LF Lindsell Train UK Equity Fund

Select share classes

LF 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

508.40p

arrow-down-3.03p (-0.59%)

Fund Code

LTUEA

B18B9X7

GB00B18B9X76

Prices updated as at 14 Jan 2022
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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.

Growth of £1,000 as of 16 Jan 2022, 10:01

Trailing returns (%) as of 16 Jan 2022, 10:01

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Dec 11 - 31 Dec 1221.3813.54
31 Dec 12 - 31 Dec 1335.3323.58
31 Dec 13 - 31 Dec 147.251.00
31 Dec 14 - 31 Dec 1511.482.43
31 Dec 15 - 31 Dec 1611.3113.11
31 Dec 16 - 31 Dec 1720.6611.63
31 Dec 17 - 31 Dec 18-1.09-9.82
31 Dec 18 - 31 Dec 1922.8119.35
31 Dec 19 - 31 Dec 20-2.47-9.10
31 Dec 20 - 31 Dec 2112.7217.97

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day-0.59-0.13
1 Month-1.502.86
3 Months0.583.59
6 Months-0.714.90
1 Year8.6614.68
3 Years annualised8.697.61
5 Years annualised8.724.76
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.