1,606.00p
+1.01%
Close of 9 Nov 2026, in pence
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About Brunner Investment Trust
Its shares trade on LSE under the ticker BUT.L. It has been listed since 2 January 1986. In the fiscal year to 30 November 2025, it reported net income of £55.6m. At that date it held total assets of £697.4m and shareholders' equity of £667.2m.
Brunner Investment Trust PLC is a GB-based company operating in industry. The Brunner Investment Trust PLC (The Trust) is a United Kingdom-based investment company. The Trust’s investment objective is to provide growth in capital value and dividends for investors over the long term through investing in a portfolio of global and United Kingdom equities. Its benchmark against which performance is 70% FTSE World ex- United Kingdom Index and 30% FTSE All-Share Index. The company aims to achieve a spread of investments across geographies and sectors. The Trust holds approximately 10% of gross assets in a stock at the time of investment and its portfolio consists of at least 50 stocks. The company invests up to 15% of its gross assets in other United Kingdom-listed investment companies. The company invests in various sectors, such as industrials, financials, healthcare, information technology, consumer discretionary, energy, materials, consumer staples, utilities and real estate. Its manager or alternative investment fund manager (AIFM) is Allianz Global Investors GmbH.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- N/A
- Industry
- N/A
- Listed since
- 2 Jan 1986
- Website
- brunner.co.uk ↗
Leadership
Pay as last reported
- Ms. Carolan DobsonNon-Executive Independent Chairman of the Board£52,417
- Mr. Nira MistryCompany Secretary
- Ms. Amanda AldridgeNon-Executive Independent Director£35,600
- Ms. Elizabeth FieldNon-Executive Independent Director£29,200
- Mr. Andrew HuttonSenior Non-Executive Independent Director of the Manager£31,300
- Mr. Jim SharpNon-Executive Independent Director£29,200
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 47
- Environment
- 52
- Social
- 56
- Governance
- 35
- Carbon reduction policy
- No
- Human rights policy
- No
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Brunner Investment Trust PLC has a strong track record of delivering consistent returns to its investors. The company has a diversified portfolio, which helps in mitigating risks and maximizing returns. Its experienced management team possesses deep knowledge of the market and is adept at making informed investment decisions.
- The trust has a well-established brand image and a solid reputation in the investment industry. This enhances the trust's ability to attract new investors and maintain a loyal investor base. Moreover, the company benefits from economies of scale, allowing it to negotiate favorable terms with service providers and maximize operational efficiencies.
Weaknesses
- One potential weakness of Brunner Investment Trust PLC is its dependence on external market factors. Economic downturns or changes in government policies could negatively impact the trust's performance and decrease investor confidence. Additionally, the trust may face challenges in adapting to rapidly changing market conditions and technological advancements.
- The company's success is also closely tied to the performance of the stocks it invests in. If the stock market experiences a downturn, it could result in a decline in the trust's value and returns. Furthermore, the trust may face difficulties in attracting and retaining top talent in a competitive industry.
Opportunities
- Brunner Investment Trust PLC can leverage the growing demand for sustainable investing by incorporating environmental, social, and governance (ESG) factors into its investment strategy. This would attract socially conscious investors and potentially open up new markets.
- The trust can also explore opportunities to expand its product offerings and enter new geographical markets. By diversifying its investments and expanding its client base internationally, the company can reduce its dependency on specific markets and potentially increase its profitability.
Threats
- One of the threats facing Brunner Investment Trust PLC is increased regulatory scrutiny. Regulatory changes or stricter regulations in the investment industry could impact the trust's operations and require additional compliance measures.
- The trust also faces competition from other investment firms and financial institutions. The presence of well-established competitors with strong brand recognition and extensive resources could pose a threat to Brunner Investment Trust PLC's market share and ability to attract new clients.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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