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

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Morningstar Rating™(Relative to Category)31/03/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearAverageBelow Average3 star
10-YearHighLow5 star
OverallAbove AverageBelow Average4 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 Measurements30/04/2021
 
3-Yr Std Dev13.91 %
3-Yr Mean Return13.43 %
 
3-Yr Sharpe Ratio0.88
 
Modern Portfolio Statistics30/04/202130/04/2021
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.790.79
3-Yr Alpha-2.61-3.27
 
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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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