Dunedin Income Growth Investment Trust PLC


The Company’s investment objective is to achieve growth of income and capital from a portfolio invested mainly in companies listed or quoted in the United Kingdom.

Morningstar rating:
3 out of 5

An investment trust offering income and capital growth mainly from UK equities, founded in 1873.

Daily prices as of {{asOfDate}}

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Key people

barron

David Barron

Chairman

David Barron is a Chartered Accountant and is Chief Executive of Miton Group plc. He is a Member of the Council and Finance Committee of Lancaster University. He was, until 2013, Head of Investment Trusts of JP Morgan Asset Management and, until 2014, a director of The Association of Investment Companies.
claydon

Catherine Claydon

Non-Executive Director

Catherine Claydon worked for Goldman Sachs International from 1992 until 2007, most recently as a Managing Director in its Pension & Insurance Strategies Group. Previously, she was Global Head of Goldman Sachs Commodity Index marketing. Catherine was an MD at Lehman Brothers in its Pension Advisory Group from 2007 until 2008. She is also a director of the Barclays UK Retirement Fund, chairman of the BBC Pension Trust and a trustee of the British Steel Pension Scheme. She is the Senior Independent Director.

Jasper Judd

Jasper Judd

Non-Executive Director

Jasper Judd is a Chartered Accountant. Until 2012, he worked for Brambles Limited, a listed Australian multinational, where he held a number of senior executive roles including Global Head of Strategy. He is also a non-executive director of JP Morgan Indian Investment Trust plc.
He is Chairman of the Audit Committee.

scott

Elisabeth Scott

Non-Executive Director

Elisabeth Scott worked for Schroders in Hong Kong from 1992 until 2008, most recently as Country Head. Previously she was responsible for Schroders’ institutional client business in Hong Kong and managed multi-asset portfolios. She chaired the Hong Kong Investment Funds Association between 2005 and 2007. She is also director of India Capital Growth Fund Limited, Fidelity China Special Situations Investment Trust PLC, Allianz Technology Trust PLC and the Association of Investment Companies.

williams

Howard Williams

Non-Executive Director

Howard Williams has over 35 years’ of fund management experience and was, until October 2017, Chief Investment Officer and Head of the Global Equity Team at JPMorgan Asset Management. Prior to joining JPMorgan Asset Management in 1994, he held a number of senior positions at Shell Pensions and Kleinwort Benson Asset Management. He started his career at James Capel & Co. He is also a non-executive director of Schroders Unit Trust Limited.
  • David Barron

    Chairman

    David Barron is a Chartered Accountant and is Chief Executive of Miton Group plc. He is a Member of the Council and Finance Committee of Lancaster University. He was, until 2013, Head of Investment Trusts of JP Morgan Asset Management and, until 2014, a director of The Association of Investment Companies.
  • Catherine Claydon

    Non-Executive Director

    Catherine Claydon worked for Goldman Sachs International from 1992 until 2007, most recently as a Managing Director in its Pension & Insurance Strategies Group. Previously, she was Global Head of Goldman Sachs Commodity Index marketing. Catherine was an MD at Lehman Brothers in its Pension Advisory Group from 2007 until 2008. She is also a director of the Barclays UK Retirement Fund, chairman of the BBC Pension Trust and a trustee of the British Steel Pension Scheme. She is the Senior Independent Director.

  • Jasper Judd

    Non-Executive Director

    Jasper Judd is a Chartered Accountant. Until 2012, he worked for Brambles Limited, a listed Australian multinational, where he held a number of senior executive roles including Global Head of Strategy. He is also a non-executive director of JP Morgan Indian Investment Trust plc.
    He is Chairman of the Audit Committee.

  • Elisabeth Scott

    Non-Executive Director

    Elisabeth Scott worked for Schroders in Hong Kong from 1992 until 2008, most recently as Country Head. Previously she was responsible for Schroders’ institutional client business in Hong Kong and managed multi-asset portfolios. She chaired the Hong Kong Investment Funds Association between 2005 and 2007. She is also director of India Capital Growth Fund Limited, Fidelity China Special Situations Investment Trust PLC, Allianz Technology Trust PLC and the Association of Investment Companies.

  • Howard Williams

    Non-Executive Director

    Howard Williams has over 35 years’ of fund management experience and was, until October 2017, Chief Investment Officer and Head of the Global Equity Team at JPMorgan Asset Management. Prior to joining JPMorgan Asset Management in 1994, he held a number of senior positions at Shell Pensions and Kleinwort Benson Asset Management. He started his career at James Capel & Co. He is also a non-executive director of Schroders Unit Trust Limited.
Ben Ritchie

Ben Ritchie

Senior Investment Manager

Ben Ritchie is Deputy Head of European Equities at Aberdeen Standard Investments and originally joined Aberdeen Asset Management in 2002 as a graduate, having interned with Aberdeen in 2000 and 2001. Ben graduated with a BA (Hons) in Modern History and Politics from Pembroke College, University of Oxford and is a CFA Charterholder.

Louise Kernohan

Louise Kernohan

Senior Investment Manager

Louise Kernohan is an Investment Director in the UK Equities team at Aberdeen Standard Investments, having joined Aberdeen Asset Management via the acquisition of Deutsche Asset Management businesses in 2005. Louise graduated with a BSc (Hons) in Mathematics, Physics and Philosophy and an MA in Management from the University of Durham and is a CFA Charterholder.

  • Ben Ritchie

    Senior Investment Manager

    Ben Ritchie is Deputy Head of European Equities at Aberdeen Standard Investments and originally joined Aberdeen Asset Management in 2002 as a graduate, having interned with Aberdeen in 2000 and 2001. Ben graduated with a BA (Hons) in Modern History and Politics from Pembroke College, University of Oxford and is a CFA Charterholder.

  • Louise Kernohan

    Senior Investment Manager

    Louise Kernohan is an Investment Director in the UK Equities team at Aberdeen Standard Investments, having joined Aberdeen Asset Management via the acquisition of Deutsche Asset Management businesses in 2005. Louise graduated with a BSc (Hons) in Mathematics, Physics and Philosophy and an MA in Management from the University of Durham and is a CFA Charterholder.

Financial calendar

Event Date
Year End 31 January
Accounts Published March
Annual General Meeting May
Dividend Paid Aug, Nov, Feb, May

Trust details

Dunedin Income Growth Investment Trust PLC

Registered Office:
7th Floor,
40 Princes Street,
Edinburgh
EH2 2BY

Registered in Scotland as an Investment Company Number SC881

Launch Date: February 1873

Risk Warning
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. The tax benefits relating to ISA investments may not be maintained. Investors should review the relevant Key Information Document (KID) brochure prior to making an investment decision.
Read the detailed risk warning 
Investor warning: Please be aware of scams that can affect investors. Read the full investor risk warning