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

150 years of evolving for shareholders

Formed in 1873 in Dundee, Dunedin Income Growth Investment Trust is proud to celebrate its 150th year in 2023

Learn more about the trust as it is today, including our investment approach, team and portfolio.

About us

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

Online presentation recording from 7th May 2024

Dunedin Income Growth Investment Trust held an online presentation on Tuesday 7th May 2024. This online event took the form of a short introduction from the Chair David Barron, followed by a more detailed presentation from the managers, Ben Ritchie and Rebecca Maclean. There was also an opportunity to raise questions and a recording is available below.

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. 

Find out more about Dunedin Income Growth Investment Trust

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.

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.

Key documents

Our investment approach

How we invest to achieve our goals

Learn how we research and select holdings and how we look to invest to benefit people and planet.

Our investment approach

Meet the team

Get to know the people behind the trust

Our independent board and portfolio management team provide a wealth of investment experience. 

Meet the team
using a laptop

News & insights

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View our news and insights

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