Overview
The Brunner Investment Trust aims to provide its shareholders with growth in capital and dividends over the long term and to be an efficient and cost-effective way to gain global investment exposure. It aims to invest in high quality UK and international growth companies.
Brunner has an interesting history as it was formed from the Brunner family’s interest in the sale of Brunner, Mond & Co, the largest of the four companies which came to form ICI in 1926
The fund’s website can be found here.
Fundamentals
Price
Research History
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09 Mar 2023
QuotedData's Economic and Political Monthly Roundup March 2023
Economic and Political Monthly Roundup Investment companies | Monthly | March 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
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19 Feb 2021
Interview with Matthew Tillett from The Brunner Investment Trust
In this week’s show, James Carthew talked to Matthew Tillett from The Brunner Investment Trust. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – […]
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22 Mar 2019
QuotedData’s economic roundup – March 2019
QuotedData’s economic roundup – March 2019 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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15 Aug 2018
QuotedData’s Economic round up – August 2018
QuotedData’s Economic round up – August 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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18 Jul 2018
Quarterly Investment Companies Roundup – Second Quarter 2018
QUARTERLY INVESTMENT COMPANIES ROUNDUP – SECOND QUARTER 2018 Global equities markets rose in the second quarter of 2018, Markets were volatile, as positive economic data and encouraging company performances played off against geopolitical concerns. Yields from bond markets rose early in the quarter but fell back as investors turned to ‘safer’ investments. The threat of […]
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11 Jul 2018
QuotedData’s investment companies roundup – July 2018
QuotedData’s investment companies roundup – July 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2018. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised and returned in June Newcomer to the market, Yew Grove […]
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13 Mar 2018
QuotedData's Economic round up - March 2018
QuotedData’s economic round up – March 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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03 Aug 2017
QuotedData’s economic round up – August 2017
QuotedData’s economic round up – August 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
News
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15 Feb 2019
Cost of debt restructuring contributes to Brunner underperformance
Brunner Investment Trust has announced its final results for the year ended 30 November 2018. During the year, Brunner provided an Nav total return of 2.7%, which the trust says a little behind the composite benchmark index (70% FTSE World Ex-UK and 30% FTSE All-Share Index). BUT says its benchmark rose by 4.1% on a total […]
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15 Feb 2018
Brunner – 46 years of dividend growth
Brunner – 46 years of dividend growth. Brunner has announced its final Results for the year ended 30 November 2017. Its NAV total return was 19.5%, which is ahead of its composite benchmark index’s return of 15.1%. In terms of specific drivers of performance, the extract from the annual report released this morning does not […]
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15 Feb 2017
Brunner beats benchmark in 2016
Over the year ended 30 November 2016, Brunner Investment Trust’s NAV increased by 20.2% on a total return basis, outperforming the benchmark which generated a total return of 18% over the period. The total dividend payment for 2016 was upped to 15.8p, an increase of 3.3% on last year. For the majority of its history, Brunner […]
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25 Jul 2016
Brunner considering increasing overseas exposure
Brunner has announced interims covering the six months ended 31 May 2015. The Net Asset Value per ordinary share of the company increased by 2.6% on a total return basis, outperforming the benchmark (50% FTSE All-Share, 50% FTSE World Index (ex UK Sterling), by 0.4%. Earnings increased by 11.3% to 8.9p per ordinary share in the […]
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23 Jun 2016
Lucy Macdonald takes charge of Brunner
The Brunner Investment Trust announced today that Lucy Macdonald, who has been co-managing Brunner since 2005, will become the manager of the Trust from 23 June 2016. This follows the departure of Jeremy Thomas who has been co-managing the Trust with Lucy since 2010. Lucy is Chief Investment Officer, Global Equities at Allianz Global investors […]
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22 Feb 2016
Brunner matches benchmark in 2015
Brunner says that over the course of 2015, on a total return basis, its NAV increased by 1.7%, slightly underperforming its benchmark which returned 1.8%. The total dividend payment for 2015 was 15.3p, an increase of 2.0% on last year. There was no report from the managers in the announcement but, looking at the full annual […]
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29 Jul 2015
Brunner ahead in H1
Brunner’s performance over the six months ended 31 May 2015 was 3% better than its benchmark as it returned 9.8% vs. 6.8% for its composite benchmark (50% FTSE All-Share, 50% FTSE World Index ex UK). The dividend has been increased from 6.1p to 6.4p. The statement says “Performance benefited from positive stock selection in Consumer […]
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18 Feb 2015
Disappointing year for Brunner
Brunner Investment Trust has published its results for the year that ended on 30 November 2014. Over the year the fund’s net asset value total return lagged the return on its benchmark by 3.6% (Brunner’s return was 6.0% and 9.6%). The company’s earnings fell too, by 3.3% to 14.7p. By contrast however the full year dividend […]
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02 Dec 2014
The alternative plays in investment trusts
Source: http://www.moneymarketing.co.uk/news-and-analysis/analysis/the-alternative-plays-in-investment-trusts/2016533.article Income-seeking investors would do well to look at the alternative plays on offer in the investment companies space, such as renewable energy and asset leasing With interest rates held so low for so long, it is not surprising investors have been looking for alternative ways to generate income. That search is only set to […]
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24 Feb 2014
Brunner : BUT - Annual results
Brunner’s final results for the year ended 30 November were released late on Friday 21st. Over the year Brunner’s net asset value rose by 23.2%. 4.% of that return came from the effect of marking its debt to fair value (as the maturity date of its very expensive date draws nearer). The benchmark return was […]
