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The UK Rally beneath the surface

The UK equity market has delivered strong performance through 2025 and into early 2026 but how has the Trust kept pace?

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Ben Ritchie
Head of Developed Markets Equities
The UK Rally beneath the surface

Duration: 8 Mins

Date: 30 May 2026

Ben Ritchie provides an update on Dunedin Income Growth’s returns, with holdings such as ASML, Chesnara, and M&G contributing strongly. While parts of the portfolio particularly in technology, software and data-focused businesses have faced pressure from AI-driven disruptions, this has created compelling valuations and attractive long-term opportunities.

Watch the video here.


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