The UK Investor Magazine was thrilled to welcome Rebecca Maclean, Co-Manager of Dunedin Income Growth Investment Trust, to the podcast to drill down into the trust’s portfolio and strategy.
Dunedin Income Trust takes a total return approach to UK and European equities to achieve a dividend yield of 4.8%.
Find out more about Dunedin Income Growth
We explore the trust’s stock selection process, and Rebecca provides deep insight into their selection process and how they identify high-quality companies that offer both growth and a sustainable income yield.
The podcast highlights several of Dunedin Income Growth’s portfolio holdings and Rebecca provides a fascinating overview of their investment thesis for holdings such as Assura, Chesnara and M&G.
Rebecca explains the opportunity in the trust’s shares ‘triple discount, which encompasses the attractive valuation of UK equities generally and the trust’s share price discount to NAV.
We discuss the macro influences that could support the trust’s holdings and why Dunedin Income Growth is a good choice to ride out tariff-induced volatility.
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