Edison issues report on Lowland Investment Company (LWI)

Summary by AI BETAClose X

Edison Investment Research issued a report on Lowland Investment Company (LWI) on October 23, 2025, highlighting its strong performance. LWI's NAV total return for the year to September (FY25) was 20.8%, exceeding its benchmark by 460bp. The company's trailing dividend yield is 4.3%, which is above the broad market yield of 3.3%. LWI has also been actively repurchasing shares at a discount to NAV.

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Edison Investment Research Limited
Edison issues report on Lowland Investment Company (LWI)

23-Oct-2025 / 15:44 GMT/BST
The issuer is solely responsible for the content of this announcement.


 

London, UK, 23 October 2025

 

Edison issues report on Lowland Investment Company (LWI)

Edison issues report on Lowland Investment Company (LSE: LWI)

Lowland Investment Company’s (LWI’s) unconstrained, multi-cap investment policy differentiates it from most peers in the AIC UK Equity Income sector, offering investors broad market exposure outside the large, traditional ‘income stocks’. The trust outperformed strongly in the year to September (FY25), generating an NAV total return of 20.8%, 460bp ahead of its benchmark, and is well ahead of the benchmark over the past one, three and five years. This is an impressive performance given that smaller company share gains have trailed those of larger peers, and reflects strong stock selection. Despite the share price rise, LWI provides a trailing dividend yield of 4.3%, above the broad market yield of 3.3%, and has opportunistically repurchased shares at a discount to NAV to further enhance shareholder value.

Click here to read the full report.

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