company background image
BUT logo

Brunner Investment Trust LSE:BUT Stock Report

Last Price

UK£12.90

Market Cap

UK£550.7m

7D

-0.4%

1Y

20.0%

Updated

17 Apr, 2024

Data

Company Financials

The Brunner Investment Trust PLC

LSE:BUT Stock Report

Market Cap: UK£550.7m

BUT Stock Overview

The Brunner Investment Trust PLC is an open-ended equity mutual fund launched and managed by Allianz Global Investors GmbH, UK Branch.

BUT fundamental analysis
Snowflake Score
Valuation1/6
Future Growth0/6
Past Performance5/6
Financial Health4/6
Dividends3/6

The Brunner Investment Trust PLC Competitors

 

 

 

 

 

 

 

 

 

 

 

 

Price History & Performance

Summary of all time highs, changes and price drops for Brunner Investment Trust
Historical stock prices
Current Share PriceUK£12.90
52 Week HighUK£13.20
52 Week LowUK£9.64
Beta0.69
1 Month Change0%
3 Month Change13.66%
1 Year Change20.00%
3 Year Change38.56%
5 Year Change61.25%
Change since IPO748.68%

Recent News & Updates

Recent updates

Shareholder Returns

BUTGB Capital MarketsGB Market
7D-0.4%-1.3%-1.4%
1Y20.0%8.5%-2.4%

Return vs Industry: BUT exceeded the UK Capital Markets industry which returned 10.2% over the past year.

Return vs Market: BUT exceeded the UK Market which returned -1% over the past year.

Price Volatility

Is BUT's price volatile compared to industry and market?
BUT volatility
BUT Average Weekly Movement1.8%
Capital Markets Industry Average Movement4.1%
Market Average Movement4.9%
10% most volatile stocks in GB Market11.5%
10% least volatile stocks in GB Market2.7%

Stable Share Price: BUT has not had significant price volatility in the past 3 months.

Volatility Over Time: BUT's weekly volatility (2%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1927n/an/awww.brunner.co.uk

The Brunner Investment Trust PLC is an open-ended equity mutual fund launched and managed by Allianz Global Investors GmbH, UK Branch. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors.

The Brunner Investment Trust PLC Fundamentals Summary

How do Brunner Investment Trust's earnings and revenue compare to its market cap?
BUT fundamental statistics
Market capUK£550.74m
Earnings (TTM)UK£40.63m
Revenue (TTM)UK£46.67m

13.6x

P/E Ratio

11.8x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BUT income statement (TTM)
RevenueUK£46.67m
Cost of RevenueUK£0
Gross ProfitUK£46.67m
Other ExpensesUK£6.04m
EarningsUK£40.63m

Last Reported Earnings

Nov 30, 2023

Next Earnings Date

n/a

Earnings per share (EPS)0.95
Gross Margin100.00%
Net Profit Margin87.05%
Debt/Equity Ratio6.7%

How did BUT perform over the long term?

See historical performance and comparison

Dividends

1.8%

Current Dividend Yield

24%

Payout Ratio
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.