- Total assets £961 million*
- Launch date 1 July 1889
- Average Annual Return 12.2%**
- Annual charge 0.90%***
** Source: Morningstar, performance period 30 June 1985 to 31 January 2017, TR net of fees, GBP
*** As at 30 September 2016, includes: management fee 0.70%, marketing and administration costs
30 Jan, 2017
JPEL Private Equity stock story
JPEL Private Equity Limited announces that its 10th largest underlying investment, Innovia, is set to… Read More
30 Jan, 2017
Symphony International Holdings stock story
Symphony International Holdings Limited announces share buyback programme. British Empire Trust holding Symphony International Holdings… Read More
18 Nov, 2016
Better Capital stock story
Better Capital PCC Limited is in exclusive discussions with Shaanxi Ligeance Mineral Resources Co. Limited… 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
The first month of the new year saw BTEM’s NAV increase by 1.6%. Markets started the year on a positive foot, and events at our top holdings as well as Sterling weakness against all major currencies (excepting the US dollar) acted as tailwinds for BTEM. Symphony was our largest contributor over January, adding 60bps to […]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?