Laura Foll, fund manager for Lowland Investment Company, discusses the Trust’s latest performance and explains why she is hopeful sentiment towards UK companies will improve following the UK general election. Laura also discusses the latest portfolio activity and explains why the team have chosen to increase its position in UK smaller companies.

Glossary

Alternative investment market (AIM): a sub-market of the London Stock Exchange that is designed to help smaller companies access capital from the public market.

Absolute return: The total return of a portfolio, as opposed to its relative return against a benchmark. It is measured as a gain or loss, and stated as a percentage of a portfolio's total value.