£319.5m market cap
1170p last close
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.
Investment summary
Lowland Investment Company (LWI) invests across the UK market capitalisation spectrum, seeking a combination of capital and income growth. Although its smaller-cap bias and value-orientated investment approach mean it has underperformed in recent years, managers James Henderson and Laura Foll at Janus Henderson Investors remain confident in the ability of well financed, well managed companies in areas such as engineering and insurance to recover and grow in the medium term. In the meantime, the trust has revenue reserves with which it plans to support its long-term record of maintaining or growing its annual dividends.
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Key management |
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Robert Robertson | Chairman |
Duncan Budge | Non- Executive Director |
Gaynor Coley | Non- Executive Director |
Karl Sternberg | Non- Executive Director |
Simon Longfellow | Head of Marketing Investment Trusts |
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