The Brunner Investment Trust

LN: BUT

Market Cap£435m

Last Close 1020p

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 21 March 2017, the benchmark has been a composite of 30% FTSE All-Share and 70% FTSE World Index (ex UK £).

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Investment summary

The Brunner Investment Trust (BUT) is managed by Matthew Tillett at Allianz Global Investors (AllianzGI), along with deputy managers Christian Schneider and Marcus Morris-Eyton. Tillett is confident that the trust’s shares can trade at a narrower discount to NAV following the exit of a major shareholder, which had acted as an overhang since 2016. He suggests that ‘now is a great opportunity to buy a solid reliable trust that has delivered good performance over the long term’. The manager says that BUT has a ‘philosophy and process that is tried and tested’ with the fund offering investors ‘high quality, large, liquid companies at attractive valuations’. He believes that the trust is well positioned to benefit in an environment where investors place a greater emphasis on the quality and strength of company fundamentals.

Content on The Brunner Investment Trust
The Brunner Investment Trust – fund manager interview
Investment companies | Edison TV | 25 March 2021
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Sector
Investment companies
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Share price graph
Price performance
%
1m
3m
12m
Actual (1.9) 1.5 29.3
Relative* (5.1) (3.1) 4.1
52-week high/low 1085.0p/763.0p
*% relative to local index
Key management
Carolan Dobson Chairman
Matthew Tillett Fund manager

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