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31/08/2023

What just happened? – A look back at the year so far

In this latest podcast, we ask “what just happened” in the first half of 2023 and what did we learn as investors? Whilst there were quite benign returns in sterling terms, underneath the surface there was plenty of drama with a reversal of what happened in 2022 – tech roared back strongly from its lows and the 2022 winners like oil and gas resumed their longer-standing underperformance of recent years. After something of a frenzy in May and June, and associated predictions of the end of the world as we know it, is some of the hype surrounding AI now abating – and what does that mean for markets?

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10/10/2023

From the Connected Investor podcast episode: What just happened? - A look back at the year so far

Connected Investor Takeaway - What is your outlook for technology companies that have benefitted from the AI boom this year?

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Welcome to The Brunner Investment Trust

Seeking out the best opportunities for growth and reliable dividends wherever they may be, The Brunner Investment Trust invests in companies all over the world. Brunner aims to provide investors with growth in capital and dividends over the long term. We measure the Trust’s performance against the benchmark index (70% FTSE World ex-UK Index and 30% FTSE All-Share Index). aic - dividend hero and aic - shareholder communication wards 2021 winner logos

New to The Brunner Investment Trust?

Watch Co-lead Portfolio Manager Julian Bishop in this 2 minute video for a brief intro to Brunner, and then click below to read more.

 

Our History

The Brunner Investment Trust PLC (Brunner) 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 Imperial Chemical Industries (ICI) in 1926. Today, Brunner shares are available for everyone to buy and are widely held by both private and institutional investors.

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Portfolio and Performance

Click here for detailed information about the Trust’s portfolio and its past performance, including the most recent month-end commentary. Please remember that past performance is not a reliable indicator of future returns.

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Dividends

50 Consecutive Years of Dividend Growth

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    The Trust seeks to enhance returns for its shareholders through gearing, in the form of long-term, fixed rate debentures. Gearing can boost the Trust’s returns when investments perform well, though losses can be magnified when investments lose value. You should be aware that this Trust may be subject to sudden and large falls in value and you could suffer substantial capital loss.

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