Lindsell Train Investment Trust

Lindsell Train Investment Trust
Lindsell Train Ltd
Closed Ended Investment Company
0.88 %
Risk Rating
3 Year Sharpe
3 Year Alpha
3 %
UK Treasury 3.5% 2068 GBP
Fund Size
£ 246 million
Discount Premium
The company is to invest in: (i). a wide range of financial assets including equities, unquoted equities, bonds, funds, cash and other financial investments globally with no limitations on the markets and sectors in which investment may be made, although there may be a bias towards Sterling assets consistent with a Sterling-dominated investment objective. The Directors expect that the flexibility implicit in these powers will assist in the achievement of the absolute returns that the investment objective requires; (ii). in Lindsell Train managed fund products, subject to Board approval, up to 25% of its GA; 3. in Lindsell Train Limited (LTL) and to retain a holding, currently 24.23%, in order to benefit from the growth of the business of the Investment Manager.
Holding %
Lindsell Train Limited 48.05 %
London Stock Exchange Group PLC 8.99 %
Nintendo Co Ltd 6.64 %
LF Lindsell Train North American Eq Acc 6.29 %
Diageo PLC 5.66 %
PayPal Holdings Inc 4.82 %
Unilever PLC 4.45 %
Mondelez International Inc Class A 3.22 %
RELX PLC 3.19 %
Barr (A G) PLC 3.05 %
Region %
United Kingdom 80.25 %
United States 8.71 %
Japan 7.07 %
Lindsell Train Ltd
SW1E 6AU, London, United Kingdom
Legal Structure
Closed Ended Investment Company


James Bullock
Joined 03/31/2018

James is Portfolio Manager for global equity accounts having joined Lindsell Train in October 2010. He has a Masters degree in Physics from the University of Oxford and a doctorate in Biomechanics from the University of Cambridge. He passed the Investment Management Certificate in 2012 and was promoted to Portfolio Manager in April 2015.

Michael Lindsell
Joined 01/22/2001

Michael Lindsell co-founded Lindsell Train Limited in 2000. He is the portfolio manager for Japanese equity portfolios and jointly manages Global portfolios.Before founding Lindsell Train he spent seven years at GT Management, first as CIO.Following the acquisition of GT by Invesco in 1998 he was appointed head of the combined global product team.His previous experience included working at Mercury Asset Management where he was director and head of Japanese fund management,at Scimitar Asset Management where he ran Pacific and Japanese mandates and at Lazard Brothers as an investment manager.

Nick Train
Joined 01/22/2001

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.

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