About us
Learn about our investment approach, the team behind the trust, plus key company information.
Dunedin Income Growth Investment Trust
A differentiated, UK-centric strategy, targeting rising income and capital growth, aligned with our sustainable investing approach.
Targeting resilient, rising income with long-term growth potential
With over 150 years of history, Dunedin Income Growth has a long track record of delivering for investors. For more than 45 years, we have paid a steady or rising dividend, earning recognition as an AIC 'Next Generation Dividend Hero'. Today, the Trust offers a competitive yield, backed by strong reserves. Our dividend strategy is designed to grow income over time, while staying flexible to adapt to changing market conditions.
Focused investing in quality companies, primarily listed in the UK
Unlike many UK Equity Income trusts that focus on undervalued stocks, we prioritise quality. We invest in around 40 carefully chosen companies with strong financial foundations and long-term growth potential, making the trust a compelling complement to more value-driven strategies. Our portfolio is actively managed, with the investment team supported by a dedicated group of analysts across the UK and Europe, delivering deep insight into the businesses we invest in.
Seeking growth that's good for the future
We look for companies we believe can deliver reliable, long-term income in a changing world. Our definition of quality goes beyond financial metrics – we consider leadership strength, governance standards, sustainable practices, industry trends, competitive advantages, and financial resilience. We assess both risks and opportunities, focusing on businesses with resilient business models and a clear commitment to acting responsibly. As active shareholders, we engage regularly with company leadership and use our voting power to support positive change.
Why Dunedin Income Growth Investment Trust?
With over 150 years of investment heritage and a 45-year track record of delivering steady or rising dividends, Dunedin Income Growth offers a compelling proposition for long-term investors. The Trust focuses on a concentrated portfolio of high-quality, predominantly UK-listed companies that demonstrate strong income and growth potential. A key differentiator is the integration of sustainability throughout the investment process - unique in its sector - which supports the identification of companies well positioned for long-term success.
Why Aberdeen?
Aberdeen offers deep research capabilities, with analysts based across UK and European markets, providing valuable local insight and market expertise. Our investment approach is grounded in a disciplined, quality-first philosophy, ensuring a focus on resilient, long-term opportunities. Complementing this is Aberdeen's proven expertise in sustainable investing and active stewardship, which reinforces a commitment to responsible, forward-looking investment practices.
Why now?
Current market volatility and valuation dislocations present an attractive entry point for long-term investors. The Trust's enhanced income proposition, featuring a dividend reset equivalent to 6.0% of NAV, offers compelling yield potential. Looking ahead, a progressive dividend policy is in place, designed to grow income sustainably over time and support investors seeking both income and capital growth.
Risk warning
The value of investments and the income from them can go down as well as up and you may get back less than the amount invested.
