Main menu
Edison Group
  • Home
  • Equities

    Equities

    View All Equities

    Equities by Sector

    Biodexa Pharmaceuticals

    MCap

    USD6m

    Last close

    USD1.30

    ▲ 0.58 (79.31%)

    Pharnext

    MCap

    1m

    Last close

    EUR0.10

    ▲ 0.03 (42.86%)

    MGI – Media and Games Invest

    MCap

    EUR235m

    Last close

    EUR1.50

    ▲ 0.35 (30.21%)

  • Sectors

    Sectors

  • Investment Strategy

    Investment Strategy

    View All

    Latest

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

Executive Interview – The Brunner Investment Trust

Executive Interview – The Brunner Investment Trust

The Brunner Investment Trust — 8 videos in collection

More on this equity

The Brunner Investment Trust (LSE.BUT) was created in 1927, initially to manage the wealth of the Brunner family, one of the founding families of industrial giant ICI. It invests in UK and overseas equities and is managed by Lucy Macdonald and Jeremy Thomas at Allianz Global Investors. Its aim is to achieve long-term growth in capital and income. Dividends are paid quarterly and have risen year-on-year for 43 years. Over recent years the portfolio has become more concentrated, with c 80-90 stocks rather than 100+ and the focus on the UK has been reduced, a move reflected in the change in benchmark in 2008 from 60% UK/40% world ex-UK to a 50/50 split. The UK weighting – currently just under 40% – could fall further over time as the managers seek to diversify.

< Previous
Next >

You may also be interested in these:

Investment Companies

Matthew Tillett, The Brunner Investment Trust – Edison’s bull/bear game

Investment Companies

The Brunner Investment Trust - fund manager interview

Subscribe to Edison

Get access to the very latest content matched to your personal investment style.

Sign up for free