Lowland Investment Company (LSE: LWI)

Last close As at 18/03/2024

GBP1.15

−1.00 (−0.86%)

Market capitalisation

GBP311m

Lowland Investment Company (LWI) aims to give investors a higher-than-average return with growth in both capital and income over the medium to long term by investing in a broad spread of predominantly UK companies. LWI measures its performance against the total return of the broad UK stock market, although its portfolio is markedly different from that of its benchmark index.

Latest Insights

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Equity Analyst

Martyn King

Martyn King

Director, Financials

Key Management

  • James Henderson

    Fund manager

  • Laura Foll

    Fund manager

Share Price Performance

Price Performance
% 1M 3M 12M
Actual 0.9 (5.0) (5.0)
Relative 0.6 (6.3) (9.7)
52 week high/low 126.5p/104.5p

Overview

Since we published our detailed review of Lowland Investment Company (LWI) in August, quarterly DPS has been increased 4.9% to 1.6p, continuing a long track record of progressive dividends, and maintaining the trust’s position as one of the highest yielding in the UK Equity Income sector. In the financial year to 30 September 2023 (FY23), its NAV total return of 17.2% was 3.4 percentage points ahead of the benchmark, despite larger-cap stocks continuing to lead market performance, a strong headwind to the trust’s multi-cap approach in the previous year. Although market uncertainties prevail, the managers continue to identify opportunities in market leading, well managed businesses with growth potential.

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