Lindsell Train Global Equity Inclusive - Class A - Income (GBP)





Our view on this Fund
This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »
Nick Train and Michael Lindsell have managed lots of funds over the years. They've regularly beaten their benchmarks over their long careers. Our analysis suggests stock-picking has been the main driver of returns.
Since the launch of their Global Equity fund in 2011, performance has been helped by investments in the consumer goods sector. This has been one of the strongest performing sectors over recent years.
The team's fairly conservative investment approach means some of their best performance has been during falling markets. When the market's got tough that's where they've often added the most value. In the rising markets of recent years though, the fund's also done exceptionally well. This doesn't indicate how it'll do in the future though.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
12/12/14 to 12/12/15 | 12/12/15 to 12/12/16 | 12/12/16 to 12/12/17 | 12/12/17 to 12/12/18 | 12/12/18 to 12/12/19 | |
---|---|---|---|---|---|
Annual return | 15.50% | 25.24% | 28.20% | 15.52% | 11.26% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Fund Management Group Comment
Information about the fund
