Lindsell Train Global Equity Class D - Income (GBP)
Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
The fund was set up in 2011 by Michael Lindsell and Nick Train, who both have more than three decades of investment experience. Lindsell spent much of his earlier career in the Japan sector and worked in Tokyo and Hong Kong. He became responsible for all global funds at GT Management, and when GT was bought by Invesco in 1998, became head of the combined global product team. Train was previously head of Global Equities at M & G Investment Management, where he'd worked since 1998. Before that he spent 17 years at GT Management in various senior roles including investment director and chief investment officer for Pan-Europe.
James Bullock joined them as co-manager in 2015, having previously worked with Lindsell and Train as an analyst for several years. The bulk of the team's experience comes from Lindsell and Train, so our conviction lies with them, although Bullock is building a strong track record of his own too.
The managers are also responsible for several regional funds and trusts, with a focus on areas such as the UK and Japan.
Although we rate the managers highly, the fund isn't currently on the Wealth Shortlist. It was previously on the Wealth 50, a predecessor of the Wealth Shortlist, but we made the decision to remove it as the Lindsell Train business owns a significant number of shares in Hargreaves Lansdown plc. This was done to avoid any potential conflict of interest.