Matthew Tillett, lead portfolio manager of The Brunner Investment Trust (BUT), provides an update on the market outlook and recent developments at the trust, which aims to provide investors with a one-stop-shop for global equities. Questions include:
00:55 – Background to Matthew Tillett.
01:40 – Can you summarise the outlook for global equities?
03:59 – How many stocks are in the portfolio and what are the sector and geographical weightings?
06:35 – What have been the recent changes to the portfolio?
09:00 – Please give some examples of companies added to the portfolio.
11:53 – What is the portfolio turnover?
12:42 – What has been the dividend track record?
14:30 – Why is the trust trading at a wide discount to NAV?