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.
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% |