The Brunner Investment Trust

LN: BUT

Market Cap£413m

Last Close 968p

BUT aims to provide growth in capital value and dividends over the long term through investing in a portfolio of global equities. Its benchmark is a composite of 70% All-World ex-UK (£) Index and 30% All-Share Index.

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Investment summary

The Brunner Investment Trust’s (BUT) lead manager is Allianz Global Investors’ (AllianzGI) Matthew Tillett, who is supported by deputy managers Christian Schneider and Marcus Morris-Eyton. The trust has had three consecutive financial years of outperformance versus its benchmark, a time that has included significant market rallies and setbacks, along with periods of growth and value stock leadership. BUT’s managers invest for the long term, focusing on high-quality, reasonably priced growth companies. Following a period of improved relative performance, the trust’s NAV total return now ranks second out of 17 funds in the AIC Global sector over the last 12 months, is above average over the last three years and is broadly in line over five years.

Content on The Brunner Investment Trust
The Brunner Investment Trust – A fund for all seasons
Investment companies | research Review | 4 March 2022
Brunner Investment Trust (The) – Approaching 50 straight years of higher dividends
Investment companies | research Update | 27 October 2021
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Sector
Investment companies
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Share price graph
Price performance
%
1m
3m
12m
Actual (6.0) (4.2) (0.6)
Relative* (4.8) (6.7) (3.2)
52-week high/low 1130.0p/942.0p
*% relative to local index
Key management
Carolan Dobson Chairman
Matthew Tillett Fund manager

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