Edison Investment Research - Brunner Investment Trust PLC (BUT) The Brunner Investment Trust - An ‘all-weather’ fund for global investors

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Edison Investment Research

Pedro Fonseca

The Brunner Investment Trust - An ‘all-weather’ fund for global investors

The Brunner Investment Trust (BUT) has welcomed another experienced manager into its team. Julian Bishop joined Allianz Global Investors (AllianzGI) on 1 November 2022, following the departure of Matthew Tillett. He is working alongside BUT’s lead portfolio manager, Christian Schneider, and deputy portfolio managers Marcus Morris-Eyton and Simon Gergel. Schneider says that the trust has a key focus on quality, with the team aiming to outperform BUT’s global/UK composite benchmark in all market environments. The trust is on track for its 51st consecutive year of higher annual dividends and currently offers a 2.1% yield.

30/11/2022 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 ...

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

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The Brunner Investment Trust - An ‘all-weather’ fund for global investors

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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