Investment proposition

Dunedin Enterprise is the only UK listed investment trust with an ongoing mandate to invest exclusively in the UK lower mid-market. We (the Trust) are able to offer investors a uniquely focussed opportunity to invest solely in unquoted small and medium sized UK businesses direct.

We operate an active distribution policy whereby a proportion of capital proceeds from realised investments are returned to shareholders in addition to dividend distributions.

Portfolio analysis

Our portfolio is focused on UK lower mid-market buyouts invested mainly through funds managed by our investment manager, Dunedin LLP.

We have a particular focus on the Industrials, Business Services and Financial Services sectors.

How to invest

In addition to investing through your broker you can also invest in the Trust through the Alliance Trust product range which includes an Investment Dealing Account, Stocks & Shares ISA and SIPP.

Latest financial reports