, but more than the movement of the benchmark.
Bankers Investment Thematic Clasifications
Bankers Investment Trust is part of several thematic ideas from Commodities Funds to Hybrid Mix Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasBankers Investment Trust is second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Financials category is currently estimated at about 3.79 Billion. Bankers Investment totals roughly 1.56 Billion in net asset claiming about 41% of all funds under Financials category.Bankers Investment February 27, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Bankers Investment help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Bankers Investment Trust. We use our internally-developed statistical techniques to arrive at the intrinsic value of Bankers Investment Trust based on widely used predictive technical indicators. In general, we focus on analyzing Bankers Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Bankers Investment's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9269 | |||
| Information Ratio | 0.1082 | |||
| Maximum Drawdown | 5.0 | |||
| Value At Risk | (1.31) | |||
| Potential Upside | 1.22 |
Other Information on Investing in Bankers Fund
Bankers Investment financial ratios help investors to determine whether Bankers Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bankers with respect to the benefits of owning Bankers Investment security.
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