The Brunner Investment Trust


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Meet the Team

Brunner is run by an independent board of directors and has no employees. Like other investment companies, it outsources investment management and administration to an investment management company – Allianz Global Investors – and other third parties to provide shareholders with an efficient, competitive and cost-effective way to gain wide equity investment exposure through a single investment vehicle.
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Meet the Board

Meet the Managers

Meet the Allianz Global Investors Team

Meet the Board

The Brunner Investment Trust board is particularly experienced as its directors also sit on the boards of a number of large companies. So as well as providing shareholders with the reassurance of a diligent environment of checks and balances, they also provide the Trust with invaluable knowledge and economic insight.

Carolan Dobson

Chair

Carolan Dobson joined the board in December 2013 and has been Chair since the AGM in March 2016. She is also Chair of BlackRock Latin American Investment Trust plc. Carolan was previously head of UK equities at Abbey Asset Managers, Head of Investment Trusts at Murray Johnstone and was the portfolio manager of two investment trusts.

Amanda Aldridge

Non-executive Director, Chair of the Audit Committee

Joined the board in December 2019. Amanda is a non-executive director and Audit Committee Chair of Care REIT plc and also chairs the audit committee of The Low Carbon Contracts Company and The Electricity Settlements Company. She worked at KPMG LLP for 33 years until 2017 and during her career she was Head of the Retail Sector practice before becoming Head of Contract Governance in the Risk-Consulting Division. Amanda is a Fellow of the Institute of Chartered Accountants in England and Wales.

Elizabeth Field

Non-Executive Director

Joined the board in December 2022. Elizabeth recently retired as a partner at Stephenson Harwood. Elizabeth was a corporate lawyer for 35 years with extensive experience of advising public and private companies on a wide range of corporate transactions across a variety of sectors, specifically including investment trusts.

Andrew Hutton

Non-executive Director, Senior Independent Director

Joined the board in April 2020. Andrew is owner and director of A.J. Hutton Ltd, an investment advisory practice established in 2007. Andrew started his career in 1979 at J.P. Morgan where, over 18 years, he held investment and business management positions in London, New York, Singapore and Australia. He was subsequently head of investment management at Coutts Group and co-CEO of RBS Asset Management. Andrew has served as Senior Independent Director of Baillie Gifford UK Growth Fund and Chairman of JPMorgan Global Emerging Markets Income Trust.

Jim Sharp

Non-executive Director

Joined the board in January 2014. Jim began his career in corporate finance with J. Henry Schroder & Co from 1992 to 2002, where he was a director. He is a non-executive director of James Cropper PLC and chairman of four private businesses.

Meet the Managers

Managed by Julian Bishop and Christian Schneider, the trust favours large, well-financed businesses with global reach, pricing power and brand strength.

Julian Bishop

Co-Lead Portfolio Manager

Julian Bishop joined Allianz Global Investors in November 2022 as a Senior Portfolio Manager and Co-Manager of the Brunner Investment Trust. Julian has more than 25 years fund management experience. He joined AllianzGI from Tesco Pension Investment Ltd where he was an Equity Fund Manager managing a multi-billion pounds global equities portfolio. Prior to Tesco he was an Analyst and Portfolio Manager at Sarasin and Partners LLP where he co-managed their Global Dividend Fund and had analytical responsibility for the global consumer sector across all mandates. Before Sarasin he was a Global Consumer Analyst at Insight Investment. Julian graduated from Queens’ College, Cambridge University in 1995 and has an MA (Hons) Cantab in Geography. He is an Associate of the Society of Investment Professionals.

Christian Schneider

Co-Lead Portfolio Manager

Christian Schneider joined the Global Equity Fund Management Team as a portfolio manager in April 2000 and managed a US Equity strategy until 2002. Christian began his investment career in June 1996 with DG-Bank as a trainee portfolio manager for one year; and then moved to DG Capital in February 1997 to March 2000 as a global equity portfolio manager, where he was also responsible for portfolio construction for equity and balanced funds. Christian graduated with a Master’s degree in Economics from the University of Giessen and is a CFA charter holder.

Meet the Allianz Global Investors Team

Stephanie Carbonneil

Managing Director, Head of Investment Trusts

Kirsten Salt

Company Secretary


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