WS Lindsell Train UK Equity Fund Accumulation

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAverage1 star
5-YearLowLow2 star
10-YearHighLow5 star
OverallAverageLow3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • WS Lindsell Train UK Equity Fund Accumulation
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements30/06/2024
 
3-Yr Std Dev11.58 %
3-Yr Mean Return1.89 %
 
3-Yr Sharpe Ratio-0.08
 
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  MSCI Europe Growth NR EUR
3-Yr Beta0.740.73
3-Yr Alpha-4.72-3.14
 
Advertisement
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures