The Brunner Investment Trust


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Whatever your goals, Wherever there's opportunity, There's Brunner

Overview

Managed by Allianz Global Investors, The Brunner Investment Trust is not restricted to any one country or sector and has been investing for the long term since 1927. Brunner invests in companies all over the world, seeking out the best opportunities for growth and reliable dividends wherever they may be.

Supported by its experienced co-lead Portfolio Managers, Julian Bishop and Christian Schneider, Brunner combines investment expertise across the globe with a proven track record of performance, making it a reputable choice for those seeking exposure to global equities.

Inside Brunner Investment Trust: A Conversation with Julian Bishop

Get to know Co-lead Portfolio Manager Julian Bishop and discover the story behind Brunner Investment Trust. Learn about Julian's journey from geography student to global investor, and explore Brunner's distinctive "all-weather" investment philosophy. Discover how this AIC Dividend Hero, established in 1927, has delivered long-term capital growth and rising dividends through a balanced, resilient approach to global equity investing.

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History

Established in 1927 by Sir John Brunner, a founder of British chemical company Brunner Mond, the Trust was initially created to manage the Brunner family’s wealth following the sale of their interests in the company. Over time, it broadened its shareholder base and evolved into an equity-focused investment trust, gaining a reputation for delivering consistent returns through various economic cycles.

Although The Brunner Investment Trust has an established history, it remains committed to seeking out the best investment opportunities from listed companies anywhere in the world. The Trust’s managers also ensure that the decisions they make consider environmental, social, and governance (ESG) factors .

Read more about Brunner’s fascinating history

Investment capabilities / approach

The Brunner Investment Trust is an actively managed diversified portfolio, where its portfolio managers constantly make long-term strategic investment decisions. The Trust is not restricted by country or industry, so can seek out what they believe should be the best opportunities for growth and income, wherever they may be.

The Trust’s key capabilities include:

  • Global access to companies with long-term growth potential: the Trust is not restricted to any one country or sector and seeks out the best opportunities for growth and reliable dividends wherever they may be.
  • Comprehensive investment approach: covering all sectors and countries ensuring diversified exposure and a broad range of investment opportunities.
  • Expert management: the Trust is led by a skilled team that focuses on professional oversight and strategic decision-making.
  • 52 consecutive years of dividend growth: although income is not guaranteed and could go down as well as up, the Trust has paid increasingly higher dividends to its shareholders year-on-year for the past 52 years.
  • A balanced approach to investing: the Trust combines a history of careful investing with an adaptable strategy to create shareholder value and achieve long-term objectives.

Meet the Team

Brunner is managed by co-lead Portfolio Managers, Julian Bishop and Christian Schneider, who between them have over 50 years of portfolio management experience. You can find out more about them, and about The Brunner Investment Trust’s Board of Directors.

Find out more

How to Invest

Looking to invest? If you’re interested in investing but not sure how to go about buying shares, we’re happy to guide you through your options. In brief, you can invest in the Trust by purchasing shares through:

  • an investment platform operated by a third-party provider
  • a stockbroker
  • or a financial adviser

Find out more

ESG

At Brunner, our portfolio managers incorporate Environmental, Social, and Governance (ESG) factors into their research process to help identify potential risks and opportunities. By considering ESG analysis alongside other key factors, we aim to make informed investment decisions while managing a comprehensive view of relevant risks.

Find out more

Brunner News

Keep up to date with our latest industry insights including newsletters and reports.

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Contact Us

We are always keen to engage with potential investors or answer any questions you may have about our Trust.

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Allianz Global Investors

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Welcome to The Brunner Investment Trust

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  • Warning to Shareholders

    We are aware that some shareholders may have received unsolicited telephone calls or correspondence concerning investment matters. These are typically from overseas based organisations who target UK shareholders offering to sell them, what often turn out to be, worthless or high risk shares in US or UK investments. They can be extremely persistent and persuasive. Shareholders are therefore advised to be very wary of any unsolicited advice or offers.

    Please note that it is most unlikely that either the company or the company’s Registrar, Link Asset Services, would make unsolicited telephone calls to shareholders. Any such calls would only ever relate to official documentation already circulated to shareholders and never in respect of investment ‘advice’.

    If you are in any doubt about the veracity of an unsolicited telephone call, please call the Company Secretary +44 (0)800 389 4696 or the Registrar on +44 (0) 371 664 0300.

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    Allianz Global Investors represents products and services of Allianz Global Investors UK Limited. Allianz Global Investors UK Limited is an investment company incorporated in the United Kingdom, with its registered office at 199 Bishopsgate, London, EC2M 3TY. 

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    Investments

    You should always bear in mind that:

    Past performance does not predict future returns.

    The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. You should not make any assumptions about the future on the basis of this information.

    Changes in rates of exchange may cause the value of investments and the income from them to go down or up.

    In a building society your money is secure, whereas in a stock market-based investment it is exposed to a degree of risk and the value of your investment will fluctuate up and down.

    The Brunner Investment Trust PLC is a quoted company listed on the London Stock Exchange. Its share prices are determined by factors including demand which means that the shares may trade below (at a discount) or above (at a premium to) the underlying net asset value.

    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.

    This investment trust charges 70% of its annual management fee to the capital account and 30% to revenue. This could lead to a higher level of income but capital growth will be constrained as a result. Your capital could also decrease if income paid out of capital exceeds the growth rate of the Trust. Derivatives are used to manage the trust efficiently.

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