Brunner Investment Trust (The) (CHIX:BUTL) Effective Interest Rate on Debt %: 3.32% (As of Nov. 2025)


CHIX:BUTL Brunner Investment Trust (The) PLC CHIX:BUTL
69 GF Score
Price £14.50
GF Value £23.94
! 6 Warning Signs
View Full Analysis

What is Brunner Investment Trust (The) Effective Interest Rate on Debt %?

Brunner Investment Trust (The) CHIX:BUTL 69 Effective Interest Rate on Debt % is 3.32% as of Nov. 2025. GuruFocus rates CHIX:BUTL with a GF Score™ of 69/100 and a GF Value™ of £23.94. The stock has 6 warning signs investors should review.

Effective Interest Rate on Debt % is the usage rate that a borrower actually pays on a debt. It is calculated as the positive value of Interest Expense divided by its average total debt. Total debt equals to Long-Term Debt & Capital Lease Obligation plus Short-Term Debt & Capital Lease Obligation. Brunner Investment Trust (The)'s annualized positive value of Interest Expense for the quarter that ended in Nov. 2025 was £0.82 Mil. Brunner Investment Trust (The)'s average total debt for the quarter that ended in Nov. 2025 was £24.67 Mil. Therefore, Brunner Investment Trust (The)'s annualized Effective Interest Rate on Debt % for the quarter that ended in Nov. 2025 was 3.32%.


Brunner Investment Trust (The)  (CHIX:BUTl) Effective Interest Rate on Debt % Explanation

Effective Interest Rate on Debt % measures the usage rate that a borrower actually pays on a debt.


Brunner Investment Trust (The) Effective Interest Rate on Debt % Related Terms


Brunner Investment Trust (The) Effective Interest Rate on Debt % Historical Data

* Premium members only.

The historical data trend for Brunner Investment Trust (The)'s Effective Interest Rate on Debt % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Brunner Investment Trust (The) Effective Interest Rate on Debt % Chart

Brunner Investment Trust (The) Annual Data
Trend Nov16 Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24 Nov25
Effective Interest Rate on Debt %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.52 2.76 3.75 3.97 3.52

Brunner Investment Trust (The) Semi-Annual Data
May16 Nov16 May17 Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25
Effective Interest Rate on Debt % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 3.94 3.95 4.00 3.66 3.32

CHIX:BUTL vs BLK, BX, KKR: Effective Interest Rate on Debt % Comparison

For the Asset Management subindustry, Brunner Investment Trust (The)'s Effective Interest Rate on Debt %, along with its competitors' market caps and Effective Interest Rate on Debt % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Brunner Investment Trust (The) Effective Interest Rate on Debt % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Brunner Investment Trust (The)'s Effective Interest Rate on Debt % distribution charts can be found below:

* The bar in red indicates where Brunner Investment Trust (The)'s Effective Interest Rate on Debt % falls into.


CHIX:BUTL
69GF Score
Brunner Investment Trust (The) PLC CHIX:BUTL
Effective Interest Rate on Debt % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Brunner Investment Trust (The) Effective Interest Rate on Debt % Calculation

Brunner Investment Trust (The)'s annualized Effective Interest Rate on Debt % for the fiscal year that ended in Nov. 2025 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (A: Nov. 2024 )+Total Debt  (A: Nov. 2025 ))/ count )
=-1  *  -1.05/( (34.927+24.671)/ 2 )
=-1  *  -1.05/29.799
=3.52 %

where

Total Debt  (A: Nov. 2024 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=34.927 + 0
=34.927

Total Debt  (A: Nov. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=24.671 + 0
=24.671

Brunner Investment Trust (The)'s annualized Effective Interest Rate on Debt % for the quarter that ended in Nov. 2025 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (Q: May. 2025 )+Total Debt  (Q: Nov. 2025 ))/ count )
=-1  *  -0.82/( (0+24.671)/ 1 )
=-1  *  -0.82/24.671
=3.32 %

where

Total Debt  (Q: Nov. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=24.671 + 0
=24.671

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual Effective Interest Rate on Debt %, the Interest Expense of the last fiscal year and the average total debt over the fiscal year are used. In calculating the quarterly data, the Interest Expense data used here is two times the semi-annual (Nov. 2025) interest expense data. Effective Interest Rate on Debt % is displayed in the 30-year financial page.

What does a Effective Interest Rate on Debt % of 3.32% mean?
Brunner Investment Trust (The) (CHIX:BUTL) has a Effective Interest Rate on Debt % of 3.32% as of Nov. 2025. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Brunner Investment Trust (The) and its competitors.
Is Brunner Investment Trust (The)'s Effective Interest Rate on Debt % too high?
Brunner Investment Trust (The)'s current Effective Interest Rate on Debt % is 3.32%. Overall, Brunner Investment Trust (The) has a GF Score™ of 69/100, reflecting its overall financial health beyond just this single metric.
How does Brunner Investment Trust (The)'s Effective Interest Rate on Debt % compare to BLK and BX?
Brunner Investment Trust (The)'s Effective Interest Rate on Debt % of 3.32% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Effective Interest Rate on Debt % for an Asset Management company?
A good Effective Interest Rate on Debt % depends on the Asset Management industry context. However, Effective Interest Rate on Debt % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Effective Interest Rate on Debt % mean?
A high Effective Interest Rate on Debt % can signal that a stock is expensive relative to its fundamentals. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Brunner Investment Trust (The) and its competitors. Brunner Investment Trust (The)'s current Effective Interest Rate on Debt % is 3.32%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Brunner Investment Trust (The) stock overvalued right now?
Brunner Investment Trust (The) (CHIX:BUTL) has a current Effective Interest Rate on Debt % of 3.32%. The stock's GF Value™ is £23.94, compared to a current price of £14.50 — trading 39.4% below its estimated fair value. The current Effective Interest Rate on Debt % is 3.32%. Brunner Investment Trust (The)'s overall GF Score™ is 69/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Effective Interest Rate on Debt % calculated?
Effective Interest Rate on Debt % is calculated from a company's financial statements. For Brunner Investment Trust (The) (CHIX:BUTL), the current Effective Interest Rate on Debt % is 3.32% as of Nov. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Brunner Investment Trust (The) (CHIX:BUTL) Overvalued in 2026?

Based on GuruFocus' analysis, Brunner Investment Trust (The) stock appears to be undervalued. The current stock price of £14.50 is trading 39.4% below its estimated GF Value™ of £23.94.

Key valuation signals for CHIX:BUTL:

  • Effective Interest Rate on Debt %: 3.32%
  • GF Value™: £23.94 vs. price of £14.50 (39.4% below fair value)
  • GF Score™: 69/100 with 6 warning signs

No single metric tells the full story. See the CHIX:BUTL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Brunner Investment Trust (The) Business Description

Other Exchanges BUT:UK
Address 199 Bishopsgate, London, GBR, EC2M 3TY
Brunner Investment Trust (The) PLC is a United Kingdom-based investment trust. It aims to provide growth in capital value and dividends over the long term by investing in UK securities and international securities. The benchmark against which performance is measured is 70% FTSE World ex-UK Index and 30% FTSE All-Share Index. Its portfolio consists of securities from Industrials, Financials, Communication Services, Utilities, Health Care, Energy, and other industries.
69GF Score

Get the complete analysis for CHIX:BUTL

Effective Interest Rate on Debt % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£14.50
Price
£23.94
GF Value