Lindsell Train Archives – IT Investor

10 Years Of Lindsell Train Global Equity

ITinvestor — Wed, 17 Feb 2021 10:00:32 +0000

Next month sees the tenth anniversary of Lindsell Train Global Equity, one of the UK’s most popular funds. At the time of writing, it’s up 373% since it launched which represents an annualised return of 17%. I’ve been invested in this fund since April 2016, so roughly half the time it’s been available. However, it…

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Blue Whale Growth Fund: The Next Big Thing?

ITinvestor — Tue, 30 Jun 2020 10:40:05 +0000

Blue Whale Growth Fund has come into its own in 2020. Since its launch in 2017, its performance is now comfortably ahead of both Fundsmith Equity and Lindsell Train Global. Key Stats For Blue Whale Growth Fund Launched: September 2017 Manager: Stephen Yiu (turns 42 in July, manager since launch) Management firm: Blue Whale Capital…

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Combining Fundsmith Equity And Lindsell Train Global Equity

ITinvestor — Fri, 01 May 2020 09:25:24 +0000

Many UK investors own either one or both of Fundsmith Equity and Lindsell Train Global Equity. There’s some overlap in their holdings, but how do their portfolios look if you put them together? I own both funds and due to their similar investing styles, I tend to think of them as one giant position within…

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Comparing Lindsell Train’s Funds

ITinvestor — Tue, 28 Jan 2020 09:25:35 +0000

Everyone seems to have it in for Nick Train and Michael Lindsell at the moment. The desperate tale of Neil Woodford has focused attention on star managers, just as Lindsell Train’s funds hit a bit of a rough patch. Decent year, but a weak finish However, a ‘rough patch’ for Lindsell Train needs to be…

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Fundsmith Equity And Lindsell Train Global: A Year Of Two Halves

ITinvestor — Tue, 17 Dec 2019 10:30:27 +0000

It’s been a great year for global markets. While the “superstar funds” of recent years — Fundsmith Equity and Lindsell Train Global — have both done pretty well they’ve tailed off in recent months. I looked at these two funds back in April — and I own both despite their many similarities in investing style.…

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What’s A Sensible Premium For Lindsell Train Investment Trust?

ITinvestor — Thu, 11 Jul 2019 09:00:03 +0000

The wildly gyrating share price of Lindsell Train Investment Trust (LTIT) has once again focused attention on its massive premium to net assets.

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Fundsmith Equity vs. Lindsell Train Global

ITinvestor — Tue, 30 Apr 2019 10:00:49 +0000

One of my dirty little secrets is that I don't exclusively hold investment trusts. My SIPP includes two open-ended funds that are extremely popular with many investors: Fundsmith Equity and Lindsell Train Global.

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