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We don’t sit on the sidelines
We actively engage
in our investments

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Key facts

  • Total assets £976 million*
  • Launch date 1 July 1889
  • Average Annual Return 12.3%**
  • Annual charge 0.90%***
ABOUT THE TRUST * As at 31 March 2017
** Source: Morningstar, performance period 30 June 1985 to 28 February 2017, TR net of fees, GBP
*** As at 30 September 2016, includes: management fee 0.70%, marketing and administration costs

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Latest data

British Empire Share Price
SHARE PRICE: 671.00
NAV: 757.17
Premium(+)
Discount(-)
-11.38
Dividend Yield: 1.74
As of 27/04/17 , Currency: GBX

Videos & Podcast

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

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    JPEL Private Equity stock story

    JPEL announced today they will return $90 million to shareholders.  This equates to 18.7% of… Read More

  • 12 Apr, 2017

    Better Capital stock story

    After having entered into exclusive discussions in November 2016, Better Capital PCC limited has now… Read More

  • 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

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Price Performance

December 2006 to December 2016

Managers Comment

More comments March

BTEM’s NAV increased by a subdued 0.5% in March as Sterling strength and a widening portfolio discount (26.1% from 24.9%) acted as headwinds to performance. Wendel, Jardine Strategic, Investor AB, Pargesa, Exor, Digital Garage, and NB Private Equity Partners were the largest contributors; Hudson’s Bay, Symphony, Aker, and Adler all detracted from returns. Jardine Strategic […]

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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

  • Hudson's Bay

    Toronto-based Hudson’s Bay Company (“HBC”) is a good example of our strategy which seeks to find hidden value in companies with an understanding as to….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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