Overview
Lowland Investment Company aims to give shareholders a higher than average return with growth of both capital and income over the medium to long term. The Company’s policy is to invest in a broad spread of predominantly UK companies of differing sizes with normally not more than half by value coming from the largest 100 UK companies and the balance from small and medium sized companies.
Fundamentals
Price
Research History
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26 Jun 2020 2 min read
QuotedData’s weekly roundup 26 June 2020
James Carthew’s weekly news roundup show for Friday, 26 June, covers BioPharma Credit, the UK office market and the collapse of intu. It also includes an interview with James Henderson and Laura Foll, co-managers of Lowland Investment Trust. Listen back here If there is a guest speaker you’d particularly like to hear from, please email us […]
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10 Jan 2020 10 min read
QuotedData’s economic roundup – January 2020
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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05 Jul 2019 8 min read
QuotedData’s economic roundup – July 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
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18 Jan 2019 2 min read
QuotedData’s economic roundup – January 2019
QuotedData’s economic roundup – January 2019 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of […]
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11 Jul 2018 2 min read
QuotedData’s Economic round up – July 2018
QuotedData’s Economic round up – July 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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10 Jan 2018 2 min read
QuotedData’s economic round up – January 2018
QuotedData’s economic round up – January 2018 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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14 Jun 2017 2 min read
QuotedData investment companies roundup – June 2017
QuotedData investment companies roundup – June 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2017. Kindly sponsored by Baillie Gifford. June Investment Companies Roundup Japan was one of the best places to be […]
News
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08 Dec 2020 4 min read
Lowland hit by industrials and insurance exposure
Lowland hit by industrials and insurance exposure – Lowland has announced results for the year ended 30 September 2020. Lowland’s NAV declined by 24.8% during the year, and its share price by a similar amount. These declines compare with a fall in the company’s benchmark, the All-Share index, of 16.6%. The dividend has been increased by 0.5p […]
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09 Apr 2020 2 min read
Where next for Perpetual Income shareholders?
One of the bigger news stories of the week in investment companies was Perpetual Income & Growth’s decision to remove Mark Barnett as manager and invite offers for the management contract. Interested parties have until 5pm on 17 April to throw their hat into the ring. One of the more bizarre reactions to this was […]
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17 Dec 2018 8 min read
Lowland has a disappointing year
Lowland Investment Company (LWI) has announced its annual results for the year ended 30 September 2018. The chairman, Robert Robertson, reports that, during the year, LWI saw a combination of modest capital growth and strong revenue growth with an NAV total return of 2.7%. He says that this has been a disappointing year when measured […]
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15 Dec 2017 2 min read
Lowland extends its run of above average dividend increases
Lowland extends its run of above average dividend increases – Lowland’s NAV total return was 17.0% for the year ended 30 September 2017, compared with the benchmark All-Share Index return of 11.9%. Three interim dividends of 12.0p have been paid and a final dividend of 13.0p is proposed, total dividends for the year will amount to […]
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31 May 2017 3 min read
Lowland chops management fee
Lowland chops management fee as its interims show the fund outperforming its benchmark. In Lowland’s current management agreement the management fee is charged at 0.5% per annum. This rate will continue to apply to the first GBP375m of net chargeable assets but, with effect from 1 July 2017, a reduced management fee of 0.4% per annum on assets above […]
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07 Feb 2017 1 min read
All trust sectors bar one made money in ’16
UK Smaller Companies was the only investment sector to lose money in 2016 despite a turbulent political and economic landscape, new research has revealed. See more here
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13 Dec 2016 2 min read
New co-manager on Lowland
Lowland Investment Company says that its net asset total return for the year ended 30 September 2016 was 12.2% which compares to a 16.8% return for the UK market and an 8.6% return on the Numis Smaller Companies Index. The total dividend for the year will be 45p, which is an increase of 9.8% over […]
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02 Dec 2016 1 min read
Lowland issues 20 year debt
Lowland Investment Company has agreed to issue GBP30m in senior unsecured fixed rate private placement notes at an annualised coupon of 3.15% with a 20 year bullet maturity. The funding date for the Notes will be 5 January 2017 and the Notes will be due for repayment on 5 January 2037. The semi-annual interest payment dates […]
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24 May 2016 2 min read
Lowland tweaks performance fee
Over the six months to the end of March 2016, Lowland’s total return and that of its benchmark, the FTSE All Share Index, were both virtually unchanged with Lowland up 3.8% and the Index up 3.5%. The Company paid a first interim dividend of 11.0p at the end of April, and now declares a second interim […]
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28 Jan 2016 2 min read
F&C Managed Portfolio beats UK market
F&C Managed Portfolio Trust has published interim results for the six months ended 30 November 2015, announcing a net asset value total return of -5.1% for the Income shares and -2.4% for the Growth shares compared to the FTSE All-Share Index return of -6.4%. The key drivers of the performance of the Growth Portfolio were […]
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09 Dec 2015 3 min read
Lowland sees strong income growth from special dividends
Lowland, managed by James Henderson (pictured), has released its annual results for the year ended 30 September 2015. In what the board describe as a difficult year, the company’s NAV total return rose 0.8%, beating its FTSE All-Share benchmark, which fell 2.3%. The share price opened the year at a small premium, but closed at a […]
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27 May 2015 1 min read
Lowland hit by Velocys investment
Lowland’s performance was just ahead of its benchmark over the six months ended 31 March 2015. The interim report says the total return on net assets was 5.6% as compared to 5.3% for the FTSE All-Share Index. The share price return was hit by a shift from trading on a 0.7% premium to a 7.6% […]
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11 Dec 2014 1 min read
Lowland held back by industrial exposure
Lowland, managed by James Henderson (pictured), has published its results for the year that ended on 30 September 2014. Over this period the fund generated a total return on net assets of 5.7% – a little bit below the return on the FTSE All-Share Index of 6.1%. The dividend was increased by 8.8% to 37p, paid […]
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20 May 2014 1 min read
Lowland : LWI – interims
Lowland has released its results for the half year ended 31 March 2014. Over that period the total return on the net asset value was 7.3% and the total return to shareholders was 7.5%. The quarterly dividend has been upped to 9p per quarter from 8.5p. The report says that some money from strongly performing […]
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11 Dec 2013 1 min read
Lowland : LWI
Lowland has published its results for the year ended 30 September 2013 and the fund has had another great year. The total return was 33.3% on the NAV and 37.5% on the share price. they compare themselves to the AIC UK Growth & income sector – this returned 26.4% on average – and the FTSE […]
Upcoming Events
Videos
In The Press
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07 Jan 2021 2 min read
Questions of Trust
QUESTIONS OF TRUST In: Portfolio Adviser, The Professionals’ Guide to Value Investing James Carthew, Director, QuotedData If you believe last November’s bounce in value stocks heralds the start of a renaissance for the strategy, who are the potential beneficiaries in the investment trust sector? Last year turned out to be a bumper one for all […]
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27 Nov 2020 2 min read
Bargains abound as investment trust sector yield spikes to 21st century high
Bargains abound as investment trust sector yield spikes to 21st century high Unweighted yield hit 5.2% at end-October David Brenchley, Investment Week, 25 November 2020 Income has been hard to come by for UK investors in recent years, and this was particularly the case in 2020 as Covid-19 wreaked havoc on dividends from stocks around […]
