Report

The Brunner Investment Trust - A fund for all seasons

The Brunner Investment Trust’s (BUT) lead manager is Allianz Global Investors’ (AllianzGI) Matthew Tillett, who is supported by deputy managers Christian Schneider and Marcus Morris-Eyton. The trust has had three consecutive financial years of outperformance versus its benchmark, a time that has included significant market rallies and setbacks, along with periods of growth and value stock leadership. BUT’s managers invest for the long term, focusing on high-quality, reasonably priced growth companies. Following a period of improved relative performance, the trust’s NAV total return now ranks second out of 17 funds in the AIC Global sector over the last 12 months, is above average over the last three years and is broadly in line over five years.
Underlying
Brunner Investment Trust PLC

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.

Provider
Edison Investment Research
Edison Investment Research

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.

.

Analysts
Pedro Fonseca

Other Reports on these Companies
Other Reports from Edison Investment Research

ResearchPool Subscriptions

Get the most out of your insights

Get in touch