Publication of August 2026 Factsheet
Summary by AI BETAClose X
Investment Company PLC
LEI: 2138004PBWN5WM2XST62
10 September 2026
The Investment Company plc
(the "Company")
Monthly Factsheet
The Company is pleased to announce that its Factsheet for the month ended 31 August 2026 is now available on the Company's website:
https://theinvestmentcompanyplc.co.uk/wp-content/uploads/2026/09/INV-Factsheet-August-2026.pdf
August 2026 was the first full month that the Company's portfolio was managed by Dowgate Wealth Limited following their appointment on 28 July 2026 alongside completion of the Tender Offer, Admission of new Ordinary Shares, the amendment to the Company's investment objective and policy, and the amendment to the Company's articles of association.
For further information, please contact:
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The Investment Company PLC |
Tel: +44 (0) 20 3934 6632
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Dowgate Wealth Limited (portfolio manager) Jackson Wray (Sales and IR) |
Tel: +44 (0) 20 3416 9349 |
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Shore Capital |
Tel: +44 (0) 20 7601 6128 |
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Gillian Martin / Anita Ghanekar / Matthew Walton (Corporate Advisory) Henry Wilcocks / Fiona Conroy (Corporate Broking) |
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Houston (PR advisers) Charlie Barker / Nick Jackman |
Tel: +44 (0) 77 3303 2695 |
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ISCA Administration Services Limited (Company Secretary) |
Tel: +44 (0) 1392 487056 |
Notes to Editors:
About The Investment Company plc
Established in 1868, The Investment Company is one of the UK's oldest investment trusts. On 28 July 2026, the Company appointed Dowgate Wealth Limited as its Investment Manager to pursue a new strategy, with a revised investment objective and policy .
Under Dowgate's portfolio management, the Company seeks to preserve and grow shareholders' purchasing power over the long term through a diversified, multi-asset investment strategy. The portfolio may invest in global equities, monetary metals, Bitcoin (via regulated exchange traded products (ETPs) and inflation-linked securities, with allocations actively managed in response to changing market conditions and economic environments.
Further information on the Company can be found on its website at https://theinvestmentcompanyplc.co.uk/
About Dowgate Wealth Limited ("Dowgate")
Dowgate is a dynamic, owner-managed boutique wealth and fund manager. As at 31 December 2025, Dowgate administered approximately £2 billion in client assets, of which approximately £900 million was managed on a discretionary basis. It acts as investment or portfolio manager to two funds - including one closed-ended vehicle, Onward Opportunities Limited - and has a track record for taking on and scaling mandates. Dowgate currently acts as investment manager for private clients, high net worth individuals, charities and trusts.
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