BUT.L
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 fund primarily invests in growth stocks of companies. It focuses on factors such as business models, products and/or services, management, financial strength, brand equity, and distribution capabilities in order to create its portfolio. The fund benchmarks the performance of its portfolio against a composite benchmark of 50% FTSE All-Share Index and 50% FTSE All-World ex UK Index (£). The Brunner Investment Trust PLC ...[Read more]
Industry
Asset Management
IPO Date
2005-07-08
Stock Exchange
LSE
Ticker
BUT.L
According to The Brunner Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is 2.70%. This represents a change of -48.25% compared to the average of 5.21% of the last 4 quarters.
The mean historical ROE of The Brunner Investment Trust PLC over the last ten years is 312.96%. The current 2.70% ROE has changed -99.14% with respect to the historical average. Over the past ten years (40 quarters), BUT.L's ROE was at its highest in in the May 2021 quarter at 925.12%. The ROE was at its lowest in in the May 2020 quarter at -362.04%.
Average
312.96%
Median
16.62%
Minimum
-4.26%
Maximum
1.08%
Discovering the peaks and valleys of The Brunner Investment Trust PLC ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 2.16%
Maximum Annual ROE = 1.08%
Minimum Annual Increase = -22926.10%
Minimum Annual ROE = -4.26%
| Year | ROE | Change |
|---|---|---|
| 2024 | 15.54% | 101.99% |
| 2023 | 7.69% | 966.92% |
| 2022 | 0.72% | -95.93% |
| 2021 | 17.70% | 178.28% |
| 2020 | 6.36% | -99.35% |
| 2019 | 972.01% | -22926.10% |
| 2018 | -4.26% | -100.39% |
| 2017 | 1.08% | 9.30% |
| 2016 | 989.07% | 2.16% |
| 2015 | 43.78% | -86.05% |
The current ROE of The Brunner Investment Trust PLC (BUT.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
7.98%
5-year avg
9.60%
10-year avg
312.96%
The Brunner Investment Trust PLC’s ROE is less than Pacific Horizon Investment Trust PLC (7.10%), greater than The European Smaller Companies Trust PLC (-1.04%), less than VinaCapital Vietnam Opportunity Fund Limited (6.39%), greater than The Henderson Smaller Companies Investment Trust plc (-6.73%), greater than BlackRock Greater Europe Investment Trust plc (-6.76%), less than JPMorgan European Discovery Trust plc (20.17%), less than SDCL Efficiency Income Trust PLC (7.13%), less than The Baillie Gifford Japan Trust PLC (2.04%), less than North Atlantic Smaller Companies Investment Trust PLC (3.15%), greater than BlackRock Smaller Companies Trust plc (-0.62%),
| Company | ROE | Market cap |
|---|---|---|
| 7.10% | N/A | |
| -1.04% | N/A | |
| 6.39% | N/A | |
| -6.73% | N/A | |
| -6.76% | N/A | |
| 20.17% | N/A | |
| 7.13% | N/A | |
| 2.04% | N/A | |
| 3.15% | N/A | |
| -0.62% | N/A |
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