WS Lindsell Train UK Equity Fund

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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

499.72p

arrow-up1.67p (+0.34%)

Fund Code

LTUEA

B18B9X7

GB00B18B9X76

Prices updated as at 18 Apr 2024
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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.

Our view

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The LF Lindsell Train UK Equity Fund is managed by Nick Train and aims to capitalise on global consumer brands; owners of media or software intellectual property and capital market proxies.

This LF Lindsell Train fund looks for undervalued, profitable companies whose brands and market positions allow them to ‘offer something truly unique’.

Nick 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’.

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.