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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.

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

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.
Why choose Dunedin Income Growth Investment Trust PLC
- 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.

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.

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