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Brunner Investment Trust

All Weather Investment Trust

Come rain or shine, the expertly managed Brunner Investment Trust aims to thrive in all market conditions. It has stood firm in the face of changing economic seasons, volatility and market fluctuations to protect, nurture and grow shareholders’ investments.

With a track record spanning more than five decades of increasing dividend payments, we’ve earned recognition as a dependable ‘dividend hero’1, steadfast in our commitment to long-term wealth creation. And in a landscape where Investment Trusts had to weather a challenging 2023, Brunner Investment Trust emerged as a beacon of stability amidst that particular storm.

Discover how we carefully cultivate investments, regardless of the economic climate. Let Brunner Investment Trust be your cornerstone investment, helping you to pave a stable path towards your financial future, whatever the weather.

What makes Brunner Investment Trust different?

Tiny seeds can grow into mighty trees and we know that with careful nurturing and strategic management, investments, too, have the potential to grow, weathering storms and thriving, and offering the potential for long-term wealth creation and financial security.

A simple act of investment can pave the path to positive long term financial outcomes.

Explore All Weather Trust

Explore our series of articles designed to deepen your understanding of Brunner Investment Trust’s strategies in an evolving investment landscape.

Explore Insights

5 minute read

Delivering capital growth and rising income in volatile markets

With its balanced investment approach and the unfettered freedom of its managers to navigate swiftly through changing conditions, the Brunner Investment Trust has weathered many a financial storm. In this article, we delve into the sheltered havens of resilient businesses, exploring how they anchor portfolios and help navigation through turbulent waters.

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by Julian Bishop | 26/03/2024

5 minute read

Building a diverse global investment portfolio with Brunner Investment Trust

Brunner Investment Trust’s portfolio managers scour the globe for the brightest stars amid the clouds. With a global investment remit, they can carefully select only the sturdiest ships to weather the storm. Discover how this diverse selection of handpicked gems aims not to just weather the volatility, but to thrive, delivering the potential of capital growth and the rising warmth of income.

Read More

by Julian Bishop | 26/03/2024

5 minute read

An active investment approach for long-term wealth creation

Financial markets can be as unpredictable as the weather, but at Brunner Investment Trust our portfolio managers are well equipped to respond swiftly to changing conditions. Discover how this adaptability and responsiveness can help to shield and nurture investor wealth amid the stormy seas of market volatility.

Read More

by Julian Bishop | 26/03/2024

1 Source: Dividend Heroes | The AIC

  • Disclaimer
    This is a marketing communication. A ranking, a rating or an award provides no indicator of future performance and is not constant over time. Past performance does not predict future returns.

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    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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