The Brunner Investment Trust

LN: BUT

£395.3m market cap

926p last close

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 £).

Investment summary

The Brunner Investment Trust (BUT) is managed by Matthew Tillett at Allianz Global Investors (AllianzGI), working alongside deputy managers Jeremy Kent and Marcus Morris-Eyton. All three have positive track records in other funds that they manage, and bring complementary skillsets to the table. Tillett highlights the trust’s quality bias and diverse income stream, which is less dependent on the UK than it used to be. This has been beneficial in 2020 as domestic dividend cuts have exceeded those in other markets, and has helped BUT extend its long-term record of outperformance, particularly versus the broad UK market.

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Share price graph
Price performance
%
1m
3m
12m
Actual 4.8 6.9 16.9
Relative* 2.4 3.4 (4.0)
52-week high/low 926.0p/732.0p
*% relative to local index
Key management
Carolan Dobson Chairman
Matthew Tillett Fund manager

Content on The Brunner Investment Trust

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