Brunner Investment Trust (The) (CHIX:BUTL) 5-Year Yield-on-Cost %: 0.00 (As of Jul. 11, 2026)


CHIX:BUTL Brunner Investment Trust (The) PLC CHIX:BUTL
69 GF Score
Price £14.50
GF Value £23.82
! 6 Warning Signs
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What is Brunner Investment Trust (The) 5-Year Yield-on-Cost %?

Brunner Investment Trust (The) CHIX:BUTL 69 5-Year Yield-on-Cost % is 0.00 as of Jul. 11, 2026. GuruFocus rates CHIX:BUTL with a GF Score™ of 69/100 and a GF Value™ of £23.82. The stock has 6 warning signs investors should review. Among 1,113 Asset Management companies, Brunner Investment Trust (The) ranks worse than 85.62% on this metric.

Brunner Investment Trust (The)'s yield on cost for the quarter that ended in Nov. 2025 was 0.00.


The historical rank and industry rank for Brunner Investment Trust (The)'s 5-Year Yield-on-Cost % or its related term are showing as below:


During the past 13 years, Brunner Investment Trust (The)'s highest Yield on Cost was 4.33. The lowest was 1.94. And the median was 2.62.


CHIX:BUTl's 5-Year Yield-on-Cost % is not ranked *
in the Asset Management industry.
Industry Median: 6.39
* Ranked among companies with meaningful 5-Year Yield-on-Cost % only.

Brunner Investment Trust (The)  (CHIX:BUTl) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Brunner Investment Trust (The) 5-Year Yield-on-Cost % Related Terms


CHIX:BUTL vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Brunner Investment Trust (The)'s 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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) 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Brunner Investment Trust (The)'s 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Brunner Investment Trust (The)'s 5-Year Yield-on-Cost % falls into.


CHIX:BUTL
69GF Score
Brunner Investment Trust (The) PLC CHIX:BUTL
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Brunner Investment Trust (The) 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Brunner Investment Trust (The) is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 0.00 mean?
Brunner Investment Trust (The) (CHIX:BUTL) has a 5-Year Yield-on-Cost % of 0.00 as of Jul. 11, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Brunner Investment Trust (The) and its competitors. Over the past decade, Brunner Investment Trust (The)'s 5-Year Yield-on-Cost % has ranged from 1.94 to 4.33. According to the industry distribution chart, Brunner Investment Trust (The) ranks #953 out of 1113 companies in the Asset Management industry, placing it in the top 85.6%.
Is Brunner Investment Trust (The)'s 5-Year Yield-on-Cost % too high?
Brunner Investment Trust (The)'s current 5-Year Yield-on-Cost % is 0.00. Over the past 10 years, this metric has ranged from a low of 1.94 to a high of 4.33. Based on the distribution chart, Brunner Investment Trust (The) ranks #953 out of 1113 companies in the Asset Management industry, which is in the bottom quartile relative to peers. 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 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Brunner Investment Trust (The) ranks #953 out of 1113 companies for 5-Year Yield-on-Cost %. This places Brunner Investment Trust (The) in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.39. Historically, Brunner Investment Trust (The)'s own 5-Year Yield-on-Cost % has ranged from 1.94 to 4.33 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.39, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Brunner Investment Trust (The) and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Brunner Investment Trust (The)'s current 5-Year Yield-on-Cost % is 0.00. 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 5-Year Yield-on-Cost % of 0.00. The stock's GF Value™ is £23.82, compared to a current price of £14.50 — trading 39.1% below its estimated fair value. The current 5-Year Yield-on-Cost % is 0.00. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Brunner Investment Trust (The) (CHIX:BUTL), the current 5-Year Yield-on-Cost % is 0.00 as of Jul. 11, 2026. 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 39.1% below its estimated GF Value™ of £23.82.

Key valuation signals for CHIX:BUTL:

  • 5-Year Yield-on-Cost %: 0.00
  • GF Value™: £23.82 vs. price of £14.50 (39.1% 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

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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£14.50
Price
£23.82
GF Value