Lowland Investment Company Plc (LWI)

Category UK Flex-Cap Equity
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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. The Financial Conduct Authority will review this in 2025.

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

159.00p

Buy

160.00p

arrow-down-1.00p (-0.62%)

Discount/Premium

-8.52%

Estimated NAV

174.90p

Prices updated at 19 Dec 2025, 16:35 GMT
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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
arrow-up0.53%
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.

Annual performance (%)

Year
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This fundPeer group index
30 Sep 14 - 30 Sep 15-2.194.30
30 Sep 15 - 30 Sep 167.429.51
30 Sep 16 - 30 Sep 1716.3612.17
30 Sep 17 - 30 Sep 184.174.86
30 Sep 18 - 30 Sep 19-11.92-1.86
30 Sep 19 - 30 Sep 20-24.60-17.77
30 Sep 20 - 30 Sep 2153.3245.89
30 Sep 21 - 30 Sep 22-16.39-11.96
30 Sep 22 - 30 Sep 2313.9314.65
30 Sep 23 - 30 Sep 2418.2914.53
30 Sep 24 - 30 Sep 2524.3715.49

Primary benchmark: FTSE AllSh TR GBP

Peer group index: Morningstar IT UK Equity Income

Trailing returns (%)

Year
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This fundPeer group index
1 Day0.630.33
1 Month6.315.33
3 Months8.957.32
6 Months13.239.45
1 Year33.8021.50
3 Years annualised16.9212.27
5 Years annualised12.2011.18

Primary benchmark: FTSE AllSh TR GBP

Peer group index: Morningstar IT UK Equity Income

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


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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