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

Morningstar Rating™(Relative to Category)30/09/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearHighAverage5 star
10-Year--Not Rated
OverallHighAverage5 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 NR USD
%
Volatility Measurements30/09/2019
 
3-Yr Std Dev10.92 %
3-Yr Mean Return20.21 %
 
3-Yr Sharpe Ratio1.65
 
Modern Portfolio Statistics30/09/201930/09/2019
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.780.80
3-Yr Alpha8.766.29
 
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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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