WS Lindsell Train UK Equity Fund D Accumulation

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageLow3 star
10-YearHighBelow Average5 star
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • WS Lindsell Train UK Equity Fund D Accumulation
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev11.94 %
3-Yr Mean Return4.96 %
 
3-Yr Sharpe Ratio0.20
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  MSCI Europe Growth NR EUR
3-Yr Beta0.810.75
3-Yr Alpha-2.52-2.81
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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