UK Income Equity
Dunedin Income Growth Investment Trust
Last updated: 2026-03-13
The Verdict
Dunedin Income Growth Investment Trust charges an expense ratio of 0.56%. On a $100,000 portfolio, that's $560 per year in fees. Supreme.PM's decoded model provides similar exposure at a fraction of the cost, potentially saving $310 per year.
Expense Ratio
0.56%
Star Rating
3/ 5
Market Beta
1.03
Supreme.PM Cost
0.25%
Annual platform fee
Fee Analysis
Dunedin Income Growth Investment Trust charges 0.56% annually. Supreme.PM offers equivalent exposure for 0.25%, a savings of 0.31 percentage points.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
UK Income Equity Category
Browse all UK Income Equity funds
UK Income Equity Rankings
Top-rated UK Income Equity funds
Our Methodology
How we decode fund strategies
Artemis Income
3-star rated
Invesco Income & Growth (UK)
2-star rated
Jupiter UK Income Fund
5-star rated
M&G Dividend Fund Sterling
3-star rated
Invesco UK Equity High Income (UK)
3-star rated
Frequently Asked Questions
What is the expense ratio of Dunedin Income Growth Investment Trust?
Dunedin Income Growth Investment Trust has an expense ratio of 0.56%. Supreme.PM's decoded model provides similar exposure at a significantly lower cost.
How does Supreme.PM replicate Dunedin Income Growth Investment Trust?
Supreme.PM uses AI to analyze the fund's holdings and trading patterns, creating a decoded model that tracks the fund's performance.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.