Brunner Trust shifts focus with expanded North American investments

Published 07/05/2025, 14:14
Brunner Trust shifts focus with expanded North American investments

LONDON - The Brunner Investment Trust PLC has revealed its geographical distribution of investments as of April 30, 2025, showing a significant allocation to North American equities. The data indicates that the trust has invested 41.36% of its portfolio in North America, totaling $251,980,362, which surpasses its United Kingdom (TADAWUL:4280) holdings at 26.84% or $163,497,447.

European investments, excluding the UK, represent 22.99% of the portfolio, amounting to $140,050,247. Within this category, France and Spain have the most substantial allocations, each comprising over 3.7% of the total investment value. Other European countries like Germany, Ireland, and Switzerland also have notable shares.

The Pacific region, excluding Japan, accounts for 6.85% of the portfolio, with Australia leading at 1.86%. In contrast, Japan itself constitutes only 1.96% of the total investments.

The trust’s strategy showcases a diverse international presence, with a clear emphasis on the North American market. This distribution reflects the trust’s investment approach, which aims to balance growth with geographic diversification.

The overall value of the investments held by The Brunner Investment Trust PLC is reported at $609,199,480, spread across various regions to mitigate risk and capitalize on global market opportunities.

This statement is based on a press release from The Brunner Investment Trust PLC and provides a snapshot of the company’s investment focus as of the end of April 2025. It highlights the trust’s current geographic diversification strategy without speculating on its future investment moves or market trends.

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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