About us
Learn about our investment approach, the team behind the trust, plus key company information.
Dunedin Income Growth Investment Trust PLC
Investment approach
Through intensive, first-hand research, we actively manage portfolios aiming to deliver long-term returns.
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.
Overview
A differentiated, UK-centric strategy, targeting rising income and capital growth, aligned with our sustainable investing approach.
With more than 150 years of history, Dunedin Income Growth Investment Trust has a strong record of delivering for investors. The Trust has increased or maintained its dividend for over 45 years, earning AIC ‘Next Generation Dividend Hero’ status. It offers an attractive yield supported by robust reserves, with a focus on growing income over time while remaining adaptable to changing market conditions.
The Trust invests in around 40 high-quality companies, primarily listed in the UK, selected for their financial strength, resilience and long-term growth potential. Supported by extensive research and active ownership, we seek businesses with strong leadership, sustainable competitive advantages and responsible practices that can deliver dependable income and growth for the future.
Meet the team
Our independent board and portfolio management team provide a wealth of investment experience.
Watch Ben Ritchie, Co-Manager of Dunedin Income Growth Investment Trust, as he introduces the trust and provides insights into his career in investment management. (08:15 min watch)
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.
More about us
How we invest
Learn how we research and select holdings to include in our portfolio.
Key company details
Including company details, our financial calendar, annual general meeting details and awards.
