LF Lindsell Train UK Equity Fund D Accumulation

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighLow5 star
5-YearHighLow5 star
10-Year--Not Rated
OverallHighLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • LF Lindsell Train UK Equity Fund D Accumulation
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev13.79 %
3-Yr Mean Return7.66 %
 
3-Yr Sharpe Ratio0.51
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Growth NR GBP
3-Yr Beta0.680.97
3-Yr Alpha4.31-1.69
 
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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)