# Lowland Investment Co PLC (LWI)

**Page:** https://fundology.uk/fund/lwi · ISIN GB00BNXGHS27

## 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 13/11/2026, LWI (Lowland Investment Co PLC, ISIN GB00BNXGHS27) closed at £1.91 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by +43.2% (income paid out is not included), or +11.8% 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: **£1.91** (13/11/2026).

## Key facts

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

## Past returns (periods to 13/11/2026)

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

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +24.92% | +20.49% | price only |
| 3 years | +76.39% | +59.36% | price only |
| 5 years | +43.23% | +11.80% | price only |

Returns: worked out from recorded daily closes. Inflation: UK 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 +27.9%; 2026 to 13/11/2026 +18.7%. Returns of Lowland Investment Co PLC in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +22.4%; to 30/09/2025: +18.8%; to 30/09/2024: +13.3%; to 30/09/2023: +8.1%; to 30/09/2022: −18.7%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -10.0% | -17.6% | Price |
| 2023 | +3.5% | -0.6% | Price |
| 2024 | +1.2% | -2.2% | Price |
| 2025 | +27.9% | +23.5% | Price |
| 2026 to 13/11/2026 | +18.7% | +14.9% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 16.26% | -15.41% |
| 3 years | 15.45% | -15.41% |
| 5 years | 17.89% | -27.78% |

## Largest fall

Volatility of Lowland Investment Co PLC in pounds, annualised from weekly returns to 13/11/2026: 16.3% over 1 year, 15.4% over 3 years, 17.9% over 5 years. Largest fall in the price of Lowland Investment Co PLC since November 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 13/11/2026 the price of Lowland Investment Co PLC was at its highest weekly close since November 2021, in pounds.

## Charges & eligibility

- Stocks and shares ISA eligible: usually (check with your platform)
- SIPP eligible: usually (check with your provider)
- ISA and SIPP mean the kind of product usually qualifies under HMRC rules. We do not check each platform’s list — each provider decides which funds it offers. Crypto ETNs have not qualified for a stocks and shares ISA since 06/04/2026, and overseas funds that are not UK-recognised UCITS, such as Swiss ETFs, do not usually qualify.

## Questions people ask

**What is the ISIN of LWI?**

The ISIN of LWI is GB00BNXGHS27. An ISIN identifies one exact share class of a fund; LWI is its ticker on the London Stock Exchange.

**What were LWI’s returns in each of the last five years?**

Calendar-year returns of LWI in pounds (price only, income paid out not included): 2022 −10.0%, 2023 +3.5%, 2024 +1.2%, 2025 +27.9%; 2026 to 13/11/2026 +18.7%. Past performance is not a guide to future returns.

**How has LWI done after inflation?**

Over the five years to 13/11/2026 LWI’s price changed by +43.2% (income paid out is not included), or +11.8% after UK CPIH inflation. Past performance is not a guide to future returns.

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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.