Report

The Brunner Investment Trust - Highest total return versus peers over three years

The Brunner Investment Trust’s (BUT’s) 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). BUT can be considered as a global equity fund for all seasons given its steady trend of outperformance in recent years despite volatile share prices and changes in stock market leadership. The trust stacks up well in both absolute and relative terms with double-digit annual NAV total returns over the last decade and above-average returns within the AIC Global sector over the last one, three and five years. BUT’s dual mandate of income and capital growth means it should appeal to a broad range of investors.
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