{"ticker": {"uuid": "880c79cf-37a1-40da-9f17-62d9e698ae7d", "symbol": "BIT", "name": "Bankers Ord", "exchange": "NZE", "asset_type": "equity"}, "latest_week": "2026-06-12", "summary": "BIT closed the latest completed week at 3.35 NZD. The 4-week return is 1.8% and the 12-week return is 14.2%. Trend Signal is active, Market Dynamics is 1.15.", "description": "The Bankers Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Henderson Investment Funds Limited. It is co-managed by Henderson Global Investors Limited. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in dividend paying value stocks of large and mid-cap companies. It employs fundamental analysis with a bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the FTSE All-Share Index. The Bankers Investment Trust PLC was formed in April 1888 and is domiciled in the United Kingdom.", "setup_signature": "Leadership continuation", "composite_score": "72", "kpis": [{"label": "Latest Close", "value": "3.35 NZD", "hint": "2026-06-12"}, {"label": "1W Return", "value": "-1.5%", "tone": "negative", "hint": "latest completed week"}, {"label": "4W Return", "value": "1.8%", "tone": "positive", "hint": "short-term follow-through"}, {"label": "12W Return", "value": "14.2%", "tone": "positive", "hint": "quarterly tape"}, {"label": "Trend Breadth", "value": "88.5%", "hint": "46 of 52 weeks active"}, {"label": "Volume Ratio", "value": "1.2x", "hint": "vs 13-week average"}], "classification": {"exchange": "NZE", "country": "NZ", "sector": "Financial Services", "industry": "Asset Management", "currency": "NZD", "market_cap": "3.2B"}, "price": {"trend_line": "3.10 NZD", "fair_value": "2.50 NZD", "vs_trend": "8.2%", "vs_fair_value": "33.8%", "high_52": "3.46 NZD", "low_52": "2.57 NZD", "drawdown": "-3.3%", "range_position": "87.4%"}, "momentum": {"returns": [{"label": "1W", "value": -1.4705882352941124, "value_label": "-1.5%", "tone": "negative", "width": 4.201680672268893}, {"label": "4W", "value": 1.8237082066869317, "value_label": "1.8%", "tone": "positive", "width": 5.2105948762483765}, {"label": "12W", "value": 14.197083713280104, "value_label": "14.2%", "tone": "positive", "width": 40.56309632365745}, {"label": "26W", "value": 10.835401157981806, "value_label": "10.8%", "tone": "positive", "width": 30.958289022805165}, {"label": "52W", "value": 28.070392075080598, "value_label": "28.1%", "tone": "positive", "width": 80.201120214516}], "trend_streak": 9, "active_weeks": 46, "active_breadth": "88.5%", "peer": {"scope": "NZ Financial Services", "count": 10, "rank": 10, "percentile": 0.0, "avg_weekly_return": 2.7625339333699235}}, "setup": {"scores": [{"label": "Trend", "value": 79.8076923076923, "value_label": "80", "width": 79.8076923076923, "tone": "positive", "description": "Persistence of active Trend Signal over the last year and current streak."}, {"label": "Momentum", "value": 66.97190421733204, "value_label": "67", "width": 66.97190421733204, "tone": "neutral", "description": "Blend of 4-week and 12-week follow-through."}, {"label": "Dynamics", "value": 69.6665359991934, "value_label": "70", "width": 69.6665359991934, "tone": "positive", "description": "Latest Market Dynamics and whether pressure has improved over four weeks."}, {"label": "Relative Strength", "value": 79.83055617536101, "value_label": "80", "width": 79.83055617536101, "tone": "positive", "description": "Relative leadership and short-term RS change."}, {"label": "Volume", "value": 50.19279355785692, "value_label": "50", "width": 50.19279355785692, "tone": "neutral", "description": "Participation compared with the 13-week volume baseline."}, {"label": "Risk Control", "value": 86.74460019548033, "value_label": "87", "width": 86.74460019548033, "tone": "positive", "description": "Drawdown and recent weekly volatility pressure."}], "timeline": [{"week": "27 Feb", "return": 0.4975137608244213, "return_label": "0.5%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": false, "height": 4.145948006870177}, {"week": "6 Mar", "return": -1.320135506392634, "return_label": "-1.3%", "tone": "negative", "trend": true, "buy_signal": false, "positive_md": false, "height": 11.001129219938617}, {"week": "13 Mar", "return": -0.33441553870832813, "return_label": "-0.3%", "tone": "negative", "trend": true, "buy_signal": false, "positive_md": false, "height": 4}, {"week": "20 Mar", "return": -1.34228503916512, "return_label": "-1.3%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 11.185708659709332}, {"week": "27 Mar", "return": 0.0, "return_label": "0.0%", "tone": "neutral", "trend": false, "buy_signal": false, "positive_md": false, "height": 4}, {"week": "3 Apr", "return": 2.040787107660583, "return_label": "2.0%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 17.00655923050486}, {"week": "10 Apr", "return": 2.666673793475759, "return_label": "2.7%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 22.22228161229799}, {"week": "17 Apr", "return": 3.2467616984943453, "return_label": "3.2%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": false, "height": 27.056347487452875}, {"week": "24 Apr", "return": 0.8510568560439488, "return_label": "0.9%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": true, "height": 7.092140467032906}, {"week": "1 May", "return": 1.250000000000001, "return_label": "1.3%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": true, "height": 10.416666666666675}, {"week": "8 May", "return": -0.4012345679012452, "return_label": "-0.4%", "tone": "negative", "trend": true, "buy_signal": false, "positive_md": true, "height": 4}, {"week": "15 May", "return": 1.9522776572668166, "return_label": "2.0%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": true, "height": 16.268980477223472}, {"week": "22 May", "return": 0.30395136778114856, "return_label": "0.3%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": true, "height": 4}, {"week": "29 May", "return": 3.030303030303033, "return_label": "3.0%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": true, "height": 25.252525252525277}, {"week": "5 Jun", "return": 0.0, "return_label": "0.0%", "tone": "neutral", "trend": true, "buy_signal": false, "positive_md": true, "height": 4}, {"week": "12 Jun", "return": -1.4705882352941124, "return_label": "-1.5%", "tone": "negative", "trend": true, "buy_signal": false, "positive_md": true, "height": 12.25490196078427}]}, "groups": {"sector": {"scope": "NZ Financial Services", "count": 10, "avg_weekly_return": 2.7625339333699235, 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"weekly_return_label": "12.0%", "weekly_return_tone": "positive", "four_week_return": 11.95965417867434, "four_week_return_label": "12.0%", "four_week_return_tone": "positive", "twelve_week_return": 11.95965417867434, "twelve_week_return_label": "12.0%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 25744, "symbol": "RTO", "name": "RTO Limited", "exchange": "NZE", "url": "/terminal/73034e35-056c-4e93-985a-e36b3a419a0b/report/", "weekly_return": 4.651162790697678, "weekly_return_label": "4.7%", "weekly_return_tone": "positive", "four_week_return": 8.870967741935491, "four_week_return_label": "8.9%", "four_week_return_tone": "positive", "twelve_week_return": -8.783783783783774, "twelve_week_return_label": "-8.8%", "twelve_week_return_tone": "negative", "trend_active": false, "positive_md": false, "positive_rs": false}, {"id": 25643, "symbol": "FSF", "name": "Fonterra Shareholders Fund", "exchange": "NZE", "url": "/terminal/815f8f4a-dcae-4dab-8b64-8927934216c4/report/", "weekly_return": 2.121640735502114, "weekly_return_label": "2.1%", "weekly_return_tone": "positive", "four_week_return": 4.0345821325648314, "four_week_return_label": "4.0%", "four_week_return_tone": "positive", "twelve_week_return": 20.89201563492084, "twelve_week_return_label": "20.9%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 25719, "symbol": "NZX", "name": "NZX Limited", "exchange": "NZE", "url": "/terminal/612c477f-fd6c-4091-b42f-b7c98d052930/report/", "weekly_return": 4.104477611940293, "weekly_return_label": "4.1%", "weekly_return_tone": "positive", "four_week_return": 3.3333333333333277, "four_week_return_label": "3.3%", "four_week_return_tone": "positive", "twelve_week_return": 5.681818181818178, "twelve_week_return_label": "5.7%", "twelve_week_return_tone": "positive", "trend_active": false, "positive_md": true, "positive_rs": false}]}, "industry": {"scope": "NZ Asset Management", "count": 3, "avg_weekly_return": 4.203568892960781, "avg_four_week_return": 5.939314839308701, "avg_twelve_week_return": 15.682917842291761, "trend_breadth": 100.0, "positive_md_breadth": 100.0, "positive_rs_breadth": 100.0, "week_rank": 3, "four_week_rank": 3, "twelve_week_rank": 2, "top_peers": [{"id": 25559, "symbol": "AFI", "name": "Australian Foundation Investment Company Limited", "exchange": "NZE", "url": "/terminal/2724ee71-9131-4175-adbe-ab01439ad81c/report/", "weekly_return": 11.95965417867434, "weekly_return_label": "12.0%", "weekly_return_tone": "positive", "four_week_return": 11.95965417867434, "four_week_return_label": "12.0%", "four_week_return_tone": "positive", "twelve_week_return": 11.95965417867434, "twelve_week_return_label": "12.0%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 25643, "symbol": "FSF", "name": "Fonterra Shareholders Fund", "exchange": "NZE", "url": "/terminal/815f8f4a-dcae-4dab-8b64-8927934216c4/report/", "weekly_return": 2.121640735502114, "weekly_return_label": "2.1%", "weekly_return_tone": "positive", "four_week_return": 4.0345821325648314, "four_week_return_label": "4.0%", "four_week_return_tone": "positive", "twelve_week_return": 20.89201563492084, "twelve_week_return_label": "20.9%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 25595, "symbol": "BIT", "name": "Bankers Ord", "exchange": "NZE", "url": "/terminal/880c79cf-37a1-40da-9f17-62d9e698ae7d/report/", "weekly_return": -1.4705882352941124, "weekly_return_label": "-1.5%", "weekly_return_tone": "negative", "four_week_return": 1.8237082066869317, "four_week_return_label": "1.8%", "four_week_return_tone": "positive", "twelve_week_return": 14.197083713280104, "twelve_week_return_label": "14.2%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}]}}, "dynamics": {"market_dynamics": "1.15", "market_dynamics_tone": "positive", "md_4_change": "-13.6%", "relative_strength": "10.60", "rs_4_change": "-24.7%", "expectation": "Positive", "expectation_probability": "56.54%"}, "volume": {"latest": "135.5K", "average_13": "113.4K", "average_52": "99.2K", "ratio_13": "1.2x", "ratio_52": "1.4x"}, "risk": {"volatility_13": "1.5%", "volatility_52": "1.5%", "downside_weeks": 18, "upside_weeks": 32, "downside_breadth": "34.6%", "average_gain": "1.5%", "average_loss": "-1.2%"}, "signals": [{"label": "Trend Signal", "value": "Active", "tone": "positive"}, {"label": "Market Dynamics", "value": "No fresh buy", "tone": "neutral"}, {"label": "Price vs Trend", "value": "8.2%", "tone": "positive"}, {"label": "Volume", "value": "1.2x", "tone": "neutral"}], "opportunities": ["Trend Signal is active with a 9-week active streak.", "Price is above the Trend Line, keeping the weekly tape constructive.", "Price is above Fair Value, showing premium demand versus the model.", "Market Dynamics is positive on the latest completed week."], "risks": ["Latest weekly return ranks in the weaker part of its sector group."], "watch_points": ["Price is close to its 52-week high; watch for continuation or exhaustion.", "Trend Line remains the key weekly regime level.", "Market Dynamics is the pressure gauge to monitor for confirmation or fade.", "A volume ratio above 1.5x would show stronger participation in the next move."], "recent_rows": [{"week": "2026-06-12", "close": "3.35 NZD", "weekly_return": -1.4705882352941124, "weekly_return_label": "-1.5%", "weekly_return_tone": "negative", "trend_line": "3.10 NZD", "fair_value": "2.50 NZD", "market_dynamics": "1.15", "relative_strength": "10.60", "volume": "135.5K", "trend_signal": "On"}, {"week": "2026-06-05", "close": "3.40 NZD", "weekly_return": 0.0, "weekly_return_label": "0.0%", "weekly_return_tone": "neutral", "trend_line": "3.09 NZD", "fair_value": "2.50 NZD", "market_dynamics": "1.17", "relative_strength": "14.64", "volume": "153.7K", "trend_signal": "On"}, {"week": "2026-05-29", "close": "3.40 NZD", "weekly_return": 3.030303030303033, "weekly_return_label": "3.0%", "weekly_return_tone": "positive", "trend_line": "3.07 NZD", "fair_value": "2.49 NZD", "market_dynamics": "1.18", "relative_strength": "14.42", "volume": "67.9K", "trend_signal": "On"}, {"week": "2026-05-22", "close": "3.30 NZD", "weekly_return": 0.30395136778114856, "weekly_return_label": "0.3%", "weekly_return_tone": "positive", "trend_line": "3.06 NZD", "fair_value": "2.48 NZD", "market_dynamics": "1.29", "relative_strength": "13.69", "volume": "66.9K", "trend_signal": "On"}, {"week": "2026-05-15", "close": "3.29 NZD", "weekly_return": 1.9522776572668166, "weekly_return_label": "2.0%", "weekly_return_tone": "positive", "trend_line": "3.05 NZD", "fair_value": "2.47 NZD", "market_dynamics": "1.33", "relative_strength": "14.07", "volume": "106.8K", "trend_signal": "On"}, {"week": "2026-05-08", "close": "3.23 NZD", "weekly_return": -0.4012345679012452, "weekly_return_label": "-0.4%", "weekly_return_tone": "negative", "trend_line": "3.04 NZD", "fair_value": "2.46 NZD", "market_dynamics": "1.11", "relative_strength": "10.62", "volume": "188.2K", "trend_signal": "On"}, {"week": "2026-05-01", "close": "3.24 NZD", "weekly_return": 1.250000000000001, "weekly_return_label": "1.3%", "weekly_return_tone": "positive", "trend_line": "3.03 NZD", "fair_value": "2.45 NZD", "market_dynamics": "0.64", "relative_strength": "12.64", "volume": "224.6K", "trend_signal": "On"}, {"week": "2026-04-24", "close": "3.20 NZD", "weekly_return": 0.8510568560439488, "weekly_return_label": "0.9%", "weekly_return_tone": "positive", "trend_line": "3.02 NZD", "fair_value": "2.44 NZD", "market_dynamics": "0.06", "relative_strength": "13.15", "volume": "135.6K", "trend_signal": "On"}, {"week": "2026-04-17", "close": "3.17 NZD", "weekly_return": 3.2467616984943453, "weekly_return_label": "3.2%", "weekly_return_tone": 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