Lindsell Train Global Funds plc - Lindsell Train Global Equity Fund A GBP Inc

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average5 star
10-Year--Not Rated
OverallAbove AverageBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Lindsell Train Global Funds plc - Lindsell Train Global Equity Fund A GBP Inc
  • MSCI ACWI Growth NR USD
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev12.69 %
3-Yr Mean Return14.65 %
 
3-Yr Sharpe Ratio1.04
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.750.76
3-Yr Alpha1.480.78
 
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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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