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.
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.
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.