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Brunner Investment Trust Plc
199 Bishopsgate
Phone: +44 2032467513p:+44 2032467513 LONDON, EC2M 3TY  United Kingdom Ticker: BUTBUT

Business Summary
The Brunner Investment Trust PLC (The Trust) is a United Kingdom-based investment company. The Trust’s investment objective is to provide growth in capital value and dividends for investors over the long term through investing in a portfolio of global and United Kingdom equities. Its benchmark against which performance is measured is 70% FTSE World ex-United Kingdom Index and 30% FTSE All-Share Index. The maximum holding in any single stock is limited to 10% of gross assets in stock at the time of investment and its portfolio consists of at least 50 stocks. It invests up to 15% of its gross assets in other United Kingdom-listed investment companies. It invests in various sectors, such as industrials, financials, healthcare, information technology, consumer discretionary, energy, materials, consumer staples, utilities, and real estate. Its manager or alternative investment fund manager (AIFM) is Allianz Global Investors GmbH.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
5/31/202411/30/2023Yes----

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Non-Executive Independent Chairman of the Board CarolanDobson 3/1/2016 12/1/2013
Company Secretary Kirsten J.Salt 2/17/2021 2/17/2021
Non-Executive Independent Director AmandaAldridge 61 12/1/2019 12/1/2019
3 additional Officers and Directors records available in full report.

Business Names
Business Name
44GL
Brunner Investment Trust PLC, The
BUT
The Brunner Investment Trust PLC

General Information
Outstanding Shares: 42,963,736 (As of 11/19/2024)
Shareholders: 1,139
Stock Exchange: LON


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Monday, December 2, 2024