Brunner Investment Trust
{{Short description|British investment trust}}
{{Use dmy dates|date=February 2025}}
{{Infobox company
| name = Brunner Investment Trust plc
| founded = {{Start date and age|df=yes|1927|12|03}}{{Cite web |date=1927-12-03 |title=BRUNNER INVESTMENT TRUST (THE) Overview - GOV.UK |url=https://find-and-update.company-information.service.gov.uk/company/00226323 |access-date=2025-02-11 |website=Companies House |language=en}}
| website = {{URL|https://www.brunner.co.uk/}}
| type = Public company
| traded_as = {{ubl|{{LSE|BUT}}|FTSE 250 component}}
| industry = Investment Management
}}
Brunner Investment Trust ({{lse|BUT}}), is a large British investment trust focused on investments in global equities. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.{{cite web|url=https://research.ftserussell.com/products/index-notices/home/getnotice/?id=2612497 |title=TUI AG (UK): Nationality Change Changes in FTSE UK Index Series|date=29 May 2024|publisher=FTSE Russell|access-date=31 May 2024}}
History
The Brunner Investment Trust was formed by the Brunner family, which originated from Switzerland and, in 1832, migrated to Lancashire,{{cite web |title=The house at Greys Court |url=https://www.nationaltrust.org.uk/visit/oxfordshire-buckinghamshire-berkshire/greys-court/the-house-at-greys-court |website=National Trust |access-date=31 May 2024}} where they formed Brunner Mond & Co in 1873.{{cite news|url=https://www.northwichguardian.co.uk/news/20299381.royal-wedding-murder-looking-lives-brunner-family/|title=A royal wedding and murder: Looking at the lives of the Brunner family|newspaper=Northwich and Winsford Guardian|date=24 July 2022|access-date=31 May 2024}} The Brunner Investment Trust was formed in 1927 from the proceeds on disposal of the Brunner family's interest in Brunner Mond & Co, the largest of the four companies which came to form Imperial Chemical Industries the previous year.{{cite web |title=Brunner, Mond & Co. Limited |url=https://collection.sciencemuseumgroup.org.uk/people/ap10557/brunner-mond-co-limited |website=The Science Museum Group |access-date=31 May 2024}}{{cite web |title=ICI Group summary |url=https://www.sec.gov/Archives/edgar/data/49906/000102123106000208/b824417ex14-1.htm |website=SEC |publisher=U.S. Securities and Exchange Commission |access-date=31 May 2024}}{{cite web |author1=Brian D. Varian |title=American Tariff Policy and The British Alkali Industry, 1880-1905 |url=https://www.lse.ac.uk/Economic-History/Assets/Documents/WorkingPapers/Economic-History/2014/WP189.pdf |website=London School of Economics and Political Science |publisher=LSE |access-date=31 May 2024}}{{cite news|url= https://www.telegraph.co.uk/money/investing/not-blindly-buy-passive-tracker-fund-managed-brunner/ |title= Don't blindly buy a tracker – this actively managed fund is on the up|newspaper=The Telegraph|date=13 March 2024| access-date=31 May 2024}}
The Brunner Investment Trust joined the FTSE 250 Index in May 2024. The company is managed by Allianz Global Investors and chair is Carolan Dobson.{{cite web|url=https://citywire.com/investment-trust-insider/news/all-weather-brunner-beats-its-global-benchmark-for-fifth-year/a2436214 |title='All-weather' Brunner beats its global benchmark for fifth year|newspaper=CityWire|date=19 February 2024| access-date=31 May 2024}}{{cite web |title=Manager Factsheet - Allianz Global Investors GmbH (UK) |url=https://www2.trustnet.com/managers/factsheet/marcus-morris-eyton/utoeic/U/MC4056904/ |website=Trustnet |access-date=31 May 2024}}{{cite web |title=Brunner Investment Trust PLC (The) |url=https://find-and-update.company-information.service.gov.uk/company/00226323/officers |website=Companies House |publisher=GOV.UK |access-date=31 May 2024}}{{cite web |title=National Employment Savings Trust pension scheme - Annual report and accounts 2018/19 |url=https://www.nestpensions.org.uk/schemeweb/dam/nestlibrary/Nest-SARA-2019.pdf |website=Nest Pensions |pages=26|access-date=31 May 2024}} The Brunner family continue to be significant shareholders with the former Lord Lieutenant of Oxfordshire, Sir Hugo Brunner, holding 2.3% beneficially and 12.0% as trustee, and the charitable trust established by Timothy Barnabas Hans Brunner holding 0.4% beneficially and 6.0% as a trustee.{{cite web|url=https://www.brunner.co.uk/-/media/allianzgi/eu/brunner-trust/docs/annual-financial-report/annual-financial-report-the-brunner-investment-trust-plc-30-11-2023-final.pdf?rev=-1|title=Annual Report 2023|page=64|publisher=Brunner Investment Trust|access-date=31 May 2024}} The charitable trust established by Timothy Barnabas Hans Brunner continues to carry out philanthropic activities in Oxfordshire.{{cite web|url= https://ocva.org.uk/trusts-with-an-interest-in-oxfordshire/ |title=Trusts with an interest in Oxfordshire|publisher=Oxfordshire Community and Voluntary Action|access-date=31 May 2024}}
References
{{reflist}}
External links
- [http://www.brunner.co.uk/ Official site]
{{FTSE 250 Index constituents}}
Category:Investment trusts of the United Kingdom
Category:Companies listed on the London Stock Exchange