LONDON - The Brunner Investment Trust PLC has disclosed its geographical distribution of investments as of November 29, 2024, highlighting a significant allocation to North American markets. The data indicates that nearly half of the trust's investments, amounting to $303,777,910, are in North America, accounting for 47.12% of its total investment portfolio.
The United Kingdom (TADAWUL:4280) follows with 23.48% of the investments, valued at $151,360,465. Europe excluding the UK holds 21.69% of the portfolio, with investments across several countries including France, Germany, and Switzerland, the latter being the largest European holding at a value of $31,666,088.
The investment distribution also shows a modest but notable presence in the Pacific ex Japan region, with 5.88% of investments spread across Australia, Hong Kong, and Taiwan. Japan itself constitutes a smaller portion of the portfolio with 1.83%.
The trust's investment strategy demonstrates a diversified approach, with a clear emphasis on North American equities. This may reflect the trust's confidence in the North American market's performance or a strategic move to capitalize on opportunities within the region.
In total, The Brunner Investment Trust PLC's investment value stands at $644,737,006, spread across various geographical markets, with each region contributing to the overall balance of the portfolio.
The trust's investment choices and geographical distribution are based on a press release statement and provide insight into the trust's asset allocation decisions as of the end of November 2024. Investors and market analysts often scrutinize such distributions to gauge a trust's exposure to regional market risks and growth opportunities.
This announcement does not suggest any forward-looking expectations but rather presents a snapshot of the trust's portfolio allocation at a specific point in time. It is essential for investors to consider a range of factors, including geopolitical and economic conditions, when interpreting these allocations.
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