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LF Lindsell Train UK Equity Acc

Ranked 25 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Nick Train

Nick Train co-founded Lindsell Train in 2000 alongside Michael Lindsell, and is managing director and an equity fund manager. Prior to this he worked at M&G Investments where he was the head of global equities and he also worked for GT where he managed the GT Income fund for 13 years.

Objective

To invest primarily in the securities of companies which are listed, quoted or dealt on any of the markets of the London Stock Exchange, including the Alternative Investment Market (AIM), with the objective of achieving capital and income growth and providing a total return in excess of that of the FTSE All-Share Index.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2017 - 31/03/2018
  • Rank 25/259 Total Return
  • Rank 218/259 Standard Deviation
  • Rank 18/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9%
2017 20.7% 7.0% 4.0% 2.2% 6.2%
2016 11.3% 2.9% -0.7% 8.8% 0.0%
2015 11.7% 10.2% -2.8% -2.9% 7.5%
2014 7.5% 0.9% -0.2% -0.9% 7.8%
2013 35.7% 17.5% 0.2% 5.5% 9.2%
2012 21.8% 7.7% 0.4% 7.2% 5.1%
2011 1.4% 0.8% 4.9% -8.9% 5.3%
2010 30.4% 10.9% -4.1% 11.3% 10.2%
2009 35.3% -6.0% 10.5% 25.7% 3.6%
2008 -25.4% -12.1% -9.3% -2.6% -4.0%
2007 2.6% 4.9% 0.9% -1.5% -1.6%
2006 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/07/2006
  • Share Class size4,748Mn
  • Base currencyGBP
  • ISIN GB00B18B9X76

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • Initial investment0

Related News

Nick Train set to splash cash after market sell-off

With two of his stocks the subject of takeover bids, Nick Train expects to be flush with cash soon, and can see plenty of claims on that money.

Terry Smith and Nick Train hit by Sage slump

Shares on course for worst day in 25 years after cut to guidance, dealing blow to big fund manager backers Terry Smith and Nick Train.

Leigh Himsworth on the niche retailers powering his portfolio

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Nick Train: why I taught myself to be bullish

A defining moment in Nick Train's career came when he stopped trying to sound mature and embraced bullishness, he writes for Citywire.

Lindsell stays tuned to football as TV bid war calms

Star manager Michael Lindsell owns shares in Italian champions Juventus and is unfazed by signs the frenzy for football TV rights is slowing.

Burberry and Pearson falls hit FTSE and Train

Luxury brand and educational publisher fall to bottom of FTSE 100, dealing blow to big fund manager backer Nick Train.

Train hit by Burberry slump on costly luxury push

Shares in luxury clothing maker, a longstanding favourite of star manager Nick Train, fall on costly plans to move further upmarket.

Exactly how much do the top fund managers turn over?

Wealth Manager research analyses how extensively six top fund managers turnover stocks in their portfolios.

Nick Train: Diageo needs to splash cash wisely

Star fund manager Nick Train is monitoring his top position Diageo after its buy of George Clooney’s tequila brand for $700 million.

Lindsell Train: Pearson can still be a digital winner

Fund managers Mike Lindsell and Nick Train look to buy more shares in Pearson after reviewing the position after painful dividend cut.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).