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Dunedin Income Growth Investment Trust PLC

A differentiated strategy seeking to deliver resilient income and capital growth, while meeting our sustainable and responsible investing approach.

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Daily Pricing

Share price

293.00 p

Last actual cum income NAV

322.66 p

Dividend Yield

6.50 %

GBX | London Stock Exchange | As of 13 March 2026 at 16:35 | D
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Our investment objective

Targeting growth in income and capital from a portfolio primarily invested in UK companies that meet the company’s sustainable and responsible investing criteria.

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Key reports

Read the latest investment literature including factsheets, annual reports, and more financial trust information.

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Research note

Read the latest comprehensive research note produced by Kepler for an update on the Trust’s portfolio, gearing, performance, dividend and charges. This is third-party research. You will leave Dunedin Income Growth Investment Trust’s website and enter Kepler’s to view.

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News & highlights

Event

Latest article

News & insights

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Aberdeen Investment Trusts Forum 2026

Thursday 30 April 2026

Join us for a half day conference bringing together Aberdeen investment trust managers and industry experts. The event will provide market insights, portfolio ideas, and practical personal finance guidance. Whether you're new to investing and want to learn more about investment trusts, or you just want to deepen your knowledge, this event offers something for every private investor.

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Why choose Dunedin Income Growth Investment Trust PLC

  • investments
    Aiming to deliver growth of income and capital over the long term
  • A high-quality portfolio invested mainly in companies listed in the UK
  • Actively investing to bring together what we believe are the best opportunities

Ben Ritchie, Co-manager of Dunedin Income Growth Investment Trust, introduces the trust and provides insights into his career in investment management. (08:15 min watch)

Meet the team

Get to know the people behind the trust. Our independent board and portfolio management team provide a wealth of investment experience.

Meet the team

Our investment approach

How we invest to achieve our goals. Learn how we research and select holdings and how we look to invest to benefit people and planet.

Our investment approach

How to invest

Private investors usually buy investment trusts through online platforms. You can hold your shares in ISAs and SIPPs through these platforms.

Find out how to invest

Latest articles

Article7 min Read

Give to gain: A day in the life of Aberdeen’s Rebecca Maclean

As we mark International Women’s Day, we’re celebrating the women whose perspectives strengthen investment outcomes. In this spirit of Give to Gain, we ask two of our female fund managers to share their approach to investing, decision-making and collaboration.

Video

Funds for your ISA: Dunedin Income Growth Investment Trust

Watch Rebecca Maclean, Co-Manager of Dunedin Income Growth Trust present in QuotedData's Funds for your ISA webinar.

Article5 min Read

What’s next for the UK markets?

As UK markets regain momentum, a widening rotation is revealing overlooked value in mid‑caps, domestic names and resilient data‑rich businesses, opening fresh opportunities beyond last year’s big winners.

Video25 min Read

Seeking resilient income and capital growth with Dunedin Income Growth Investment Trust

Ben Ritchie, Co‑Manager of Dunedin Income Growth Trust, joined Jeremy Naylor to discuss the trust’s long‑standing, income‑focused strategy, key portfolio holdings, and where he see's opportunity in today’s market.

Article5 min Read

Budget changes: time to prepare

The effects of the UK Budget are only just coming into view, with changes to tax and savings set to shape investment decisions from April 2026 and beyond. Understanding how these shifts may affect your finances will be important in the year ahead.

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Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.