Dunedin Income Growth Investment Trust: online presentation

Ben reflected on the past year's performance, noting three main headwinds - a missed opportunity with the portfolio's underweight position in banks, high-quality companies faced a tough market, and a few stocks proved challenging. However, there were companies in the portfolio that delivered significant total returns and income growth including a UK construction company, and a gaming franchise which gained traction internationally. Rebecca shared examples of two portfolio holdings: Relex and Games Workshop, before talking through the portfolio's positioning. Ben concluded with an optimistic outlook, emphasising the trust's quality focus, the resilient UK economy, and attractive portfolio opportunities.