Edison Investment Research - Brunner Investment Trust PLC (BUT) The Brunner Investment Trust - A one-stop global equity shop for all weathers

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Edison Investment Research

Pedro Fonseca

The Brunner Investment Trust - A one-stop global equity shop for all weathers

The Brunner Investment Trust (BUT) is led by a very strong team at Allianz Global Investors (AllianzGI). Its two co-managers, Christian Schneider (deputy CIO Global Growth) and Julian Bishop (global equity specialist), are supported by deputy managers Marcus Morris-Eyton (European equity specialist) and Simon Gergel (CIO UK Equities). The trust has notably outperformed its benchmark over each of the last four financial years despite significant market rallies and falls and periods of growth and value stock leadership. BUT’s NAV total return is above the average of the 13 funds in the AIC Global sector over the last one, three and five years (ranking second over three years). The trust has delivered 51 consecutive years of higher dividends plus capital growth for investors.

15/05/2023 1 EN

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.

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GB0001490001 London Stock Exchange United Kingdom

Provider

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.

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Analysts

Pedro Fonseca

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The Brunner Investment Trust - Termination of coverage

Edison Investment Research is terminating coverage on The Brunner Investment Trust (BUT). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant. Previously published reports can still be accessed via our website.

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Edison issues update on The Brunner Investment Trust (BUT): Strong performance record vs benchmark and peers

Edison Investment Research Limited Edison issues update on The Brunner Investment Trust (BUT): Strong performance record vs benchmark and peers 15-Dec-2023 / 09:25 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 15 December 2023 Edison issues update on The Brunner Investment Trust (BUT): Strong performance record vs benchmark and peers The Brunner Investment Trust (BUT) has two co-managers, Christian Schneider (CIO global growth) and Julian Bishop (global growth specialist), who are supported by deputy managers Simon Gergel (CIO ...

December 15, 2023 December 15, 2023 1 EN

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The Brunner Investment Trust - Strong performance record vs benchmark and peers

The Brunner Investment Trust (BUT) has two co-managers, Christian Schneider (CIO global growth) and Julian Bishop (global growth specialist), who are supported by deputy managers Simon Gergel (CIO UK equities, UK dividend and value specialist) and James Ashworth (global growth specialist). BUT may be considered as a ‘fund for all seasons’ given its steady outperformance in recent years in widely different market environments. The trust’s NAV performance also stands out positively compared with its 12 peers in the AIC Global sector, ranking first over the last three years, second over the last ...

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The Brunner Investment Trust - A one-stop global equity shop for all weathers

The Brunner Investment Trust - Termination of coverage

Edison issues update on The Brunner Investment Trust (BUT): Strong performance record vs benchmark and peers

The Brunner Investment Trust - Strong performance record vs benchmark and peers

Basilea Pharmaceutica - Cresemba milestone payments continue to roll in

AAC Clyde Space - Solid start to the year with further order growth

Tinexta - Typical seasonality in Q124

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