Brunner Investment Trust (The) (CHIX:BUTL) ROE % Adjusted to Book Value: 22.24% (As of Nov. 2025)


CHIX:BUTL Brunner Investment Trust (The) PLC CHIX:BUTL
61 GF Score
Price £14.50
GF Value £23.87
! 5 Warning Signs
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What is Brunner Investment Trust (The) ROE % Adjusted to Book Value?

Brunner Investment Trust (The) CHIX:BUTL 61 ROE % Adjusted to Book Value is 22.24% as of Nov. 2025. GuruFocus rates CHIX:BUTL with a GF Score™ of 61/100 and a GF Value™ of £23.87. The stock has 5 warning signs investors should review.

Brunner Investment Trust (The)'s ROE % for the quarter that ended in Nov. 2025 was 20.91%. Brunner Investment Trust (The)'s PB Ratio for the quarter that ended in Nov. 2025 was 0.94. Brunner Investment Trust (The)'s ROE % Adjusted to Book Value for the quarter that ended in Nov. 2025 was 22.24%.


Brunner Investment Trust (The) ROE % Adjusted to Book Value Related Terms


Brunner Investment Trust (The) ROE % Adjusted to Book Value Historical Data

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The historical data trend for Brunner Investment Trust (The)'s ROE % Adjusted to Book Value 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) ROE % Adjusted to Book Value Chart

Brunner Investment Trust (The) Annual Data
Trend Nov16 Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24 Nov25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 21.14 0.82 9.22 16.59 9.19

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
ROE % Adjusted to Book Value 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 15.85 25.50 9.00 -3.49 22.24

CHIX:BUTL vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Brunner Investment Trust (The)'s ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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) ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Brunner Investment Trust (The)'s ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Brunner Investment Trust (The)'s ROE % Adjusted to Book Value falls into.


CHIX:BUTL
61GF Score
Brunner Investment Trust (The) PLC CHIX:BUTL
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Brunner Investment Trust (The) ROE % Adjusted to Book Value Calculation

Brunner Investment Trust (The)'s ROE % Adjusted to Book Value for the fiscal year that ended in Nov. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=8.64% / 0.94
=9.19%

Brunner Investment Trust (The)'s ROE % Adjusted to Book Value for the quarter that ended in Nov. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=20.91% / 0.94
=22.24%

* 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.

What does a ROE % Adjusted to Book Value of 22.24% mean?
Brunner Investment Trust (The) (CHIX:BUTL) has a ROE % Adjusted to Book Value of 22.24% as of Nov. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Brunner Investment Trust (The) and its competitors.
Is Brunner Investment Trust (The)'s ROE % Adjusted to Book Value too high?
Brunner Investment Trust (The)'s current ROE % Adjusted to Book Value is 22.24%. Overall, Brunner Investment Trust (The) has a GF Score™ of 61/100, reflecting its overall financial health beyond just this single metric.
How does Brunner Investment Trust (The)'s ROE % Adjusted to Book Value compare to BLK and BX?
Brunner Investment Trust (The)'s ROE % Adjusted to Book Value of 22.24% 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 ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Brunner Investment Trust (The) and its competitors. Brunner Investment Trust (The)'s current ROE % Adjusted to Book Value is 22.24%. 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 ROE % Adjusted to Book Value of 22.24%. The stock's GF Value™ is £23.87, compared to a current price of £14.50 — trading 39.3% below its estimated fair value. The current ROE % Adjusted to Book Value is 22.24%. Brunner Investment Trust (The)'s overall GF Score™ is 61/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Brunner Investment Trust (The) (CHIX:BUTL), the current ROE % Adjusted to Book Value is 22.24% 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 39.3% below its estimated GF Value™ of £23.87.

Key valuation signals for CHIX:BUTL:

  • ROE % Adjusted to Book Value: 22.24%
  • GF Value™: £23.87 vs. price of £14.50 (39.3% below fair value)
  • GF Score™: 61/100 with 5 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.
61GF Score

Get the complete analysis for CHIX:BUTL

ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£14.50
Price
£23.87
GF Value