# Lowland Investment Co PLC (LWI)

**Source:** https://fundology.uk/fund/lwi · ISIN GB00BNXGHS27 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 30/09/2026, LWI (Lowland Investment Co PLC, ISIN GB00BNXGHS27) closed at £1.86 on the London Stock Exchange. Over the five years to 30/09/2026 its price changed by +44.7% (income paid out is not included), or +14.5% after UK CPIH inflation.

## Summary

Lowland Investment Co PLC is an investment trust. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.

Latest close: **£1.86** (30/09/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | LWI |
| ISIN | GB00BNXGHS27 |
| Category | Investment trusts |
| Type | Investment trust |
| Domicile | United Kingdom |

## Past returns (periods to 30/09/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +22.37% | +19.04% | price only |
| 3 years | +70.64% | +54.93% | price only |
| 5 years | +44.75% | +14.47% | price only |

Returns: Fundology, from recorded daily closes. Inflation: ONS CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of Lowland Investment Co PLC in pounds (price only, income paid out not included): 2022 −10.0%, 2023 +3.5%, 2024 −1.2%, 2025 +30.2%; 2026 to 30/09/2026 +16.6%. Returns of Lowland Investment Co PLC in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +25.3%; to 30/09/2025: +16.0%; to 30/09/2024: +13.3%; to 30/09/2023: +8.1%; to 30/09/2022: −22.0%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -10.0% | -17.6% | Price |
| 2023 | +3.5% | -0.6% | Price |
| 2024 | -1.2% | -4.6% | Price |
| 2025 | +30.2% | +25.7% | Price |
| 2026 to 30/09/2026 | +16.6% | +13.4% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 16.20% | -15.41% |
| 3 years | 15.61% | -15.41% |
| 5 years | 17.80% | -27.78% |

## Largest fall

Volatility of Lowland Investment Co PLC in pounds, annualised from weekly returns to 30/09/2026: 16.2% over 1 year, 15.6% over 3 years, 17.8% over 5 years. Largest fall in the price of Lowland Investment Co PLC since October 2021, in pounds: −27.8% from 11/02/2022 to 14/10/2022. The lowest 12-month return of Lowland Investment Co PLC in pounds (price only, income paid out not included) since January 2021 was −23.1% (12 months to 14/10/2022); the highest was +40.3% (12 months to 10/04/2026). On 30/09/2026 the price of Lowland Investment Co PLC was 1.1% below its highest weekly close since October 2021 (07/08/2026), in pounds.

## Charges & eligibility

- ISA eligible: yes
- SIPP eligible: yes

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.