Lowland Investment Company Plc (LWI)

Category UK Flex-Cap Equity

This investment trust can be held in an Investment ISA, SIPP and Investment Account

Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.

Sell

162.50p

Buy

163.00p

arrow-up4.00p (+2.52%)

Discount/Premium

-10.27%

Estimated NAV

177.20p

Prices updated at 01 Apr 2026, 16:35 BST

Prices minimum 15 mins delay

Prices in GBX

Investment 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.

FTSE All-Share

1.9%

LSE

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

	159.00
Launch date	01 Jan 1963
	164.00p - 162.00p
	186.50p - 111.00p
	177.20 as of 31 Mar 2026
Ongoing charge audited (%)	0.71
	0.66
	0.00
	3.86
	425,270.20
	219.97m
	349.76m
	115.60
	Quarterly
	£453.99m
	£376.15m
	-8.63
	-8.57
	-10.35
Fund comparative index	FTSE AllSh TR GBP
	Daily
	0.42m
	0.64m
	GB00BNXGHS27

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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