Investment Trusts

Lowland Investment Company Plc

LWI:LSE

Lowland Investment Company Plc

  • Price (GBX)177.50
  • Today's Change2.50 / 1.43%
  • Shares traded445.96k
  • 1 Year change33.96%
  • Beta1.3681
Data delayed at least 20 minutes, as of Feb 06 2026 16:35 GMT.
More ▼

Profile data is unavailable for this security.

About the company

Lowland Investment Company plc is a United Kingdom-based investment trust company. The Company's objective is 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 invests in a combination of large, medium, and smaller companies listed in the United Kingdom. In normal circumstances, up to half the portfolio is invested in Financial Times Stock Exchange (FTSE) 100 companies and the remainder is divided between small and medium-sized companies. The Company invests in various sectors, such as basic materials, consumer discretionary, consumer staples, energy, financials, healthcare, industrials, real estate, technology, telecommunications, and utilities. Janus Henderson Fund Management UK Limited acts as the Company's alternate investment fund manager.

  • Revenue in GBP (TTM)63.26m
  • Net income in GBP58.56m
  • Incorporated1960
  • Employees0.00
More ▼

Profile

Management group(s)Janus Henderson Investors Ltd
AIC sectorUK Equity Income
ISINGB00BNXGHS27
Launch date01 Jan 1963
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

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. The Company will invest in a combination of large, medium and smaller companies listed in the UK. They are not constrained by the weightings of any index; they focus instead on controlling absolute risk by diversifying on the basis of underlying company characteristics such as size, industry, economic sensitivity, clients and management.

Managed by

Laura Foll, James Henderson

Management & contract fees

Management fees of 0.5% p.a. is applied to average Net Chargeable Assets up to GBP 325m and 0.4% in excess thereof. Six months notice of termination is required.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
BlackRock Frontiers Investment Trust PLC53.39m43.26m357.40m0.00357.40m0.00
Dunedin Income Growth Investmnt Trst PLC14.02m8.75m362.69m0.00362.69m0.00
Pensionbee Group PLC36.69m-4.52m383.03m193.00383.03m193.00
Polar Capital Global Fincls Trust PLC110.56m99.29m383.17m0.00383.17m0.00
Schroder Japan Trust PLC25.27m20.97m389.31m0.00389.31m0.00
Lowland Investment Company PLC63.26m58.56m390.45m0.00390.45m0.00
AVI Japan Opportunity Trust PLC52.30m48.69m394.07m0.00394.07m0.00
CT Private Equity Trust PLC43.90m30.67m396.84m0.00396.84m0.00
Aberdeen Asian Income Fund Ltd24.04m17.05m397.62m0.00397.62m0.00
Fidelity Asian Values PLC51.82m43.37m400.54m0.00400.54m0.00
Polar Capital Global Healthcare Trst PLC-23.48m-28.05m407.70m0.00407.70m0.00
European Opportunities Trust PLC-17.15m-27.92m410.60m0.00410.60m0.00
Gresham House Energy Storage Fund PLC-489.29k-8.27m412.57m24.00412.57m24.00
Invesco Bond Income Plus Ltd31.85m26.68m423.13m0.00423.13m0.00
Ashoka India Equity Investment Trust PLC28.01m-1.05m425.83m0.00425.83m0.00
Mortgage Advice Bureau (Holdings) PLC290.80m19.02m425.88m936.00425.88m936.00
Data as of Feb 06 2026. Currency figures normalised to Lowland Investment Company Plc's reporting currency: UK Pound GBX

Institutional shareholders

19.30%Per cent of shares held by top holders
HolderShares% Held
1607 Capital Partners LLCas of 28 Jan 202512.51m5.69%
Hargreaves Lansdown Fund Managers Ltd.as of 02 Jan 20269.33m4.24%
Rathbones Investment Management Ltd.as of 02 Jan 20268.11m3.69%
JPMorgan Securities Plc (Market-Maker)as of 02 Jan 20262.59m1.18%
TrinityBridge Ltd.as of 02 Jan 20262.09m0.95%
BlackRock Investment Management (UK) Ltd.as of 02 Jan 20261.88m0.86%
J. M. Finn & Co. Ltd.as of 02 Jan 20261.83m0.83%
HSBC Global Asset Management (UK) Ltd.as of 02 Jan 20261.45m0.66%
Vanguard Asset Management Ltd.as of 30 Nov 20251.41m0.64%
Schroder & Co Bank AG (Private Banking)as of 02 Jan 20261.24m0.56%
More ▼
Data from 31 Jan 2025 - 28 Jan 2026Source: FactSet Research Systems Inc.
Data Provided by LSEG
All markets data located on InvestorsChronicle.co.uk is subject to the Investors Chronicle Terms & Condition
All content on InvestorsChronicle.co.uk is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by IC and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.
Any information that you receive via Investors Chronicle is at best delayed intraday data and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. Investors Chronicle is not responsible for any use of content by you outside its scope as stated in the Investors Chronicle Terms & Condition.