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The Brunner Investment Trust

Inside the Portfolio: BUT Stock Stories

What are the stories behind The Brunner Investment Trust’s portfolio?

Stock Stories brings you closer to the heart of our investment strategy. In these short videos, Co-lead portfolio manager Julian Bishop discusses Brunner’s top holdings and how they contribute to our overall strategic objectives of delivering growing dividends and capital growth for our shareholders by investing in a diversified portfolio of high-quality companies from around the world.

A Typical Breakdown of The Brunner Investment Trust’s Top Holdings:

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Source:
Top 20 Holdings: Data as of 31.05.2024.
Sector Breakdown: Data as of 31.05.2024. Excludes Cash
Geographic Breakdown: Data as of 31.05.2024. Excludes Cash

Securities mentioned in this document are for illustrative purposes only and do not constitute a recommendation or solicitation to buy or sell any particular security.
These securities will not necessarily be comprised in the portfolio by the time this document is disclosed or at any other subsequent date.
This is for guidance only and not indicative of future allocation.



Explore the stories from inside the portfolio below:

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