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Data as at: 20/07/2026

Fund manager benchmark
FTSE AllSh TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Lowland Investment Company Share price total return 24.9 78.6 69.5 130.1
UK Equity Income AIC sector Share price total return 15.8 43.1 59.2 125.0
Lowland Investment Company NAV total return 25.8 67.3 79.3 122.3
UK Equity Income AIC sector NAV total return 14.2 41.8 59.1 117.6
Morningstar UK * Total return 19.8 52.3 75.0 121.0
Return type 1 year 3 years 5 years 10 years
Lowland Investment Company Share price total return 12,490 17,860 16,950 23,010
UK Equity Income AIC sector Share price total return 11,580 14,310 15,920 22,500
Morningstar UK * Total return 11,980 15,230 17,500 22,100
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Discrete annual performance (%) Discrete annual performance (£)

Return type 20/07/21 - 22 20/07/22 - 23 20/07/23 - 24 20/07/24 - 25 20/07/25 - 26
Lowland Investment Company Share price total return -3.3 5.9 13.8 19.8 24.9
Lowland Investment Company NAV total return -3.2 6.2 17.1 13.9 25.8
Morningstar UK * Total return 6.5 7.9 12.0 14.3 19.8
Return type 20/07/21 - 22 20/07/22 - 23 20/07/23 - 24 20/07/24 - 25 20/07/25 - 26
Lowland Investment Company Share price total return 9,670 10,590 11,380 11,980 12,490
Morningstar UK * Total return 10,650 10,790 11,200 11,430 11,980
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