Lowland Investment Company

Overview
Price performance
Financials
Research
Thematics

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

Investment Companies |
Review

12.04.24

Lowland Investment Company — Is the tide turning?

Investment Companies |
Update

10.10.23

Lowland Investment Company — Dividend growth and NAV outperformance

Investment Companies |
Update

14.08.23

Lowland Investment Company — Capital growth to follow income?

Investment Companies |
Update

22.12.22

Lowland Investment Company — A healthy recovery in portfolio income

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Sector

Investment Companies

Equity Analyst

Martyn King

Director, Financials

Key Management

James Henderson

Fund manager
Laura Foll

Fund manager

Share Price Performance

Price Performance
%	1M	3M	12M
Actual	2.1	4.3	(0.6)
Relative	0.4	(2.0)	(2.9)
52 week high/low	126.5p/104.5p

Overview

Lowland Investment Company’s (LWI’s) unconstrained, multi-cap investment policy differentiates it from most peers in the AIC UK Equity Income sector. It offers investors broad market exposure, outside of the large, traditional ‘income stocks’ at a 13% discount to NAV. The underperformance of small- and mid-cap companies versus larger peers has slowed and a turnaround would be very positive for LWI. Portfolio returns are already benefiting from acquisition activity, spurred by low valuations, and LWI has been outperforming its benchmark for the past 18 months. Meanwhile, quarterly DPS is running at 4.9% above the previous year, an annualised rate of 6.4p, reflecting a prospective yield of 5.3%.