Lindsell Train Global Equity B (IE00B3NS4D25.IR)
YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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Lindsell Train Global Equity B
Cayzer House
30 Buckingham Gate
Management information
Michael Lindsell,Lead manager since 15 March 2011
Lindsell is head of investment strategy for global equities at INVESCO (NY), Inc. He joined INVESCO, formerly know as Chancellor LGT Asset Management, Inc., in 1992. From 1992 to 1996, he served as the chief investment officer for Japanese equities of INVESCO GT Asset Management Ltd. (Hong Kong). Lindsell was appointed director of investment strategy for global equities in 1996, and is jointly responsible for asset allocation and coordination of stock selection for all global equity mandates.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryGlobal Large-Cap Blend Equity
Fund familyLindsell Train Ltd
Net assetsN/A
YTD return3.99%
Yield0.92%
Morningstar rating★★★★★
Inception date15 Mar 2011
Fund operations
Last dividend0.01
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseIE00B3NS4D25.IRCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load4.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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