- Total assets £963 million*
- Launch date 1 July 1889
- Average Annual Return 12.1%**
- Annual charge 0.90%***
** Source: Morningstar, performance period 30 June 1985 to 31 October 2016, TR net of fees, GBP
*** As at 30 September 2015, includes: management fee 0.70%, marketing and administration costs
18 Nov, 2016
Better Capital stock story
Better Capital PCC Limited is in exclusive discussions with Shaanxi Ligeance Mineral Resources Co. Limited… Read More
16 Nov, 2016
Dolphin Capital stock story
Dolphin Capital Investments this week announced the sale of its Playa Grande Golf and Resort… Read More
How to invest
Asset Value Investors’ Stocks & Shares ISAs and Share Plans are two ways of enjoying stock market returns through an investment trust. They’re also, in the case of a Stocks & Shares ISA, a tax efficient way of investing.
Stocks and Shares ISA
The Asset Value Investors Stock & Shares Individual Savings Account (ISA) allows you to invest up to £15,240 each tax year.Find out more and apply
The AVI Share Plan is a savings plan which aims to provide a simple way for private investors to purchase shares in the British Empire Trust.Find out more and apply
Innovative Finance ISA
Asset Value Investors Ltd do not offer Innovative Finance ISAs
BTEM had a good month with its NAV rising by 7.2%. A narrowing portfolio discount, in from 31.7% to 30.1%, strong performance from some of the largest positions in the portfolio, and continued Sterling weakness all contributed. Aker was yet again our largest contributor. A combination of solid NAV growth (+4%), a narrowing discount (from […]READ ALL
British Empire Trust p.l.c. (British Empire) is a closed-end investment trust with shares listed on the London Stock Exchange and part of the FTSE 250 index. The investment objective is to achieve capital growth through a focused portfolio of investments, particularly in companies whose share prices stand at a discount to estimated underlying net asset value.
British Empire is managed by Asset Value Investors Limited (AVI). Working closely with British Empire Trust, AVI specialise in seeking positive results from opportunities that others fail to spot.
British Empire Trust 125 Years Book
(hard copies available upon request to UK addresses only)
An investment trust is simply a public limited company that issues shares in exchange for cash from investors. These cash funds are then pooled and reinvested in assets such as other stock market shares, bonds or property.
It’s the role of asset management companies such as AVI to plan and oversee investments on behalf of investment trusts and to ensure they deliver as profitable a return as possible for trust shareholders.What's The Advantage Of Investment Trusts?