Will your retirement income go as far as you’d like?

We all want our retirement income to be enough for the life we’d like. That means an income that has the potential to increase over time, keeping up with rising living costs – and with the resilience to ride out any difficult economic conditions along the way.

The Brunner Investment Trust is not restricted to any one country or sector. Instead, we invest in companies all over the world, seeking out the best opportunities for growth and reliable dividends wherever they may be. As an investment trust, Brunner enjoys other advantages too, such as being able to draw on revenue reserves to support dividend payments in tough times. Our global approach and this ability to manage payouts have enabled Brunner to pay rising dividends to our shareholders for 43 consecutive years, although past performance is no guide to the future.


The UK and beyond in a single portfolio

We believe that it’s the quality of the company that matters, not its location – so through Brunner, investors can access a spread of high-quality growth companies operating in different sectors and countries in a single portfolio.

The Trust was established in 1927 as a result of the Brunner family’s sale of Brunner Mond & Co, the largest of the four companies which became ICI. The family remain significant shareholders today as the trust continues to provide an efficient and cost-effective way to gain global investment exposure through a single, well-managed vehicle.

Managed by global CIO Lucy MacDonald, the trust favours large, well-financed businesses with global reach, pricing power and brand strength.

Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors may not get back the full amount invested. Past performance is not a reliable indicator of future returns. A ranking, a rating or an award provides no indicator of future performance and is not constant over time.