LF Lindsell Train UK Equity Fund Accumulation

LF Lindsell Train UK Equity Fund Accumulation
Lindsell Train Ltd (Link)
Open Ended Investment Company
UK All Companies
0.65 %
Risk Rating
3 Year Sharpe
3 Year Alpha
2 %
The investment objective of the Company is to invest 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. It is the Company’s policy to invest primarily in ordinary shares, preference shares and convertible bonds listed, quoted or dealt in or any of the markets of the London Stock Exchange, including AIM. It is the Company’s policy not to invest in unlisted securities, other collective investment schemes, warrants, derivatives, immovables or gold.
Holding %
Unilever PLC 10.03 %
Diageo PLC 10.01 %
RELX PLC 10.01 %
London Stock Exchange Group PLC 9.59 %
Mondelez International Inc Class A 9.25 %
Hargreaves Lansdown PLC 8.08 %
Schroders PLC 7.67 %
Burberry Group PLC 6.99 %
Sage Group (The) PLC 6.80 %
Heineken Holding NV 4.74 %
Region %
United Kingdom 80.34 %
Eurozone 10.41 %
United States 9.25 %
Sector %
Consumer Defensive 42.16 %
Financial Services 28.01 %
Communication Services 13.67 %
Consumer Cyclical 9.37 %
Technology 6.80 %
Lindsell Train Ltd (Link)
United Kingdom
Legal Structure
Open Ended Investment Company


Nick Train
Joined 07/11/2006

Nick Train co-founded Lindsell Train Limited in 2000. He is the portfolio manager for UK equity portfolios and jointly manages Global portfolios. Before founding Lindsell Train he was head of Global Equities at M&G Investment Management, having joined there in 1998 as a director. Previously he spent 17 years (1981 – 1998) at GT Management which he left soon after its acquisition by Invesco. At his resignation he was a director of GT Management (London), Investment Director of GT Unit Managers and Chief Investment Officer for Pan-Europe. Nick has a BA honours degree in Modern History from Queen’s College, Oxford.

Data provided by Morningstar.

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