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.
About us
Learn about our investment approach, the team behind the trust, plus key company information.
Dunedin Income Growth Investment Trust
Targeting growth of income and capital from a portfolio invested mainly in UK companies that meet the Company's Sustainable and Responsible investing criteria
The Board believes that companies that best manage Environmental Social and Governance (ESG) risks and opportunities will provide investors with superior risk adjusted returns.
Accordingly, with the support of shareholders, the Company has adopted an enhanced ESG approach consistent with the existing strategic objectives of the Company.
Why Dunedin Income Growth Investment Trust:
Uniquely positioned in the UK Equity Income sector with a differentiated, selective strategy looking to deliver growth in capital and income by investing in the best companies in the UK and Europe, whilst also meeting our sustainable and responsible investing criteria.
A high conviction portfolio of around 40 stocks with an emphasis on balancing dividend yield with growth and sustainability.
Managed by one of the best resourced UK Equity teams, alongside a proven income track record having grown or maintained the dividend for 39 years.
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.