LONDON - Brunner Investment Trust PLC has disclosed its geographical distribution of investments as of January 31, 2025, revealing a portfolio heavily weighted towards North America and Europe. The total stock value of the trust's investments reached $674,382,789, with North America comprising the largest share at 46.14%, followed by the United Kingdom (TADAWUL:4280) and Europe excluding the UK, with 23.02% and 22.82% respectively.
The trust's North American investments are exclusively in the United States, which alone represents nearly half of the entire portfolio. European investments are spread across several countries, with Switzerland holding the largest portion at 5.16%. The United Kingdom, while having a significant share, does not match the combined weight of the European countries where the trust has stakes.
Pacific region investments, excluding Japan, account for 6.29% of the portfolio, with Australia, Hong Kong, and Taiwan being the primary countries. Japan itself constitutes a smaller fraction at 1.73%.
The trust's strategic allocation reflects a diversified approach with a clear emphasis on developed markets, particularly in North America and Europe. While the distribution indicates a broad spread across various geographies, the tilt towards the larger economies suggests a focus on potentially more stable investment environments.
The announcement, based on a press release statement, provides investors with updated insights into the trust's asset allocation strategies and international exposure. Brunner Investment Trust PLC, through this disclosure, maintains transparency with its investors regarding the distribution of assets across different regions, which is a crucial aspect of investment trust operations.
The geographical distribution data is essential for shareholders and potential investors to understand the trust's exposure to various market risks and growth opportunities. It also serves as a reflection of the trust's investment philosophy and market outlook.
Investors may use this information to gauge the trust's alignment with their own investment objectives and risk tolerance, especially considering the current global economic climate and market dynamics.
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