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          Videos, Podcasts & Reading

          Updates on Brunner, stock spotlights & more

          Co-lead Portfolio Manager Julian Bishop delivers an update on The Brunner Investment Trust, for the Doceo platform, covering the Trusts’ interim results, stock spotlights, additions to the portfolio and the team’s differentiated and often contrarian thinking behind investment decisions including the stance on Nvidia. Watch the video now to find out more.

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          01/11/2024

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          Videos, Podcasts & Reading

          Political power plays & market reactions

          In the 21st episode of Connected Investor, Joe Lynam and Julian Bishop navigate the choppy waters of national politics and their ripple effects through global markets. With the recent political changes in the UK and the much-anticipated US presidential election, what can investors expect from the stock market?

          LISTEN TO THE PODCAST

          15/08/2024

          Videos, Podcasts & Reading

          Searching for growth whatever the market weather

          In this recorded webinar, portfolio manager Julian Bishop engages with Citywire’s Gavin Lumsden to discuss the balanced approach that has made Brunner one of the top performers in its sector. Julian also describes the portfolio's thesis behind stocks like Microsoft, Taiwan Semiconductor, General Electric, Bank of Ireland, InterContinental Hotels and ASML. Whether you are a seasoned investor or just beginning your investment journey, this webinar offers valuable insights. Watch it now to hear how Brunner continues to seek out the best opportunities for growth and reliable dividends wherever they may be.

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          06/08/2024

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          Videos, Podcasts & Reading

          Elevator Pitch: A quick introduction to The Brunner Investment Trust

          Doceo recently initiated coverage of The Brunner Investment Trust. Watch portfolio manager Julian Bishop as he gives a quick ‘elevator pitch’ on the trust and its objectives of delivering both growth and capital, along with a steady and growing dividend as part of Brunner’s ‘all-weather’ approach.

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          16/07/2024

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          Videos, Podcasts & Reading

          Realities of the energy transition

          “A multi-decade re-engineering of the entire global economy” – Julian Bishop, co-lead portfolio manager of Brunner debates the realities of the energy transition with host Joe Lynam. He argues that the production of nearly everything in the world relies on fossil fuels to some degree, something that will inevitably take time to change. The duo also examine the tie in with global population size and growth, look at whether energy in general and renewable energy in particular contains opportunities for investors, and draw their conclusions on the ultimate realities of the energy transition.

          LISTEN TO THE PODCAST

          18/06/2024

          Videos, Podcasts & Reading

          Looking beyond the obvious…

          The ‘Magnificent 7’ have been much heralded as the drivers of stockmarket performance over the past year or so, but are they all performing strongly, and what might be some other ways of accessing technology sub-sector growth? Joe and Julian also discuss a couple of more traditional companies added to the portfolio earlier this year.

          LISTEN TO THE PODCAST

          31/05/2024

          Flexibility delivers consistent returns

          All-Weather Trust Uses Flexibility to Create Opportunities

          After a tough time for global equities, there are plenty of opportunities out there for selective stock pickers. Brunner’s portfolio managers are hoping to capitalise on this by constructing a portfolio of companies with sustainable business models and excellent long-term growth potential. With a diversified portfolio, Brunner targets stable long-term returns, whatever the current economic conditions.

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          26/03/2024

          Inflation protection

          How an all-weather trust can help protect you from rising inflation

          Higher interest rates and rising inflation have caused a fair amount of economic pain over the past couple of years. It may have felt like investors were running low on safe options for their savings. By providing both capital growth and a rising dividend, the Brunner Investment Trust aims to help investors weather the inflationary storms we’ve been facing.

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          15/03/2024

          5 minute read

          Weatherproofing your investments

          Just like the weather, financial markets can be predictable, so a priority for many investors is ensuring that at least a portion of their investment portfolio can prosper in all conditions. With the Brunner Investment Trust aiming to be an investment choice that can thrive in any climate, we take a look at what investors may expect from the trust in different circumstances…

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          by Julian Bishop | 05/02/2024

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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’.

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            Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors may not get back the full amount invested.

            Please note that the products referred to on this website are only available to persons normally resident for tax purposes in the United Kingdom of Great Britain and Northern Ireland. Allianz Global Investors UK Limited has taken reasonable care to ensure the accuracy of information available through the site. However, the information may be amended at any time by Allianz Global Investors UK Limited without notice. As far as it is permitted under the Financial Services Act, Allianz Global Investors UK Limited does not accept liability for any loss, direct or indirect owing to reliance on any information contained herein. Opinions expressed whether in general or both on the performance of individual funds and in a wider economic context represent the views of the contributor at the time of preparation. They are subject to change and should not be interpreted as investment advice which Allianz Global Investors UK Limited is not authorised to give. If you are unsure of the suitability of any investment contained in this website, please contact a Financial Adviser. This site may provide links to third party websites over which Allianz Global Investors UK Limited has no control. These links are provided for your convenience and Allianz Global Investors UK Limited Ltd accepts no responsibility for the content of such websites. For your security we may record or randomly monitor all telephone calls.

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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. 

            Allianz Global Investors UK Limited, company number 11516839, is authorised and regulated by the Financial Conduct Authority.  Details about the extent of our regulation are available from us on request and on the Financial Conduct Authority's website (www.fca.org.uk). The duplication, publication or transmission of the contents, irrespective of the form, is not permitted; except for the case of explicit permission by Allianz Global Investors UK Limited.

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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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