At a glance
Dunedin Enterprise Investment Trust PLC was established in 1973 and listed on the London Stock Exchange in 1987. We (the Trust) specialise in the provision of equity finance for management buyouts, management buyins and growing businesses.
Our investment objective is to achieve substantial long term capital growth from our investments and we aim to achieve a rate of return on equity in excess of 8% per annum over the long-term.
Our new commitments are purely in UK lower mid-market management buyouts with an enterprise value of approximately £20m to £100m. This gives our non-institutional shareholders a focussed opportunity to access the UK lower mid-market not readily available elsewhere.
We invest in unquoted companies directly or via private equity funds managed by Dunedin LLP, whose investment team collectively has over 150 years of experience in private equity.
The Trust was highly commended in the 2012 Money Observer Investment Trust awards for the best private equity trust*.
*This award refers to past performance and is not a reliable indicator of future results.