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LWI

Lowland Investment Company plc

Overview

The Lowland Investment Company invests in a blend of large, medium and small UK businesses with the objective of growing capital and income on behalf of our shareholders. The portfolio managers have a strong valuation focus and stocks are assessed on an individual basis following in-depth analysis.

Investment Objective: The Company aims to give shareholders a higher than average return with growth of both capital and income over the medium to long-term, by investing in a broad spread of predominantly UK Companies. The Company measures its performance against the FTSE All-Share Index Total Return.

Statistics

Objective Income & Growth
Total Assets £426.53M
As of 31/10/2024
Share price 123.50p
As of 21/11/2024
Estimated NAV 140.35p
As of 21/11/2024
Discount / Premium -12.00%
As of 21/11/2024
Yield 5.04%
As of 20/11/2024

Growing income by growing capital

Learn about the trust’s progressive dividend policy.

Large, medium and small

The trust invests across all sizes of UK companies.

Strong valuation focus

The fund managers take a patient approach to buying into companies with underlying strengths.

Marketing Communication. Past performance does not predict future returns. The value of an investment and the income from it may go down as well as up and you may lose the amount originally invested. Past performance can be viewed here.

Progressive performance

When it comes to dividends, our goal is to provide shareholders with better-than-average dividend growth as well as maintain the quarterly progressive dividend policy.

Read more on our dedicated Dividend page

Home-grown growth

From big to small, the mainly UK stocks that make up the Lowland Investment Company are handpicked by our managers.

See the detailed breakdown

Read the latest research

Edison provides detailed research including on the portfolio and process.

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Latest Annual Report

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Latest Factsheet

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  • ​The value of the trusts and the income from them is not guaranteed and may fall as well as rise. You may get back less than you originally invested.
  • ​Past performance does not predict future returns.
  • Third party data is believed to be reliable, but its completeness and accuracy is not guaranteed.