£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.
Sector |
|---|
| Investment companies |
Share price graph
Price performance
% |
1m |
3m |
12m |
||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||
| *% relative to local index | |||||||||||||||
Key management |
|
|---|---|
| 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 |
You may also be interested in…
- Aberdeen Asian Income Fund
- Aberdeen Diversified Income and Growth Trust
- Aberdeen Latin American Income Fund
- Aberdeen New Thai Investment Trust
- Aberdeen Standard Equity Income Trust
- Acorn Income Fund
- Atlantis Japan Growth Fund
- Baillie Gifford China Growth Trust
- Baker Steel Resources Trust
- Bankers Investment Trust (The)
- BioPharma Credit
- BlackRock Emerging Europe
- BlackRock Greater Europe Investment Trust
- BlackRock Latin American Inv. Trust
- BMO Managed Portfolio Trust Growth Portfolio
- BMO Managed Portfolio Trust Income Portfolio
- Canadian General Investments
- CVC Credit Partners European Opportunities
- Diverse Income Trust (The)
- EJF Investments
- Electra Private Equity
- European Assets Trust
- F&C Investment Trust
- Fidelity Asian Values
- Fidelity China Special Situations
- Fidelity European Trust
- Fidelity Japan Trust
- Fidelity Special Values
- Finsbury Growth & Income Trust
- Foresight Solar Fund
- Genesis Emerging Markets Fund
- Gresham House Strategic
- Gulf Investment Fund
- Hansa Investment Company
- HarbourVest Global Private Equity
- Henderson Alternative Strategies Trust
- Henderson Far East Income
- Henderson International Income Trust
- Henderson Opportunities Trust
- HgCapital Trust
- Invesco Asia Trust
- JPMorgan Global Convertibles Income Fund
- JPMorgan Global Growth & Income
- Jupiter Green Investment Trust
- Jupiter UK Growth Investment Trust
- Jupiter US Smaller Companies
- Lazard World Trust Fund
- Marble Point Loan Financing
- Martin Currie Asia Unconstrained Trust
- Martin Currie Global Portfolio Trust
- Murray Income Trust
- Murray International Trust
- NB Private Equity Partners
- Ocean Wilsons Holdings
- Princess Private Equity Holding
- Schroder AsiaPacific Fund
- ScotGems
- Scottish Oriental Smaller Companies
- Securities Trust of Scotland
- Seneca Global Income & Growth Trust
- Standard Life Investments Property Income Trust
- Standard Life Private Equity Trust
- Standard Life UK Smaller Companies
- Templeton Emerging Markets Investment Trust
- The Biotech Growth Trust
- The Brunner Investment Trust
- The European Investment Trust
- The Law Debenture Corporation
- The Merchants Trust
- The North American Income Trust
- The Scottish Investment Trust
- TR European Growth Trust
- UIL
- UK Commercial Property REIT
- Utilico Emerging Markets Trust
- Vietnam Enterprise Investments
- VietNam Holding
- VinaCapital Vietnam Opportunity Fund
- Witan Investment Trust
- Worldwide Healthcare Trust