Our Investment Case Studies | Dunedin Income Growth Investment Trust

Dunedin Income Growth Investment Trust PLC is a discerning selection of robust, high quality companies. Aiming for resilient quarterly income, whatever the weather, this trust is widely diversified across quality companies.

Here you will find out more about a selection of stocks in our portfolio including what the companies do and the opportunities they offer.

Explanatory Note:

Companies that the Investment Manager’s investment analysts score highly on the quality of their ESG risk management are designated as ‘Sustainable Leaders’.

Those Sustainable Leaders that have a high alignment of revenues or investment with the UN sustainable development goals will additionally be designated as ‘Solutions Providers’. The majority of the Company’s portfolio will be invested into Sustainable Leaders.

Companies that are scored as average in ESG risk management with the potential to improve are designated as ‘Sustainable Improvers’.

Assura

Assura is a property company that owns 560 healthcare properties throughout the UK, comprising both local GP surgeries and larger primary care centres.

ASML

ASML is an innovation leader which supplies hardware, software and services to semi-conductor manufacturers.

AstraZeneca

AstraZeneca is one of the fastest growing healthcare companies globally.

Mercedes-Benz

Mercedes-Benz has one of the most widely recognised and valuable global brands. 2023 was a year full of challenges for the automotive sector, including consumer discretionary pressures, heightened competition, and deceleration in demand for electric vehicles (“EVs”).

National Grid

National Grid is a new holding in the portfolio this year. The company’s primary business is the transmission and distribution of electricity and gas across the UK and the northeastern United States.