BRUNNER INVESTMENT TRUST PLC(THE)
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Next accounts due
2026-05-31 (this month)
Last filed for 2024-11-30
Confirmation statement due
2027-01-24 (in 8mo)
Last made up 2026-01-10
Watchouts
None on the register
Cash
£5M
-51.2% vs 2023
Net assets
£618M
+17% vs 2023
Employees
—
Average over period
Profit before tax
£13M
+4.6% vs 2023
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2024-11-30
| Metric | Trend | 2023-11-30 | 2024-11-30 |
|---|---|---|---|
| Turnover | £14,426,006 | £15,233,118 | |
| Operating profit | £12,854,040 | £13,455,769 | |
| Profit before tax | £12,446,113 | £13,022,121 | |
| Net profit | £11,251,047 | £11,685,745 | |
| Cash | £9,864,904 | £4,812,419 | |
| Total assets less current liabilities | £553,310,480 | £643,292,970 | |
| Net assets | £528,209,759 | £618,182,360 | |
| Equity | £528,209,759 | £618,182,360 | |
| Average employees | — | — | |
| Wages | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-11-30 | 2024-11-30 |
|---|---|---|---|
| Operating margin | 89.1% | 88.3% | |
| Net margin | 78.0% | 76.7% | |
| Return on capital employed | 2.3% | 2.1% | |
| Gearing (liabilities / total assets) | 6.5% | 5.6% | |
| Current ratio | 0.99x | 0.88x | |
| Interest cover | 31.51x | 31.03x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- PricewaterhouseCoopers LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The directors believe that it is appropriate to continue to adopt the going concern basis in preparing the financial statements.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
7 active · 26 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BAXENDALE, Nira Kishor | Secretary | 2025-06-06 | — | — |
| SALT, Kirsten June | Secretary | 1999-11-18 | — | British |
| ALDRIDGE, Amanda | Director | 2019-12-01 | Dec 1962 | British |
| DOBSON, Carolan | Director | 2013-12-01 | Dec 1954 | British |
| FIELD, Elizabeth | Director | 2022-12-01 | Nov 1963 | British |
| HUTTON, Andrew James | Director | 2020-04-20 | Feb 1958 | British |
| SHARP, James Edward | Director | 2014-01-01 | Jun 1967 | British |
Show 26 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ABSALOM, Gerard | Secretary | 2002-05-31 | 2002-10-08 |
| EMUSS, Eleanor | Secretary | 2017-06-26 | 2022-03-11 |
| FROST, Leonora Marian | Secretary | — | 1996-05-21 |
| INGRAM, Peter William Irving | Secretary | 2005-01-20 | 2015-02-27 |
| LAGO, Tracey Anne | Secretary | 2015-02-27 | 2017-06-26 |
| LONGCROFT, Peter Leonard | Secretary | 1996-07-19 | 2000-03-20 |
| LONGCROFT, Peter Leonard | Secretary | — | 1993-03-19 |
| NICE, Kelly | Secretary | 2022-07-06 | 2025-05-30 |
| SCHRAGER VON ALTISHOFEN, Nicola Jane | Secretary | 2000-01-20 | 2002-09-30 |
| YOUNG, Lorraine Elizabeth | Secretary | 1993-03-19 | 1996-08-09 |
| ARMSTRONG, Douglas Alexander | Director | 2020-05-27 | 2020-05-27 |
| BARLOW, Ian Edward | Director | 2009-11-19 | 2020-12-08 |
| BAZALGETTE, Vivian Paul | Director | 2004-01-01 | 2019-11-22 |
| BRUNNER, Hugo Laurence Joseph | Director | — | 1999-03-18 |
| BRUNNER, Timothy Barnabas Hans | Director | — | 2000-03-16 |
| FERGUSSON, Ewen Alastair John, Sir | Director | 1993-09-16 | 1998-03-19 |
| FLEMMING, John Stanton | Director | 1998-06-01 | 2003-05-22 |
| HARRISON, Peter | Director | 2013-01-01 | 2013-02-20 |
| MAYNARD, Peter Martin | Director | 2010-10-01 | 2023-03-31 |
| PERCY, Keith Edward | Director | 2004-01-01 | 2016-03-15 |
| SIDDONS, Benjamin Charles Reid | Director | — | 2010-03-18 |
| TROTT, John Francis Henry | Director | — | 2005-03-24 |
| WAKELING, Richard Keith Arthur | Director | 2000-07-27 | 2010-03-18 |
| WHITE, Simon Richard Tore | Director | 1991-12-20 | 2004-01-06 |
| WORSLEY, William Ralph, Sir | Director | 2000-01-04 | 2014-03-18 |
| YOUNG, Roderic Neil | Director | — | 1992-03-13 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 671 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-05-01 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-25 | RESOLUTIONS | resolution | Resolution | |
| 2026-02-05 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-05 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-28 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-01-27 | AD02 | address | Change sail address company with old address new address | |
| 2026-01-08 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-07 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-06-06 | AP03 | officers | Appoint person secretary company with name date | |
| 2025-05-30 | TM02 | officers | Termination secretary company with name termination date | |
| 2025-05-12 | AA | accounts | Accounts with accounts type full | |
| 2025-04-16 | RESOLUTIONS | resolution | Resolution | |
| 2025-04-09 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-01-06 | SH01 | capital | Capital allotment shares | |
| 2024-12-09 | SH01 | capital | Capital allotment shares | |
| 2024-05-02 | AA | accounts | Accounts with accounts type full | |
| 2024-04-08 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-04-06 | MA | incorporation | Memorandum articles | |
| 2024-04-05 | RESOLUTIONS | resolution | Resolution | |
| 2024-04-05 | RESOLUTIONS | resolution | Resolution |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 11
- Capital events
- 7
- Officers appointed
- 1
- Officers resigned
- 1
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2023 → FY2024 · period ending 2024-11-30 vs 2023-11-30
-
Turnover
+5.6%
£14,426,006 £15,233,118
-
Cash
-51.2%
£9,864,904 £4,812,419
-
Net assets
+17%
£528,209,759 £618,182,360
-
Employees
—
Not reported
-
Operating profit
+4.7%
£12,854,040 £13,455,769
-
Profit before tax
+4.6%
£12,446,113 £13,022,121
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers