Brunner Investment Trust (The) (BUT)

Business description

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 25 March 2008, the benchmark has been a composite of 50% FTSE All-Share and 50% FTSE World Index (ex UK £).

Stock data

Market cap.£308.2m
Last close722.00p
High / Low (52 weeks)739.5p / 565.0p
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

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Company news

The Brunner Investment Trust PLC – May 2017

Fri, 26 May 2017 14:28:38 GMT

Brunner managers refresh trust but deep discount remains

Wed, 01 Apr 2015 15:33:45 GMT

Watching the Tape Move for Brunner Investment Trust PLC (BUT.L)

Fri, 18 Aug 2017 15:00:00 GMT

Allianz Global Investors

Thu, 26 Sep 2013 05:24:46 GMT

Brunner Investment Trust Outperforms Benchmark In First Half

Tue, 18 Jul 2017 14:37:30 GMT

Investment summary

The Brunner Investment Trust (BUT) is a well-established fund investing in a relatively concentrated portfolio of c 70 global equities, aiming to generate long-term growth in capital and income. Over time, the number of holdings has been reduced and the proportion invested in overseas equities has increased. Lucy Macdonald has been sole manager since June 2016, and now uses her bottom-up stock selection process to invest in both UK and overseas companies. BUT’s style balance between growth and value stocks meant that relative performance was maintained during a significant market style shift from growth to value stocks in Q416. BUT has increased its annual dividend in each of the last 45 consecutive years; its current yield of 2.3% compares favourably with its peer group.

Last updated on 03/04/2017

Latest video

Executive Interview - The Brunner Investment trust

Key management

Lucy Macdonald, Fund manager
Carolan Dobson, Non- Executive Director

Company address

155 Bishopsgate
London
EC2M 3AD
United Kingdom
0800 389 4696
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