About The Trust

Dunedin Enterprise Investment Trust PLC specialises in the provision of equity finance for management buyouts, management buyins and growing businesses.

The Trust's primary objective is to achieve substantial long-term growth in its assets through capital gains from its investments.

History

Dunedin Enterprise Investment Trust was established in 1974 and listed on the London Stock Exchange in 1987. Its investment objective has remained constant over the period.

Investment Strategy

Since its inception the Trust has focused on investing in private companies, historically focusing on smaller and medium size buyouts based in the UK. The investment strategy has continued to evolve in line with developments in the wider market for unquoted investments, and as the private equity industry has matured.

To provide shareholders with a wider spread of investments the Trust is pursuing a fund investment programme - making investments in private equity funds managed by leading private equity fund managers across Europe, continuing the specialisation in small and medium sized buyouts. This complements its UK focus which is driven primarily through investment in the buyout funds managed by the Manager of the Trust, Dunedin Capital Partners Limited.

It is expected that, in the medium to long term, the allocation of indirect investment through private equity funds will increase.