Podcasts

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

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

In this podcast we are introduced to new co-manager of the Trust, Georgina Cooper. Georgina and her fellow co-manager Ben Ritchie explain how they will work together to build on the momentum of the last few years as well as looking at recent portfolio changes and discussing their thoughts about what the future might hold.

Recorded on Monday 28th September 2020

 

Discrete performance (%)

Year ending 30/09/20 30/09/19 30/09/18 30/09/17 30/09/16
Share Price (4.9) 11.1 4.6 9.7 14.8
NAVA (3.8) 8.1 4.2 9.2 18.2
FTSE All-Share (16.6) 2.7 5.9 11.9 16.8

A Including current year revenue. 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.

 


Transcript

Dunedin Income Growth Investment Trust: manager update

An update from our co-managers, Louise Kernohan and Ben Ritchie

In this podcast we are joined by Louise Kernohan and Ben Ritchie, co-managers of Dunedin Income Growth Investment Trust as they give their perspective on today's situation, highlight changes to the portfolio, discuss the hunt for income and explain how this investment company is preparing for the future.

Recorded on Tuesday 12th May 2020

Transcript

A focus on quality

In this podcast, we focus on 'quality' companies.

It has long been part of the Aberdeen Standard Investments philosophy that returns from 'quality' companies are more resilient over the long-term. We believe quality becomes particularly important in difficult environments, such as those we find ourselves in in today.

In this podcast, we are joined by Ben Ritchie, co-manager of Dunedin Income Growth Investment Trust, Bruce Stout, manager of Murray International Trust and Hugh Young, manager of Aberdeen Standard Asia Focus.

We discuss the theme of 'quality' - why it has formed a core of our investment philosophy and what that looks like in practice.

Recorded on Tuesday 28th April 2020

 


Investing for income

In this podcast Ben Ritchie, co-manager of Dunedin Income Growth Investment Trust, joins Iain Pyle, manager of Shires Income and Fran Radano, manager of the North American Income Trust. The environment for income-seekers was already tough, thanks to more than a decade of low rates. However, policymakers' response to the coronavirus has seen rates pushed lower still, at a time when a number of high profile companies have been forced to cut their dividends. Today we're discussing the challenges for those seeking an income from their investments.

Recorded on Tuesday 14th April 2020

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.