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Key facts

  • Total assets £1,003 million*
  • Launch date 1 July 1889
  • Average Annual Return 12.2%**
  • Annual charge 0.90%***
ABOUT THE TRUST * As at 31 August 2017
** Source: Morningstar, performance period 30 June 1985 to 31 August 2017, TR net of fees, GBP
*** As at 30 September 2016, includes: management fee 0.70%, marketing and administration costs

Platforms

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Latest data

British Empire Share Price
SHARE PRICE: 715.00
NAV: 796.19
Premium(+)
Discount(-)
-10.20
Dividend Yield: 1.64
As of 20/10/17 , Currency: GBX

Videos & Podcast

British Empire: trust discounts could narrow further
Joe Bauernfreund interview with Charles Stanley Direct
Joe Bauernfreund interview with Fidelity International

Investment Essentials: A guide to spotting share value Investors Chronicle Published on March 30th 2017

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Current Portfolio News

  • 12 Oct, 2017

    Tetragon

    There were once good reasons for this trust’s 34pc discount – but not anymore… Read More

  • 12 Jun, 2017

    Better Capital stock story

    Better Capital PCC announced completion of the disposal of Gardner Aerospace Holdings for an enterprise… Read More

  • 08 Jun, 2017

    Symphony International stock story

    Questor’s pick today is Symphony International due to the 32% discount as well as the… Read More

  • 12 May, 2017

    DIC Asset stock story

    DIC Asset announced today they have entered into agreements with TLG Immobilien to accept their… Read More

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Price Performance

December 2006 to December 2016

Managers Comment

More comments September

BTEM’s NAV fell by 2.5% in September. Our portfolio has negligible exposure to Sterling assets and so a strengthening Pound meant positive investment returns for the month were swamped by the impact of FX. The Pound rose against all major currencies (3.9% vs USD; 4.5% vs EUR; 6.1% vs JPY; 6.3% vs SEK; 6.2% vs […]

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News and Endorsements

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Case Studies

  • Vietnam Phoenix Fund

    Our position in Vietnam Phoenix Fund is now in the final innings of what has been a very successful investment (in GBP +94% total return, +30% IRR)….Read More

  • Kinnevik

    Stockholm-based Kinnevik is a good example of our strategy which seeks to invest in companies which are trading at a discount to net asset value….Read More

About British Empire

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 BookBritish Empire Trust 125 Years Book
(hard copies available upon request to UK addresses only)

OUR HISTORY

Morningstar Analyst Rating



as at 9 December 2015

Morningstar® Fund Report™ Morningstar® Analyst
Research Report™

What is an Investment Trust?

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?

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