The list below provides a summary of news and key stock exchange announcements.
Brunner is now a much more focused global equity proposition compared with mid-2016: there is a single manager, running a single portfolio (rather than one UK and one overseas), performance has improved and the board has paid off the Trust’s longstanding, high-cost debt.
The Trust was positively profiled in Richard Evans’ Questor column. Evans focuses on the benefits to investors of the recent paying off of expensive borrowings, the increased globalisation of the trust and the move from two portfolios to one.
Lucy Macdonald considers how stock selection can cope with momentary unrest in markets and explains how her priority for Brunner is to build a concentrated global equity portfolio of around 70 strongly financed companies with good growth prospects that are trading on sensible valuations.
The Brunner Investment Trust PLC was positively profiled in the Fund Focus column in a piece by Jeff Prestridge. Prestridge focuses on the rarity of the two most powerful positions on a trust’s board – chairperson and investment manager – to be held by females.
Welcome to the latest Investment Trust Update from Allianz Global Investors. In this issue, we are pleased to share with you; what’s new, ISAs – the clock is ticking, inflation busting Investment Trusts, Awards, the rise of platform investing ( and how to choose), and in the news.
Lucy Macdonald, discusses how digitalisation creates one of the biggest challenges for modern investors. She asks how does one appropriately analyse and value companies in the new economy in an article featured in Money Observer and Trustnet on the impact of digitalisation.
The Brunner Investment Trust PLC was positively profiled in the Fund Focus column in a piece by Jeff Prestridge. Prestridge describes the trust as being a “more focused and re-energised fund with a wide appeal to those in search of capital and income growth.”
2017 is a significant year for The Brunner Investment Trust, as Lucy Macdonald explains in this article which first appeared in the Summer 2017 edition of the Alliance Trust Savings publication, ‘Taking Stock’.
The Brunner Investment Trust (BUT) is a well-established fund investing in a relatively concentrated portfolio of c 70 global equities, aiming to generate long-term growth in capital and income.
Under the guidance of the board and the manager, Brunner is evolving gradually from an almost wholly UK investment vehicle holding over 200 stocks, to a more concentrated portfolio of around 80 stocks with far less exposure to the UK then has previously been the case...