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The Brunner Investment Trust

LN: BUT

£326.6m market cap

765p 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 now managed by Matthew Tillett at Allianz Global Investors (AllianzGI), who worked closely with his predecessor Lucy Macdonald as co-manager on the fund for four years, with a particular focus on income generation. He is able to draw on the well-resourced investment team at AllianzGI, including BUT’s new deputy managers Jeremy Kent and Marcus Morris-Eyton. Tillett says BUT offers a balance between growth and income, having provided investors with consistent capital appreciation over the long term, pays an attractive yield and has a distinguished record of 48 years of consecutive annual dividend increases. He believes we are in an exciting part of the cycle, where there are extremely interesting investment opportunities for those with a disciplined approach.

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Share price graph
Price performance
%
1m
3m
12m
Actual 1.2 (4.4) (4.6)
Relative* 0.5 1.7 16.0
52-week high/low 926.0p/576.0p
*% relative to local index
Key management
Carolan Dobson Non- Executive Director
Lucy Macdonald Fund manager

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