WS Lindsell Train UK Equity Fund D AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 20.88 | -0.92 | 23.02 | -2.32 | 12.89 | -5.93 | 4.80 | 0.18 |
+/- Category | 9.25 | 8.90 | 3.67 | 6.78 | -5.08 | -3.86 | -3.40 | 1.09 |
+/- Category Index | - | - | - | - | - | - | -2.82 | 1.54 |
% Rank in Category | 20 | 1 | 58 | 36 | 90 | 77 | 96 | 9 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.49 | 0.40 | 0.34 |
1 Week | 2.29 | -0.06 | -0.29 |
1 Month | 0.85 | -2.36 | -2.99 |
3 Months | 1.47 | -1.29 | -1.74 |
6 Months | 5.83 | -0.85 | -0.63 |
YTD | 1.28 | -1.49 | -1.86 |
1 Year | 2.67 | -7.21 | -7.56 |
3 Years Annualised | 4.47 | -2.41 | -3.55 |
5 Years Annualised | 4.45 | -0.66 | -0.69 |
10 Years Annualised | 7.98 | 2.75 | 2.47 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 5.73 | -0.41 | -3.13 | 2.76 |
2022 | -6.95 | -8.04 | 3.51 | 6.21 |
2021 | -0.49 | 8.36 | 0.40 | 4.26 |
2020 | -15.84 | 10.13 | 1.88 | 3.43 |
2019 | 9.73 | 10.01 | 4.01 | -2.02 |
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