Data as at: 18/07/2024

Fund manager benchmark
(FTSE All-Share) 30.000% + ( FTSE World ex-UK) 70.000%

Performance (%)

Return type 1 year 3 years 5 years 10 years
Brunner Investment Trust Share price total return 33.1 46.7 78.0 225.8
Global AIC sector Share price total return 24.2 -10.0 52.8 242.7
Brunner Investment Trust NAV total return 18.3 32.9 67.5 189.6
Global AIC sector NAV total return 15.2 -5.8 63.5 236.9
Morningstar Developed Markets * Total return 19.6 29.3 65.1 213.4
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Discrete annual performance (%)

Return type 18/07/19 - 20 18/07/20 - 21 18/07/21 - 22 18/07/22 - 23 18/07/23 - 24
Brunner Investment Trust Share price total return -4.8 27.6 0.6 9.4 33.1
Brunner Investment Trust NAV total return 2.2 23.9 -2.0 11.9 18.3
Morningstar Developed Markets * Total return 4.8 27.7 1 9.8 19.6
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* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Interactive graph

This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.

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