- Improving performance under sole manager
The Brunner Investment Trust (BUT) aims to generate long-term growth in capital and income from a portfolio of high-quality global equities. Over time the exposure to overseas stocks has increased, providing a broader opportunity to generate income and capital growth, and the number of holdings has been reduced. Since June 2016, BUT has had a single manager, Lucy Macdonald, who has refined the UK stock selection process in line with that for overseas companies. Under her sole tenure, the trust has outperformed the composite benchmark by more than 4pp. BUT has a distinguished record of dividend growth; annual dividends have increased for the last 45 consecutive years and the current yield is 2.3%.Brunner Investment Trust is an investment trust company. Co. provides shareholders with growth in capital value and dividends over the long term through investing in a portfolio of global and U.K. equities. Co. provides a one stop shop for investors looking for a global portfolio of equities. The manager or alternative investment fund manager, Allianz Global Investors GmbH, is an asset manager with in-house research teams around the globe, managing assets for individuals, families and institutions worldwide.
Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.
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