Morningstar ratings are based on the representative share class of this fund and are dated to the last month-end upon availability from Morningstar.
The Company aims to give shareholders a higher than average return with growth of both capital and income over the medium to long term. The Company’s policy is to invest in a broad spread of predominantly UK companies of differing sizes with normally not more than half by value coming from the largest 100 UK companies and the balance from small and medium sized companies.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the latest annual report and where relevant, the key investor information document before investing.
This website is for promotional purposes and does not qualify as an investment recommendation.
ABOUT THIS TRUST
Investing for the long term across all sizes of British business
Seeking to deliver a predictable, growing income for shareholders
Integrating environmental, social and governance factors throughout the investment process
Due to renewed and extended guidelines from the UK Government, the Board strongly encourage shareholders to appoint the Chairman as their proxy to vote their shares at the forthcoming AGM, and to stay at home rather than attend in person. Zoom functionality has been added to allow shareholders to attend and ask any questions. Please use the following link to register for the zoom webinar and to see the Fund Managers’ presentation.
Lowland Investment Company plc 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. It typically holds more than 50% in small- and medium-sized companies. The trust targets income and capital growth through a long list of holdings typically around 120 stocks. It has a bottom-up approach to stock selection that prioritises value and growth potential.
The fund managers are James Henderson and Laura Foll. James joined the asset management industry in 1982 and has been with Janus Henderson since 1984. James has managed the trust since 1990. Laura joined the asset management industry with Janus Henderson in 2009. Laura has co-managed the trust with James since 2016.
The Association of Investment Companies (AIC) classifies trusts into sectors as a way of grouping companies with common characteristics. The classifications are based on a combination of the trust's regional or industry focus, and its investment objective. Lowland Investment Company plc is classified within the ‘UK Equity Income’ sector.
For general insight into the Trust please see the latest Edison commissioned research: 2021 research note.
This research gives general insight into the background of the Investment Trust, and the investment strategy with which it is run. In addition to this it outlines the Trust’s objectives and provides updates from the Fund Manager, as well as recent performance data.
Laura Foll, Co-Portfolio Manager of Lowland Investment Company, delivers an update on the Trust, highlighting the key drivers of performance, recent portfolio activity, and provides an outlook for the UK equity market.
The value of the Funds 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 is not a guide to future performance.
Third party data is believed to be reliable, but its completeness and accuracy is not guaranteed.
If a trust's portfolio is concentrated towards a particular country or geographical region, the investment carries greater risk than a portfolio diversified across more countries.
Some of the investments in this portfolio are in smaller companies shares. They may be more difficult to buy and sell and their share price may fluctuate more than that of larger companies.
This trust is suitable to be used as one component in several in a diversified investment portfolio. Investors should consider carefully the proportion of their portfolio invested into this trust.
Active management techniques that have worked well in normal market conditions could prove ineffective or detrimental at other times.
The trust could lose money if a counterparty with which it trades becomes unwilling or unable to meet its obligations to the trust.
Shares can lose value rapidly, and typically involve higher risks than bonds or money market instruments. The value of your investment may fall as a result.
The return on your investment is directly related to the prevailing market price of the trust’s shares, which will trade at a varying discount (or premium) relative to the value of the underlying assets of the trust. As a result losses (or gains) may be higher or lower than those of the trust’s assets.
The trust may use gearing as part of its investment strategy. If the trust utilises its ability to gear, the profits and losses incured by the trust can be greater than those of a trust that does not use gearing.
The Company confirms that it currently conducts its affairs so that its ordinary shares of 25p each can be recommended by IFAs to ordinary retail investors in accordance with the Financial Conduct Authority’s (FCA) rules in relation to non-mainstream investment products and intends to continue to do so for the foreseeable future.
The shares are excluded from the FCA’s restrictions which apply to non-mainstream investment products because they are shares in an investment trust.