Stuttgart - Delayed Quote GBp

WS Lindsell Train UK Equity D Inc (0P0001261W.L)

167.49 +0.56 (+0.34%)
As of April 18 at 10:00 PM GMT+2. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -3.39%
5y Average Return 2.47%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 18, 2024) 23.01%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 23.01%
Worst 3Y Total Return 1.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001261W.L
Category
YTD
1.29%
0.00%
1-Month
1.10%
0.00%
3-Month
1.29%
0.00%
1-Year
0.40%
0.00%
3-Year
4.24%
0.00%
5-Year
4.30%
0.00%
10-Year
8.02%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001261W.L
Category
2024
--
--
2023
4.80%
--
2022
-5.93%
--
2021
12.89%
--
2020
-2.33%
--
2019
23.01%
--
2018
-0.92%
--
2017
20.88%
--

2016
11.52%
--
2015
11.98%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.29% -- -- --
2023 5.73% -0.41% -3.14% 2.76%
2022 -6.95% -8.04% 3.51% 6.21%
2021 -0.48% 8.36% 0.40% 4.26%
2020 -15.84% 10.14% 1.88% 3.43%
2019 9.73% 10.01% 4.00% -2.02%
2018 -3.89% 9.73% 0.69% -6.70%
2017 7.00% 4.05% 2.21% 6.22%
2016 2.98% -0.61% 8.88% 0.08%
2015 10.25% -2.79% -2.83% 7.52%

2014 -0.17% -0.86% 7.83% --

Rank in Category (By Total Return)

YTD 94
1-Month 98
3-Month 94
1-Year 99
3-Year 85
5-Year 73

Load Adjusted Returns

1-Year -1.61%
3-Year 3.54%
5-Year 3.88%
10-Year 7.80%

Performance & Risk

YTD Return -3.39%
5y Average Return 2.47%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Lindsell Train Ltd
Net Assets 3.76B
YTD Return 1.29%
Yield 2.17%
Morningstar Rating
Inception Date Feb 28, 2014

Fund Summary

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