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.£290.7m
Last close681.00p
High / Low (52 weeks)698.0p / 503.0p
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

Allianz Global Investors

Thu, 26 Sep 2013 05:24:46 GMT

Brunner Investment Trust appoints Lucy Macdonald manager

Thu, 23 Jun 2016 15:06:21 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) 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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