WS Lindsell Train UK Equity Fund Accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAverage1 star
5-YearLowLow2 star
10-YearHighLow5 star
OverallAverageLow3 star
 
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1 Year Daily Volatility Chart (annualised)
  • WS Lindsell Train UK Equity Fund Accumulation
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev11.71 %
3-Yr Mean Return1.29 %
 
3-Yr Sharpe Ratio-0.18
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  Morningstar DM Europe Grt TME NR EUR
3-Yr Beta0.730.76
3-Yr Alpha-4.69-2.08
 
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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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