An update from our co-managers, Georgina Cooper and Ben Ritchie


In this podcast we are joined by Ben Ritchie and Georgina Cooper, co-managers of Dunedin Income Growth Investment Trust. They give their thoughts on UK markets in the post restart environment, and discuss how the Trust has evolved over the past six months.

Recorded on 11 October 2021.


Discrete performance (%)

Year ending 30/09/21 30/09/20 30/09/19 30/09/18 30/09/17
Share Price 38.6 (4.9) 11.1 4.6 9.7
NAVA 23.7 (3.8) 8.1 4.2 9.2
FTSE All-Share 27.9 (16.6) 2.7 5.9 11.9

Total return; NAV to NAV, net income reinvested, GBP. Share price total return is on a mid-to-mid basis. Dividend calculations are to reinvest as at the ex-dividend date. NAV returns based on NAVs with debt valued at fair value. Source: Aberdeen Asset Managers Limited, Lipper and Morningstar. Past performance is not a guide to future results.



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. Please refer to the relevant Key Information Document (KID) prior to making an investment decision. Please be aware of scams that can affect investors.