Dunedin Income Growth Investment Trust: Kepler research note
The note provides an update on the Trust’s portfolio, gearing, performance, dividend, charges and environmental, social and governance (ESG) considerations.
Dunedin Income Growth Investment Trust PLC
Targeting income and long-term growth from mainly UK companies chosen for their quality and commitment to improving sustainability.
Daily Pricing
The UK: rebooted
Dunedin Income Growth Investment Trust managers discuss the new UK government, including the growth strategy to drive investment to specific parts of the economy such as infrastructure and housebuilding. They also look at how UK companies are playing their role in driving innovation and providing investment capital, independent of the actions of government.
Built to help your returns keep pace with the cost of living
Hunting out the UK and European companies shaping a better future
Actively investing to bring together what we believe are the best opportunities
Latest manager update video
Watch the latest quarterly update video with Dunedin Income Growth Investment Trust manager Rebecca Maclean for an update on recent performance, key portfolio changes and future themes for the trust.
About Dunedin Income Growth Investment Trust
Dunedin Income Growth Investment Trust PLC is managed to help meet investor needs for income and growth – and for a more sustainable world.
To capture long-term growth, our team look across UK and Europe to find companies, from major multinationals to dynamic small-caps, benefiting from major economic trends such as energy transition, digitisation, shifting demographics and changing consumer behaviour. To fulfil our aim of delivering a reliable and growing quarterly income, we invest only in well-managed, financially healthy companies with robust earnings potential. By using a range of forward-looking tools to interrogate environmental, social and governance (ESG) practices, we look to ensure every company we hold is leading on sustainability today or taking steps to lead the way tomorrow.
By applying these stringent criteria, Dunedin Income Growth is dedicated to delivering robust financial return for investors – and helping drive a better future for everyone.
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.
Key documents
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