WS Lindsell Train UK Equity Fund

Select share classes

WS Lindsell Train UK Equity Fund Accumulation

Category UK Large-Cap Equity



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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

523.94p

arrow-up2.55p (+0.49%)

Fund Code

LTUEA

B18B9X7

GB00B18B9X76

Prices updated as at 28 Mar 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.

Annual charges

Product charges
0.65
0.09
No
0.05
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 07 Feb 2024pdf
Fund Provider FactSheet 31 Dec 2023pdf
Annual Reports 31 Dec 2022pdf
Interim Short Report 31 Dec 2022pdf
Annual Short Report 31 Aug 2022pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.