WS Lindsell Train UK Equity Fund Income
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
335.79p
2.90p (+0.87%)
Fund Code
LTUEI
B18B9V5
GB00B18B9V52
Prices updated as at 23 Apr 2024
Prices in GBX
Investment objective
The investment seeks to deliver capital and income growth and provide a total return in excess of that of the FTSE All-Share Total Return Index, over any five-year period, after all costs and charges have been taken. To invest at least 70% of its assets directly in the shares of companies incorporated or domiciled in the United Kingdom. Up to 10% of assets may be invested in companies that are listed on an exchange in the United Kingdom.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Our view
- Nick Train thinks about investing as owning part of a business, rather than ‘owning a piece of paper or some sort of electronic signal on a screen.’
- The manager looks for undervalued, profitable companies whose brands and market positions allow them to ‘offer something truly unique.’ Three broad types of firms meet these criteria: global consumer brands, owners of media or software intellectual property, and capital market proxies. Read more.