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The Brunner Investment Trust PLC

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The Brunner Investment Trust aims to provide growth in capital value and dividends over the long term through investing in a portfolio of UK and international securities. Since 25 March 2008, the benchmark has been a composite of 50% FTSE All-Share and 50% FTSE World Index (ex UK £).

Edison has provided research and investor relation services for the Brunner Investment Trust since 2012, when the trust traded at a 16% discount and 4.7% yield. Its research has explained management’s refocus of the portfolio, leading to steadily improving investment performance. Edison has helped the Brunner Investment Trust access a wide range of investors through regular nationwide roadshows and Edison TV interviews. The Brunner Investment Trust’s discount has narrowed significantly and wealth management and retail clients feature notably in the shareholder register.

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Stock data
Reports published 11
Reports read 22,174
No. of countries research read in 56
International roadshows 28
Unique investors met 197
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In an increasingly crowded market for investment products and companies, strong research that explains a trust’s underlying philosophy and key strengths plays an important role in building awareness among private wealth managers. Edison’s focus, which is on distributing research to this group, is a natural fit for quoted investment funds.


"Adam Gent" Head of Northern European Sales Allianz Global Investors for Brunner Investment Trust