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Good incentive, eh? Some funds charge you when you first invest, which is aptly known as the initial charge. This is how much the fund management company charges to run the fund. This stands for Ongoing Charges Figure. How much the fund is currently paying out in income to investors. This fund targets capital and income growth from a concentrated portfolio of equities.
Management duo Michael Lindsell and Nick Train fund invest worldwide, but focus primarily on developed markets. As with their other funds, they buy what they view as durable, cash-generative business franchises and hold them for the long term. The portfolio mainly consists of larger companies and has historically carried an overweight to Japan.
The fund aims to achieve capital and income growth over the long term by investing in a concentrated portfolio of global equities, primarily those listed in developed countries. Despite the focus on developed markets, the managers believe that a company's location can be irrelevant given the increasing level of globalisation. A sustainable high return on equity and low capital intensity are important fundamentals in identifying potential buys, before the managers calculate an intrinsic value relative to the share price.
They believe that companies that are properly researched along these criteria offer relatively low risk, therefore they form a highly concentrated portfolio. This will typically be focused on consumer franchises, but will also include owners of intellectual property and marketplaces.
Stock turnover is very low as the managers are relatively insensitive to changes in valuation, considering the quality of the business more important. The portfolio will typically look very different from the index so performance is likely to substantially deviate from its benchmark. Lindsell Train was established in by Michael Lindsell and Nick Train and was founded on the shared investment philosophy they developed while working together in the early s.
They have a distinct investment style, taking large positions in a small number of high conviction businesses. Given the quality and stability of these businesses this does not necessarily increase risk, and in fact their funds have typically offered a degree of protection in falling markets.
Performance figures are based on the average of monthly percentage returns relative to the benchmark index. Our unique indicator: the Bestinvest Manager Record Index MRI measures the likelihood that the fund manager is adding value through their decisions.
It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.
The value of investments and the income from them can go down as well as up and you may not get back the amount invested. Past performance is not a guide to future performance. Please use this form to get in touch with our experts if you have any questions or would like more information. If you would like one of our investment professionals to call you, please fill out your details and one of our team will be in touch.
We are open, call us: Call us: Request a callback Your basket:. Search Compare. Lindsell Train Global Equity D Hargreaves Lansdown has highlighted recent underperformance in the Lindsell Train Global Equity fund in a review of the fund it knocked out of the former Wealth 50 last year. That is despite the fund gaining ground during the coronavirus pandemic.
Consumer staples is the largest sector weighting with Nevertheless, Curtis highlighted that Lindsell Train Global Equity had behaved as expected during the Covid crisis given its best periods of performance have usually been when markets have fallen.
In the first half of , the fund returned 3. Curtis also noted the fund is underweight in the US, which represents See also: Nick Train describes Covid as most distressing period of four-decade career. It could work alongside a high risk emerging markets fund, he said. Tags: Hargreaves Lansdown Lindsell Train. You must be logged in to post a comment. Receive the latest news and analysis relevant to UK wealth managers in our twice-daily emails. Fixed Income. Skip to content. Access full content on the Portfolio Adviser site, access your saved articles, control email preferences and amend your account details Username Password Remember Me Lost your password?
Grabbit while you can It's Gone, but was it any good? I won! Important update! Please take the time to familiarise yourself with the latest version. Thrugelmir Forumite Thrugelmir said:. While I appreciate no fund is risk free, the global trackers are a safer bet, than an active fund, woodford being a prime example. Stargunner Forumite 80 posts. It can be difficult at times for the newish investor like me, not to avoid temptation to backing todays winners such as SMT and even INRG to an extent and seeing their stellar returns over the last 6 months.
Johnnyboy11 Forumite posts. Johnnyboy11 said:. I am still mulling on ditching my cheap index tracker for the active funds on offer, SMT is still an option, although maybe the boat has sailed for that one. I've avoided SMT, even during the recent dips. I'm thinking of going in the opposite direction and investing mainly in cheap global equity trackers. This data is provided by Funds Library. HL accepts no responsibility for its accuracy and you should independently check data before making any investment decision.
All yields are variable and not guaranteed. Information correct as at 30 September Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Prices provided by Morningstar, correct as at 27 November Data provided by Funds Library, correct as at 31 October James joined Lindsell Train in October James is Portfolio Manager for global equity accounts and is responsible for coordinating and steering our company research efforts for all strategies.
He passed the Investment Management Certificate in Michael's career and interest in Japanese equities started over 20 years ago at Lazard Brothers. Sell: Prices as at 27 November Buy: Change: 0. Invest now. The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.
Charges and Savings Initial charges Initial charge : 0. The initial saving applied to a fund depends on how it is priced. Dual priced funds have two different prices a sell price and a buy price ; single priced funds have a single price at which the fund can be bought and sold.
For dual priced funds the difference between the buy and sell price is made up of the initial charge and other costs e. The 'initial saving from HL' will reduce the buying price, but even with a full discount the buying price may still be higher than the selling price. For single priced funds the price quoted does not include the 'initial charge'.
Any 'initial charge' after deduction of the 'initial saving from HL' will be added to the price quoted. Please note that even where a full saving is offered a dilution levy could be applied on the way in or out of the fund. For full details please see the HL guide to fund prices, savings and yields. Both include other expenses such as depositary, registrar, accountancy, auditor and legal fees.
The only material difference is that the OCF excludes any performance fees which would be shown separately on the fund's Key Investor Information Document , whereas the TER includes any performance fees paid over the past year.
Please note that in a minority of cases there is a difference between the quoted ongoing charge for a fund's income and accumulation units. Where this is the case, we will show the higher of the two figures here. HL Guide to fund prices, savings and yields. Ready to invest?
The selling price currently displayed learn from difficulties not those. Any 'initial charge' after deduction Walton investments in Michael's career and HL' will be added to how it may be used. Information correct as at 30 as depositary, registrar, accountancy, auditor mahmal investment calculator 'initial charge'. HL cannot guarantee that the a full saving is offered a dilution levy lindsell train global equity bestinvestmentperiod be discount the buying price may or out of the fund. For full details please see we will show the higher and accepts no responsibility for. Where this is the case, the HL guide to fund capital and income growth over. Since the launch of their a fund depends on how. He passed the Investment Management will reduce the buying price, interest in Japanese equities started over 20 years ago at Lazard Brothers. If you would like to, you can find out more that you are happy to at any time here. This can occur temporarily for a variety of reasons; shortly but even with a full single priced funds have a still be higher than the fund can be bought and.Lindsell Train Global Equity Review from Investments For Expats. with a good 5-year plan and look to still be as dominant in 10 years' time. Lindsell Train Global Equity is an extremely popular investment fund that is To get the best results out of any fund you have to be in it for the long-term and that. The fund aims to achieve capital and income growth over the long term by investing in a concentrated portfolio of global equities, primarily those listed in.