A differentiated strategy seeking to deliver resilient income and capital growth, while meeting our sustainable and responsible investing approach.
Targeting growth in income and capital from a portfolio primarily invested in UK companies that meet the company’s sustainable and responsible investing criteria.
Read the latest investment literature including factsheets, annual reports, and more financial trust information.
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.
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)
Get to know the people behind the trust. Our independent board and portfolio management team provide a wealth of investment experience.
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.
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