Lowland Investment Company Plc (LWI)
Category UK Flex-Cap Equity
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
129.00p
Buy
130.00p
0.00p (+0.00%)
Discount/Premium
-13.17%
Estimated NAV
149.137p
Prices updated at 20 May 2024, 08:58 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.
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.
- Key stats
- Price
- Performance
- Charges & documents
- Shares & trades
- Dividends
- Portfolio
- Risk
- News & dates
- Trust info
- Director info
Annual charges
Product charges | |
---|---|
0.64 | |
0.64 | |
0.15 | |
Minimum investment | 25.00 |
Documents
Document name | Language | Date posted |
---|---|---|
Factsheet | English | 31 Mar 2024 |
Annual Report | English | 30 Sep 2023 |
Semi-Annual Report | English | 31 Mar 2023 |
Key Information Document (KID) | English | 30 Jun 2022 |
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