LWI

Lowland Investment Company plc

Overview

The Lowland Investment Company invests in a blend of large, medium and small UK businesses with the objective of growing capital and income on behalf of our shareholders. The portfolio managers have a strong valuation focus and stocks are assessed on an individual basis following in-depth analysis.

Investment Objective: The Company 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. The Company measures its performance against the FTSE All-Share Index Total Return.

Objective Income & Growth

Total Assets £375.53M

As of 30/04/2025

Share price 145.00p

As of 27/06/2025

Estimated NAV 156.97p

As of 27/06/2025

Discount / Premium -7.63%

As of 27/06/2025

Yield 4.43%

As of 27/06/2025

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Growing income by growing capital

Learn about the trust’s progressive dividend policy.

Large, medium and small

The trust invests across all sizes of UK companies.

Strong valuation focus

The fund managers take a patient approach to buying into companies with underlying strengths.

Marketing Communication. 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. Past performance can be viewed here.

Awards and ratings

Alpha Manager 2025

James Henderson, co-manager of Lowland Investment Company, has earned an Alpha Manager Rating – a distinction recognising the top 10% of fund managers in the UK.

View methodology. Source: FE Fundinfo, 13/03/2025.
Past performance does not predict future returns.

Progressive performance

When it comes to dividends, our goal is to provide shareholders with better-than-average dividend growth as well as maintain the quarterly progressive dividend policy.

Read more on our dedicated Dividend page

Home-grown growth

From big to small, the mainly UK stocks that make up the Lowland Investment Company are handpicked by our managers.

See the detailed breakdown

Read the latest research

Edison provides detailed research including on the portfolio and process.

Read now

Latest Annual Report

Latest Factsheet

The value of the trusts 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 does not predict future returns.
Third party data is believed to be reliable, but its completeness and accuracy is not guaranteed.

If a Company's portfolio is concentrated towards a particular country or geographical region, the investment carries greater risk than a portfolio that is diversified across more countries.
Some of the investments in this portfolio are in smaller company shares. They may be more difficult to buy and sell, and their share prices may fluctuate more than those of larger companies.
This Company is suitable to be used as one component of several within a diversified investment portfolio. Investors should consider carefully the proportion of their portfolio invested in this Company.
Active management techniques that have worked well in normal market conditions could prove ineffective or negative for performance at other times.
The Company could lose money if a counterparty with which it trades becomes unwilling or unable to meet its obligations to the Company.
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 Company's shares, which will trade at a varying discount (or premium) relative to the value of the underlying assets of the Company. As a result, losses (or gains) may be higher or lower than those of the Company's assets.
The Company may use gearing (borrowing to invest) as part of its investment strategy. If the Company utilises its ability to gear, the profits and losses incurred by the Company can be greater than those of a Company that does not use gearing.

The Company confirms that it currently conducts its affairs so that its ordinary shares of 2.5p 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.
For detailed product information including the risks associated with investing please read the relevant Prospectus or Annual Report. Please refer to the AIFMD Disclosure document and Annual Report of the AIF before making any final investment decisions.
The Company underwent a 10 for 1 stock split on 7 February 2022; comparative NAV, share price and dividend figures have, where possible, been adjusted to reflect this, but historic dividends and earnings per share up to 7 February 2022 may reflect the previous position, unless otherwise stated.
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Overview

Statistics

Keep in touch

Growing income by growing capital

Large, medium and small

Strong valuation focus

Awards and ratings

Alpha Manager 2025

Progressive performance

Home-grown growth

Read the latest research

Latest Annual Report

Latest Factsheet

Insights

How do you manage a portfolio in this foggy market?

Lowland Investment Company: Half-Year Results 2025

Lowland Investment Company: Full-Year Results 2024