LF Lindsell Train UK Equity Fund Income

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowLow2 star
5-YearHighLow5 star
10-YearHighAverage5 star
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • LF Lindsell Train UK Equity Fund Income
  • FTSE AllSh TR GBP
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev14.48 %
3-Yr Mean Return0.86 %
 
3-Yr Sharpe Ratio0.04
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Growth NR GBP
3-Yr Beta0.700.96
3-Yr Alpha-2.32-5.49
 
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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)