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.£291.2m
Last close682.00p
High / Low (52 weeks)698.0p / 497.0p
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

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Company news

Brunner managers refresh trust but deep discount remains

Wed, 01 Apr 2015 15:33:45 GMT

Brunner Investment Trust appoints Lucy Macdonald manager

Thu, 23 Jun 2016 15:06:21 GMT

Allianz Global Investors

Thu, 26 Sep 2013 05:24:46 GMT

Alliance Trust pays a special divi - but share price trails

Mon, 09 Mar 2015 18:41:55 GMT

10 investment trusts that have increased dividend payouts for 40 years-plus

Tue, 03 Mar 2015 16:07:30 GMT

Investment summary

The Brunner Investment Trust (BUT) invests in a concentrated global equity portfolio aiming to generate long-term growth in capital and income. Over time the number of stocks has been reduced, resulting in 70 high-conviction holdings selected for their strong fundamentals and attractive valuations. Since June 2016, BUT has been solely managed by Lucy Macdonald. Dividends are paid quarterly; BUT has a progressive policy and annual dividends have increased for the last 44 consecutive years. The current dividend yield of 2.7% compares favourably with sector peers.

Last updated on 29/09/2016

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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