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

503.08p

arrow-down-4.38p (-0.86%)

Fund Code

LTUEA

B18B9X7

GB00B18B9X76

Prices updated as at 18 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAbove Average
Morningstar riskLow
Morningstar rating
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5 - year
Morningstar returnHigh
Morningstar riskLow
Morningstar rating
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10 - year
Morningstar returnHigh
Morningstar riskLow
Morningstar rating
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Overall
Morningstar returnHigh
Morningstar riskLow
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Dec 2021

1 year3 years
3.654.67
0.500.66
-0.790.22
28.9561.94
1.710.80
7.1313.24
7.139.80

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.