Lindsell Train Global Equity B
- Citicode
- NBH5
- Launch Date
- 16-03-2011
- Fund Size
- £4,070,338,361
- Yield
- 0.85%
- Ongoing Charge
- 0.67%
- Fund Managers
- James Bullock
Michael Lindsell
Nick Train
Fund Objective
To increase the value of Shareholders’ capital over the longer term from a focused, actively managed portfolio of global equities, primarily those listed or traded on Recognised Exchanges in developed countries world-wide. The Fund’s investment performance is compared with the MSCI World Index and is reported in Sterling. The fund is not constrained by the benchmark (MSCI World Index) and will take positions in individual stocks that differ significantly from the Index with the aim of achieving a return in excess of the benchmark.
Top 10 Holdings
Asset Class
Fund Manager
James Bullock
Start Date
01-04-2015
Bio
James joined Lindsell Train in 2010 and is a portfolio manager. He has jointly managed global equity portfolios since 2015 and is responsible for the North American Equity Fund. He has a Masters degree in Physics from the University of Oxford and a doctorate in Zoology from the University of Cambridge.
Fund Manager
Michael Lindsell
Start Date
16-03-2011
Bio
Michael co-founded Lindsell Train Limited in 2000 and is the firm’s Chief Executive. He is the portfolio manager for Japanese equity portfolios and jointly manages Global equity portfolios. Michael has over 40 years’ experience in investment management. Before founding Lindsell Train he spent seven years at GT Management, first as CIO in their Tokyo office, then in London with responsibility for all GT’s global and international funds. Following the acquisition of GT by Invesco in 1998 he was appointed head of the combined global product team. His previous experience included working at Mercury Asset Management where he was director and head of Japanese fund management in London; at Scimitar Asset Management in Hong Kong where he ran Pacific and Japanese mandates; and at Lazard Brothers as an investment manager. Michael has a degree in Zoology from the University of Bristol.
Fund Manager
Nick Train
Start Date
16-03-2011
Bio
Nick co-founded Lindsell Train Limited in 2000 and is the firm’s Chairman. He is the portfolio manager for UK equity portfolios and jointly manages Global equity portfolios. Nick has over 40 years’ experience in investment management. Before founding Lindsell Train he was head of Global Equities at M&G Investment Management, having joined there in 1998 as a director. Previously he spent 17 years at GT Management where his final role was as Chief Investment Officer for Pan-Europe, having built long investment track records in both UK and Global equities. Nick has a degree in Modern History from the University of Oxford.
Data source:
All financial data is supplied by FE
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