Aims to provide a dividend income with prospects for both income and capital growth
The Fund aims to provide a dividend income with prospects for both income and capital growth. The Fund invests primarily in shares of UK companies in any industry. The Fund may also invest in bonds of any quality from any issuer, money market instruments and bank deposits. The Fund may use derivatives to reduce risk or to manage the Fund more efficiently.
Ratings for this fund include:
| Asset class | Equities |
| Product Structure | OEIC |
| Inception Date | Oct 1, 1974 |
| Base Currency | GBP |
|
Fund Assets As of 30/11/24 |
$167.76M |
| Index | FTSE All Share Index |
| Index Usage | Target |
| Peer Group Benchmark | IA UK Equity Income |
| Peer Group Benchmark Usage | Comparator |
| Year End | 30-Jun |
| Pricing Basis | Single Priced |
Our intellectual capital is readily available and central to our Knowledge Shared approach"
In this video, Laura Foll, co-manager of Lowland Investment Company, discusses the trust’s results.
Watch Laura Foll, co-manager of Lowland Investment Company, introduce the trust and discuss why investors should look to the UK for income.
Last month, Laura Foll, co-manager of Henderson Opportunities Trust and Lowland Investment Company, spoke at the AIC Investment Company Showcase.
