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The Brunner Investment Trust PLC

May 2021

Categories: DIY Magazine




Seeking out the best opportunities for growth and reliable dividends wherever they may be, The Brunner Investment Trust invests in companies all over the world. Brunner aims to provide investors with growth in capital and dividends over the long term. We measure the Trust’s performance against the benchmark index (70% FTSE World ex-UK Index and 30% FTSE All-Share Index).


Active is: Investing all over the world

The Brunner Investment Trust is not restricted to any one country or sector and has been investing for the long term since 1927. We invest in companies all over the world, seeking out the best opportunities for growth and reliable dividends wherever they may be.

As an investment trust, Brunner is able to draw on revenue reserves in order to support dividend payments in tough times. Our global approach and this ability to manage payouts have enabled Brunner to pay rising dividends to our shareholders for 46 consecutive years, although past performance is no guide to the future.

Brunner is run by an independent board of directors and the investment portfolio is managed by Allianz Global Investors, part of one of the world’s foremost financial services providers. Together, we aim to provide Brunner investors with an efficient, competitive and cost-effective way to invest globally through a single fund.    


Our History

The Brunner Investment Trust has a long and distinguished history and was established as an investment vehicle by the Brunner family in 1927. Today, they remain significant shareholders in the Trust which aims to provide a 'one-stop shop' solution for investors looking for global growth opportunities and a quarterly dividend that has risen over time.

The image of the fountain is inspired by the Arms of the Brunner family. The family originated from Switzerland and ’Brunnen’ is German for fountain. John Brunner was born in Canton Zürich and migrated to Lancashire in 1832. His son, Sir John Brunner, Bart, was the co-founder of Brunner Mond & Co, the largest of the four companies which came together to form ICI in 1926. The family’s interest in ICI was used in the following year to establish The Brunner Investment Trust.


Why Invest?

Through Brunner, investors can access a spread of high-quality growth companies operating in different sectors and countries via a single portfolio. Managed by Matthew Tillett, the Trust favours large, well-financed businesses with global reach, pricing power and corporate liquidity.


‘We believe that it’s the quality of the company that matters, not its location.’
Matthew Tillett, Portfolio Manager

Active Is: Seeking Out the Best Opportunities

Brunner seeks out the best opportunities for growth and reliable dividends wherever they may be. The Trust is not restricted to any one country or sector, enabling investors to access a portfolio of high quality companies all over the world.

The Trust aims to provide growth in capital value and dividends for investors over the long term. The benchmark against which performance is measured is 70% FTSE World Ex UK Index and 30% FTSE All-Share Index.


48 Consecutive Years of Dividend Growth

Although income is not guaranteed and could go down as well as up, the Trust has paid increasingly higher dividends to its shareholders year-on-year for the last 48 years. Please note that past performance is not a reliable indicator of future performance.

You should not make any assumptions on the future on the basis of performance information. The value of an investment and the income from it can fall as well as rise as a result of market fluctuations and you may not get back the amount originally invested. The benchmark is 70% FTSE All-World ex UK Index; 30% FTSE All-Share Index.


A Dividend Hero

The Association of Investment Companies (AIC) has released the latest list of dividend heroes – those investment companies that have increased their dividends each year for 20 years or more.

Brunner has been highlighted as having increased its dividend year on year for 48 consecutive years. Only a handful of investment trusts have longer 'Dividend Hero' track records than Brunner.

A ranking, a rating or an award provides no indicator of future performance and is not constant over time.


Find out more about The Brunner Investment Trust PLC here >

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All sources Allianz Global Investors GmbH unless otherwise noted. This is no recommendation or solicitation to buy or sell any particular security. A security mentioned above will not necessarily be comprised in the portfolio by the time this document is disclosed or at any other subsequent date. Investing involves risk. The value of an investment and the income from it may fall as well as rise, investors may not get back the full amount invested. Past performance is not a reliable indicator of future results. The views and opinions expressed herein are subject to change without notice, are those of the issuer and/or its affiliated companies at the time of publication.

This is a marketing communication issued by Allianz Global Investors GmbH, an investment company with limited liability, incorporated in Germany, with its registered office at Bockenheimer Landstrasse 42-44, D 60323 Frankfurt/M, registered with the local court Frankfurt/M under HRB 9340, authorised by Bundesanstalt für Finanzdienstleistungsaufsicht ( Allianz Global Investors GmbH has established a branch in the United Kingdom, Allianz Global Investors GmbH, UK branch, 199 Bishopsgate, London, EC2M 3TY,, authorised and regulated by the Financial Conduct Authority. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the UK for a limited period while seeking full authorisation, are available on the FCA’s website ( Details about the extent of our regulation by the Financial Conduct Authority are available on request. The Merchants Trust PLC is incorporated in England and Wales. (Company registration no. 28276). Registered Office: 199 Bishopsgate, London, EC2M 3TY.


Author: DIY Investor Magazine Categories: DIY Magazine

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The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

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