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Portfolio

LWI

Lowland Investment Company plc

Potential investors must read the latest annual report and where relevant the key information document before investing.

Portfolio

Lowland Investment Company invests in a broad spread of predominately UK companies. It typically has around 120 holdings and more than 50% in small and medium-sized companies. The fund managers are not constrained by the weightings of any index but instead focus on controlling absolute risk by diversifying on the basis of underlying company characteristics. These may include size, industry, economic sensitivity, clients and management.


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. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.

Top 10 holdings

HSBC 2.60%
Standard Chartered 2.44%
BP 2.22%
Aviva 2.20%
Shell 2.10%
Barclays 2.08%
Marks & Spencer Group 2.07%
GSK 2.05%
Irish Continental Group Plc 1.99%
Tesco 1.96%

Geographical breakdown

The geographic breakdown may not add up to 100% due to rounding.

Sector breakdown

The sector breakdown may not add up to 100% due to rounding.