Brunner Investment Trust reveals portfolio allocation, US dominates

Published 11/06/2025, 11:02
Brunner Investment Trust reveals portfolio allocation, US dominates

LONDON - The Brunner Investment Trust PLC (LSE:BUT) disclosed its geographical investment distribution as of May 30, showing North America as its largest regional allocation at 40.69% of the portfolio’s total value.

According to the trust’s statement, the £635.78 million portfolio maintains significant exposure to the United Kingdom (TADAWUL:4280) at 26.43%, while European investments excluding the UK represent 23.44% of holdings.

The portfolio’s remaining allocations include Pacific region investments excluding Japan at 7.48% and Japanese holdings at 1.96%.

Within the European allocation, France represents the largest country position at 3.87%, followed by Spain at 3.73% and Switzerland at 3.54%. Among Pacific region investments outside Japan, Taiwan holds the largest allocation at 3.26%.

The trust’s North American investments are entirely concentrated in the United States, constituting 40.69% of the overall portfolio value.

The geographical distribution data was released in a regulatory filing by The Brunner Investment Trust, which trades on the London Stock Exchange (LON:LSEG) under the ticker BUT. The trust, which has a total investment value of £635,783,274, maintains a diversified portfolio across major global markets.

The information was provided in a press release statement from the investment trust, which included a detailed breakdown of all geographical allocations by country and region.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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