The Bankers Investment Trust provides investors with the opportunity to buy a portfolio of global mega-caps at a 12% discount to Net Asset Value. It is difficult to find an investment trust with such a high-quality portfolio at a similar discount.
The portfolio contains Microsoft, Apple, Accenture and AstraZeneca. Microsoft was one of their best performers in the last half-year period as trust managers increased their holdings and enjoyed a substantial rally in the US tech giant.
The trust also increased holdings in Apple and added McDonald's to the portfolio but sold down their stake ...